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Process Creation/Optimizing
Work guidance

Process Creation/Optimizing

At Everleaf, we understand the importance of having a well-structured process and workflow to achieve business success. We offer comprehensive process development services that cover all aspects of creating and implementing a successful process structure.This includes creating processes for Sales and Customer Service, among other areas.

Firstly, we start by creating a birds-eye process sketch. This is a high-level overview of the process that identifies the key steps involved, the order in which they occur, and the inputs and outputs at each stage.

This provides a clear understanding of the process, which is essential for developing an effective workflow.Next, we move on to creating the workflow itself. This involves breaking down the process into detailed steps and identifying the inputs and outputs for each step.

We then map out the flow of the process, ensuring that there are no bottlenecks or redundancies.

The workflow is designed to be clear and easy to follow, ensuring that employees understand their roles and responsibilities at each stage of the process. Once the workflow is in place, we implement it into the client's CRM system.

This ensures that the process is automated and streamlined, with all the necessary data and tools available in one central location. We also introduce automatism to make the workflow even more efficient and reduce the risk of human error.

To ensure that the process is well-documented, we create detailed process manuals and user guides. This ensures that employees have a reference point to understand the process and their role within it.

We also provide training sessions to ensure that all employees are trained on the new process.

Finally, we establish KPIs to track the success of the process. This allows us to measure the effectiveness of the process and identify areas for improvement.

We work closely with our clients to ensure that the KPIs are aligned with their business objectives and provide valuable insights into the performance of the process.

In summary, at Everleaf, we offer comprehensive process development services that cover all aspects of creating and implementing a successful process structure, including creating processes for Sales and Customer Service.

From the birds-eye process sketch to the implementation in the CRM system, we ensure that the process is well-documented, automated, and tailored to our clients' specific needs. Our goal is to create a process that is efficient, effective, and optimized for performance.

Work guidance

At Everleaf, we offer a comprehensive service that includes creating tailored materials for our clients.

These materials are designed to help our clients improve their sales and customer service efforts by providing them with the tools they need to succeed.

We have extensive experience creating materials such as conversation guides, objection handling resources, email and chat templates, and sales pitch presentations.

Each of these materials is customized to meet the unique needs of our clients and their specific products or services.

For example, our conversation guides are designed to help sales teams navigate complex sales cycles, ensuring that they are equipped with the information they need to address potential customer concerns and questions.

Our objection handling resources provide sales teams with proven techniques for overcoming objections and closing deals.In addition, our email and chat templates are designed to help customer service teams respond quickly and effectively to customer inquiries and issues.

These templates are customized to match our clients' brand voice and ensure that every interaction with customers is positive and productive.

Finally, our sales pitch presentations are designed to help our clients make a compelling case for their products or services. These presentations are tailored to each client's unique value proposition and include visual aids and persuasive messaging to help close deals.

At Everleaf, we pride ourselves on our ability to create high-quality, customized materials that help our clients achieve their sales and customer service goals.

Whether you need conversation guides, objection handling resources, email and chat templates, or sales pitch presentations, we have the expertise and experience to deliver the materials you need to succeed.


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.