Slate Operations
Our Process
We don't want this process to be yet another thing on your growing to do list, so I'll be brief.
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Before we can take on any client, we need to understand their specific issues to make sure we can provide what they need to fill the gaps and be a dependable parter for their business growth.
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To make that clear, we follow the process below:
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1. Discovery Call
We start with a quick call to understand what your day-to-day looks like, what’s breaking down behind the scenes, and where you’re feeling the pressure. This is where we uncover the real friction points — from small daily bottlenecks to bigger structural issues.
2. Operational Audit
We take a look under the hood: your systems, workflows, tools, team structure, and delivery process. This gives us the full picture of what’s working, what’s missing, and where the biggest gains can be made.
3. Scope & Quote
We create a custom plan based on your priorities — from lightweight help like folder structures and software set up to strategic work like sales process redesign or team training. You choose the level of support you need. Once approved, we lock in timelines and start building.