Implementing Customized Professional Services

Visual outlining the "service map" for implementing customized professional services that are outlined below.

STEP 1: DISCOVERY - PRE-ENGAGEMENT

  1. Schedule discovery call.
  2. Hold discovery call where we and you learn about one another, and see if we are a good fit for you.
  3. Decision to proceed. Identify which service plan fits your desired support level and budget.

STEP 2: ENGAGE

  1. Customer selects package, and signs up online.

  2. We assign you a customer success manager (CSM). The CSM is the client’s primary contact and guide throughout the services. They help coordinate the various projects and professionals.

  3. Set up customer shared folder so we can share and save files related to customer between them and all PBH team members.

  4. Proceed to step 3 below.

  5. Once a customer makes their decision, the above can take between 1 and a few days.

STEP 3A: SERVICES FOR ESTABLISHED COMPANIES OR PROGRAMS

  1. Needs assessment. About 5 hours but could vary. See comprehensive business checklist on downloads page (free) as a general guide. Will work with customer to determine which if any items are needed. This is typically done over 1 to 2 meetings and may have some time between them to gather info, so could be within a week if needed, but otherwise 2 generally at most.

  2. Initial project planning may take about 5 hrs. Could be within a week or even one meeting, but potentially a couple weeks given scheduling, follow ups, etc.

  3. Ongoing activity, meetings, etc. This is dependent on client’s selected budget/package.

Note that 1 through 3 could be altered to work within budgets. These are in general if they have reasonable flexibility. However, these are still “lean” to some degree. I.e. they could be longer if the client has lots of questions and requests.

For established companies project planning is based entirely on customer needs. Sometimes that Comprehensive Business Evaluation Checklist functions as a starting point for some items that may be helpful in the needs assessment process

STEP 3B: SERVICES FOR START-UPS

See Steps To Start, Manage, and Scale An Ethical ABA Practice.

Activities, times, and timelines will be based on customer needs and budget.

STEP 4: ONGOING/MONTHLY PROGRESS UPDATES

  • Monthly project planning and updates

  • Monthly invoices include activity logs

  • Regular status and customer satisfaction checks. ROI check.

Ready to get started?

If you are interested in our hourly or c-suite services, please contact us to set up a discovery call and to discuss our service fees.