Digital File Organizing Packages:

Basic File Folder
System Creation

An expert will plan out your folder structure to serve your business now and in the future as you grow

Meeting to go through inventory of current files

Create folder structure

File naming system

A typed up folder structure sheet

Ultimate File Folder
System Creation

An expert will plan out your folder structure to serve your business now and in the future as you grow

Meeting to go through inventory of current files

Creation of folder structure

A file naming system

A folder structure visual map

A written file folder system procedural document for implementation and future employee training

Monthly or Quarterly Folder Structure Maintenance Plans:

Continue to keep your files organized for easy retrieval
Place unassigned files into their proper folders and name accordingly

Podio CRM Packages:

Podio CRM Setup

Plan out your CRM so it can serve your business now and in the future

Setup of workspaces and apps according to your business needs and wants

Keep your client and prospect information organized

Podio CRM Setup & Training

Plan out your CRM so it can serve your business now and in the future

Setup of workspaces and apps according to your business needs and wants

Keep your client and prospect information organized

Provide training for users

Podio CRM Maintenance and Support Plans:

Post Implementation Maintenance

Keep your business lead and project management
flow organized

Make updates to apps and workspaces as needed

Post-implementation Maintenance & Support

Keep your business lead and project management
flow organized

Make updates to apps and workspaces as needed

Email support

30 minute call each month to discuss any questions or updates needed to continue to be organized

Take Your First Step to better Organization.
Call me today – 858-480-1056.

be. guarantees your satisfaction

picThe first part of our be process is to meet with you and discuss your home and digital life. The assessment takes about 30 minutes. When you fill out this form, I’ll give you a call to schedule a time with me. I don’t share your information with anyone. I look forward to meeting you!

– Alex B.

No Phone Near? Schedule Via Email Below: