Signature Offer Pre-Meeting Guide
For entrepreneurs ready to organize and scale with calm, repeatable workflows.
By OpHaus • Built with clarity. Designed with purpose.
What’s Inside the Guide
- Audit of current tools, client journey, and bottlenecks
- Build lightweight SOPs and a visual dashboard
- Automate intake, scheduling, and follow-ups
- 90-day roadmap with milestones and metrics
How to Prepare Before Your Session
- Gather details on the main tools or software you currently use.
- List 2–3 recurring tasks that take the most time or cause friction.
- Outline your ideal client or project workflow from start to finish.
- Note where communication or follow-up tends to get lost.
- Bring any notes, screenshots, or documents that can give context.
Our Focus During the Session
- Clarify where automation fits naturally in your workflow.
- Identify the 1–2 quick wins that will save time right away.
- Map a high-level plan for your first 90 days of system setup.
- Outline next steps and resources to stay consistent.
After the Meeting
After your session, you’ll receive a personalized follow-up email with your summarized roadmap, suggested tools, and priority action steps. This ensures you have clarity and direction as you start implementing.
Signature Offer Pre-Meeting Guide
For entrepreneurs ready to organize and scale with calm, repeatable workflows.
By OpHaus • Built with clarity. Designed with purpose.
What’s Inside the Guide
- Audit of current tools, client journey, and bottlenecks
- Build lightweight SOPs and a visual dashboard
- Automate intake, scheduling, and follow-ups
- 90-day roadmap with milestones and metrics
How to Prepare Before Your Session
- Gather details on the main tools or software you currently use.
- List 2–3 recurring tasks that take the most time or cause friction.
- Outline your ideal client or project workflow from start to finish.
- Note where communication or follow-up tends to get lost.
- Bring any notes, screenshots, or documents that can give context.
Our Focus During the Session
- Clarify where automation fits naturally in your workflow.
- Identify the 1–2 quick wins that will save time right away.
- Map a high-level plan for your first 90 days of system setup.
- Outline next steps and resources to stay consistent.
After the Meeting
After your session, you’ll receive a personalized follow-up email with your summarized roadmap, suggested tools, and priority action steps. This ensures you have clarity and direction as you start implementing.
Questions before our session? Email hello@ophaus.co