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Process Creation/Optimising

We offer comprehensive process development services, including Sales and Customer Service, to achieve business success through well-structured workflows.

We begin by creating a birds-eye process sketch, providing a clear understanding of the key steps, order, and inputs/outputs. Then, we create a detailed workflow by breaking down the process into steps and identifying inputs/outputs for each.

We ensure a smooth process flow without bottlenecks or redundancies.

The workflow is clear and employee-friendly, ensuring understanding of roles and responsibilities. We automate and streamline the process by implementing it into the client's CRM system, centralizing data and tools. We introduce automation to enhance efficiency and minimize human error.

We create comprehensive process manuals and user guides for documentation and reference. Training sessions are provided to ensure all employees are familiar with the new process. KPIs are established to track and improve process effectiveness.

We collaborate closely with clients to align KPIs with their business objectives and gain valuable performance insights. At Everleaf, we provide comprehensive process development services tailored to clients' needs. From process sketching to CRM implementation, we ensure well-documented, automated, and optimized processes for efficiency and effectiveness.


Work guidance

We provide tailored materials to enhance our clients' sales and customer service efforts.

Our experience includes creating conversation guides, objection handling resources, email/chat templates, and sales pitch presentations.

These materials are customized to meet clients' unique needs and support their specific products or services.

Our conversation guides empower sales teams to navigate complex sales cycles effectively, addressing customer concerns and questions with confidence.

We provide sales teams with effective objection handling techniques and resources to close deals.

Our email and chat templates enable customer service teams to respond promptly and positively to inquiries and issues. These templates are customized to match clients' brand voice.

Our sales pitch presentations are tailored to clients' unique value propositions, featuring visual aids and persuasive messaging.

At Everleaf, we take pride in creating high-quality, customized materials that help clients achieve their sales and customer service goals.

Whether it's conversation guides, objection handling resources, email/chat templates, or sales pitch presentations, we have the expertise and experience to deliver the materials needed for success.



We offer our clients the service of setting up controlling for their business.

We start by analyzing the process, defining KPIs and how they will be measured. Once this is complete, we create dashboards and reports to provide real-time visibility into the performance or progress of the business, broken down by individual employees or different timeframes (daily, weekly, monthly, etc.).

A well-established controlling process is essential for accurate forecasting, as it allows for a deeper understanding of the business's performance and trends. It also enables full transparency of the business's operations, helping our clients to make informed decisions based on accurate data.

To avoid manual data entry errors, we automate the entire process using a source of truth. This ensures that the data is up-to-date, accurate, and readily available, freeing up employees' time for more productive tasks.

In summary, our controlling service provides our clients with the necessary tools to gain insight into their business's performance, enabling them to forecast accurately and make informed decisions based on accurate data.

By automating the process, we eliminate the risk of human error and provide our clients with real-time visibility into their business's operations, resulting in improved efficiency and productivity.