BSHC – Team & Systems Focus (2 hour)

Service Description

Business Systems Health Check – Team & Systems Focus (2 Hours) Session Format: For clients located in the Greater Orlando area, sessions are typically conducted in person, with a virtual option available if preferred. For clients outside the area, sessions are conducted via Zoom. The calendar invitation you receive may be updated with the appropriate details after scheduling, and we will confirm shortly. This diagnostic working session is designed for an owner, executive, or manager, with the option to include one designated team member, if helpful, who they rely on to work their systems day to day. Together, we examine how operational systems are currently being used, how information moves between people and tools, and where friction, rework, or misalignment is costing time and energy. Common areas reviewed include: - Operational tracking systems (projects, issues, products, jobs, or similar) - How information flows between systems and people - CRM usage and its connection to operations and accounting - Reporting and visibility gaps that slow decision-making - Whether tools included in Google Workspace or Microsoft 365 are being fully utilized The focus of this session is alignment. Leadership clarity is paired with operational reality so that improvement opportunities are practical, achievable, and grounded in how work actually gets done. Outcome: Identify systemic friction that can reclaim 4 hours or more per month across leadership and execution by improving how systems are used and aligned. Notes: - This is a diagnostic session focused on clarity and time savings. It does not include system implementation or software installation. - Session Format: For clients located in the Greater Orlando area, sessions are typically conducted in person, with a virtual option available if preferred. For clients outside the area, sessions are conducted via Zoom. The calendar invitation you receive may be updated with the appropriate details after scheduling, and we will confirm shortly.