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EPIC Small Business Snapshot
A comprehensive solution for small business owners and entrepreneurs, offering customer acquisition systems, operational workflows, financial management, and growth strategies for sustainable business success.
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What's included
Marketing Materials
- Customer communication email sequences
- Social media content calendar for 12 months
- Ad templates optimized for local business keywords
- Lead magnet and opt-in page templates
- Sales scripts and proposal templates
- Customer testimonial collection process
Operational Systems
- Service delivery checklists and processes
- Standard operating procedure templates
- Financial tracking and reporting dashboards
- Team training and onboarding materials
- Project management and task tracking tools
- Customer management and follow-up systems
Automations
- Lead nurturing and follow-up sequence
- Customer onboarding and welcome workflow
- Post-purchase satisfaction check-ins
- Review generation and management system
- Team communication and coordination tools
- Financial reporting and cash flow alerts
Sample workflows
Customer Acquisition & Marketing
- Lead generation and qualification process
- Content marketing and social media framework
- Sales conversation and proposal templates
- Pricing presentation and negotiation guides
- Customer onboarding and welcome sequence
- Referral generation and management system
- Local marketing and community engagement
Operations & Service Delivery
- Service delivery and quality control checklists
- Customer communication and expectation management
- Project and task management systems
- Inventory and supply chain management
- Scheduling and resource allocation
- Standard operating procedure documentation
- Customer feedback collection and implementation
Financial Management & Profitability
- Cash flow forecasting and management
- Pricing strategy and profit margin optimization
- Expense tracking and cost control
- Invoicing and collections automation
- Financial dashboard and KPI tracking
- Tax planning and preparation
- Investment and growth funding planning
Team & Business Development
- Hiring and onboarding process
- Training and development frameworks
- Performance management and feedback
- Strategic planning and quarterly objectives
- Business growth and scaling roadmap
- Owner time management and delegation
- Vendor and partner relationship management
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$3997 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$3997 + $147/month
Get this Snapshot“This system transformed my struggling small business into a profitable operation that no longer requires my daily involvement in every detail. The operational workflows alone saved me 20+ hours per week, and the marketing systems have doubled our lead flow without increasing our ad spend. For the first time in 5 years, I took a two-week vacation without checking email once.”