Get the support you need for your business success.
Our Services
System Cleanup & Optimisation
Overview:
Our System Cleanup & Optimisation service enhances the efficiency of platforms like Karbon, Dubsado, and Asana. We streamline your systems to eliminate inefficiencies, ensuring smooth operations that save you time and increase productivity.
What’s Included:
Platform Cleanups: Refine workflows, remove redundancies, and optimise your core platforms.
Workflow Standardisation: Develop customised workflows for consistent processes across your team.
System Audits: Conduct a comprehensive audit to identify and address inefficiencies.
Why It Matters:
An optimised system accelerates operations and boosts team efficiency. Whether updating or overhauling, we ensure your systems function seamlessly.
Client Experience Enhancement
Overview:
Elevate your client interactions with our Client Experience Enhancement service. We refine every step of the client journey, from initial onboarding to feedback collection, ensuring smooth and impactful engagements throughout.
What’s Included:
Onboarding Optimisation: Streamline client onboarding with automated systems, like Dubsado, to simplify processes and communications.
Nurture Sequences: Craft tailored sequences to strengthen client relationships through feedback forms, welcome guides, and personalised touchpoints.
Journey Mapping: Outline the client journey to ensure a seamless, efficient, and positive experience.
Feedback Systems: Implement automated feedback collection and analysis to drive continuous improvement.
Why It Matters:
A thoughtfully designed client experience boosts retention, loyalty, and satisfaction, helping you create a memorable and professional journey that enhances client engagement.
Business Efficiency Audit
Overview: Boost productivity with our Business Efficiency Audit. This one-time, comprehensive review assesses your systems, processes, and workflows to identify inefficiencies and provide actionable improvements.
What’s Included:
System and Process Review: Pinpoint inefficiencies and bottlenecks in your current systems and workflows.
Operational Assessment: Review team coordination, task management, and resource allocation.
Recommendations Report: Receive a detailed report with tailored strategies to enhance efficiency.
Action Plan: Get a clear plan to implement changes yourself, with guidance on executing the most impactful improvements.
Why It Matters: Our audit uncovers hidden inefficiencies and offers a roadmap for optimisation, helping you improve overall performance and achieve your business goals effectively. You’ll have the tools and insights needed to make improvements independently.
Customised System Setups
Overview:
We design and implement bespoke systems using platforms like Karbon, Asana, and Dubsado, tailored to meet your business objectives.
What’s Included:
Tailored Platform Setups: Custom configurations including workflows, training materials, and SOPs.
Automation & Efficiency: Set up automated workflows to minimise manual tasks and ensure a seamless information flow.
Why It Matters:
Custom-built systems aligned with your business processes enhance efficiency, reduce manual work, and free up time to drive your business forward.
Compliance and Quality Management Systems
Overview: Ensure smooth operations and adherence to industry standards with our Compliance & Quality Management Systems service. We streamline your processes, manage compliance obligations, and implement a quality management system to enhance efficiency and reliability.
What’s Included:
SOP Development: Create detailed Standard Operating Procedures (SOPs) to standardise processes and deliver consistent, high-quality results.
Compliance Management: Manage your regulatory requirements and industry standards to ensure full compliance.
Quality Management System Implementation: Set up and maintain a quality management system that aligns with industry codes, optimizing your business processes.
Document Control: Develop and manage essential documents such as proposals and contracts using platforms like Practice Ignition, 1Brain, or Sweet Process.
Why It Matters: A well-implemented system ensures consistency and compliance, allowing your team to focus on their best work while we handle process and regulatory management.
Executive Assistant Services
Overview: Enhance your business efficiency with our Executive Assistant services. We focus on managing essential tasks to streamline your operations, freeing up your time to concentrate on strategic initiatives.
What’s Included:
Inbox Management: Prioritise and organise your emails for efficient communication.
Calendar and Scheduling: Coordinate meetings and keep your appointments in check.
Task Management: Oversee administrative tasks to ensure smooth daily operations.
Document Preparation: Prepare and format reports, presentations, and other essential documents.
Why It Matters: At Platinum Business Pathways, we believe in hiring for capability, not just capacity. Our Executive Assistant services are designed to enhance your business's efficiency by taking over lower-value tasks. This approach allows you to focus on high-value activities and strategic goals. By leveraging our expertise, you transform your daily operations and gain the freedom to invest your time where it matters most - driving growth and achieving success.
“Thank you for all the amazing work you have done in the background. I am so grateful for you and the contribution you add to my business”
~ KAT
