HowItWorks
Vanessa

Vanessa

How It Works (Getting Started)

If you’re reading this page – you’re considering how Evolvd Follow-Up Services can help your business and want to see what it’ll be like working with us.

First – you’re going to hear us talk a lot about systems. 🙂

Sales is part art & part science (just not rocket science).

There’s no way to know who will become a client ahead of time.

Which is why we NEED effective and efficient systems we can execute, on a consistent basis.

That’s how together – we’ll make sure nothing falls through the cracks!

One of our favorite sayings is:

A Dependable System that Works – is 100% Better than a “Perfect” one that does not.

~EVOLVD Team

With this in mind, it won’t surprise you that we have a system for getting you onboarded!

STEP 1: THE INTRO CALL

In the Intro Call – we’ll discuss your current circumstances to make sure Evolvd can actually help.

As a boutique agency – we only move forward with a prospect if our services can indeed benefit you & your business.

Therefore, the goal of this first call is to make sure we are not wasting your time or ours!

SOME QUESTIONS WE’LL COVER IN THAT CALL ARE:
  1. What do you hope Evolvd can help you with?
  2. If you’re currently taking inbound leads – what’s your process?
  3. Do you have an existing book of business you want to maximize?
 

There may be some follow-up/homework tasks we need to do for each other prior to fully moving on to Step 2.

Regardless, we’ll leave the Intro Call with clear next steps.

STEP 2: AGREEMENT + PAYMENT

Once we’ve both agreed that Evolvd is a fit for you, we’ll email you an agreement in Plain English. 😉

No legal mumbo-jumbo or confusing commitments.
We simply want everyone to be on the same page.

And while we want our clients to be with us long-term (most have been with us since Evolvd started), we want our partnership to be a good fit for everyone…

So no contracts!

Depending on the nature of the work or the complexity of your lead funnel; we may or may not require a one-time setup fee.

STEP 3: THE SETUP

The setup varies depending on the client’s needs & leads.

In general – we’ll do some version of the following steps.

  • Connect to your online calendar and test it out
  • Configure your leads in our CRM & Systems
  • Walk through our communication & appointment process
  • Turn everything on and get working 🙌
 

Other than getting access to your Calendar (we’ll step you through it) – there’s no technical heavy-lifting for you.

We’ll guide you through the process and make sure we get a system in place that makes sense and will work for you.

STEP 4: ITERATION

The steps above will be our starting point.

As we work through the first couple of months together – you’ll become comfortable with Evolvd’s processes and we’ll learn exactly how to best support you.

We know your business isn’t stagnant and neither is ours.

Which is why – we constantly evaluate what is and is not working. 
And are always tweaking processes as needed. 

Our goal is to ultimately get the most efficient &  effective results for you (+ all our clients)!

Have questions? 👇

Schedule your 15 minute Intro Call now

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