Phase 1: Discovery Deep-Dive & Roadmap

🎯 Objective: Strategy-first. Understand the client problems, build the right solutions to help.

We don’t just “jump into your CRM” and hope for the best — we start with a comprehensive business workflow audit so we understand what’s actually going on behind the the scenes.

What You Will Get:

  • A 1:1 strategy call to walk through your lead flow, sales process, and delivery model

  • A full mapping of your current client journey, including friction points and manual gaps

  • Review of your existing tech stack (CRM, email, schedulers, forms, etc.)

  • Identification of missed opportunities: leaks in follow-up, slow onboarding, no retention

  • A clear phase-based implementation plan built around your goals and bandwidth

  • A custom automation roadmap that outlines:

    → What we’re automating

    → Why it matters

    → What you’ll get back in time, efficiency, or revenue

Deliverable: PDF Automation Roadmap + Visual Workflow Blueprint + Recommended Stack (tools, flows, integrations)

Ask Us Anything

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778.760.1880

EvolvedGrowth.co

Evolved Growth

Vernon, BC

CANADA

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