We've Got A Plan For You

As part of our sales process, we will arrange an Explore Session between your team and one of our ConnectWise Manage/Sell Experts. During this session, which will be conducted via a screen-sharing platform, the expert will review your system in detail.

This collaborative review is aimed at ensuring that an Improvement Project aligns optimally with your company's needs and objectives. It's an essential step to make sure we're providing the most suitable and effective solution for your business.

Given that this is a fixed fee project, the pace at which we proceed is entirely in your hands—you can choose to go as quickly or as slowly as you prefer. However, experience has taught us that completing an Improvement Project in under six months is often not feasible.

The rationale behind this is that changing habits, particularly in a professional context, is not an overnight process. It takes time for individuals to unlearn less efficient habits and adopt improved ones. For long-term success, it's crucial that your team adheres consistently to better processes, and this transition requires patience and time. Thus, a six-month timeline is a more realistic expectation for the completion of an Improvement Project.

Our approach involves stepping in promptly and making improvements to establish a standardized methodology or a "one way of doing things in a single instance". As your business grows and acquires new entities, you can conveniently re-engage with the Sierra Pacific Group (SPG) to facilitate the training of new staff and align them with the established standard procedures.

To achieve this alignment, we offer a variety of service options including a migration project, a block of time, or our virtual admin services. Each option is designed to cater to your specific needs, ensuring a smooth integration of new staff into your existing processes and maintaining consistency in your operations.

The structure of our Improvement Project has been thoughtfully designed to ensure efficiency and effectiveness. While some sessions can be adjusted, it's crucial that we review, modify, and finalize the foundational elements before addressing sales, service, or finance. This sequential approach is necessary to prevent potential disruptions.

Jumping around the platform without adhering to this structure can lead to additional work, and may risk disrupting existing workflows or generating inaccurate reports. Therefore, it's essential to follow the designed path of our Improvement Project for the most successful outcome.

We offer a variety of discounts for clients who participate in case studies or are part of peer groups. These discounts are our way of appreciating your collaboration and commitment to mutual growth.

Moreover, we understand that budgeting is essential for every business. Therefore, we provide progress billing for all our projects, including a flexible 5-pay option to ease your financial planning.

Please reach out to your sales representative to inquire about the discounts available for you. We're committed to providing you the best possible services in the most budget-friendly manner.

We have extensive experience working with IT businesses, and a common theme we've observed is the ongoing need for administration and support. The reality is that business operations continue even during improvement initiatives.

If you're considering or have already invested in an Improvement Project, chances are your team has been relying on manual processes for a while. Recognizing the need for process adjustments, your team agrees that a change is necessary.

When your team engages with SPG, a transformative shift occurs. They witness tangible improvements being implemented and start to experience newfound efficiencies within the system. This progress prompts them to become more proactive in seeking answers and engaging in effective communication.

Rather than struggling to solve challenges independently, your team discovers the value of delegating the "figuring it out" aspect to our expert SPG team. As your trusted systems experts, we are here to address your team's questions, provide guidance, manage administrative tasks, and even arrange consulting sessions beyond the project scope. Our goal is to help you optimize and customize the system in the most effective manner.

Yes, it's possible to opt out if you have skilled system administrators on your staff. However, before making that decision, it's worth considering the following points:

Having someone who can make changes to the system doesn't necessarily mean you have an expert resource with practical experience who can be held accountable for proactive system maintenance and process adherence.

The advantage of leveraging SPG's virtual administrators is their wealth of experience. This means we understand the underlying causes of the symptoms you're experiencing and know precisely how to address them.

SPG maintains a repository of best practices and proven processes that your team can review and consider. This serves as a valuable resource for establishing your standard operating procedures (SOPs) and offers inspiration for future requests.

In many cases, we find that "system admins" are essentially tier 3 technicians with an additional role. If this is the case, the resource may perform delegated tasks that could have long-term detrimental effects on the business, such as unintentionally removing items from the product library.

By partnering with SPG, you can ensure that your system administration is in the hands of experts who possess the necessary experience, accountability, and proven methodologies to safeguard the integrity and efficiency of your systems. Our dedicated virtual administrators are committed to delivering exceptional service and supporting your business's long-term success.

SPG offers a distinct service that sets us apart from ConnectWise's VA services. When you choose SPG, you benefit from the expertise of real-world consultants who possess the skills to tailor the system to your unique requirements, leveraging the capabilities of the tool.

While ConnectWise's VA resources are often considered "product specialists," our consultants bring a deeper level of expertise. They have hands-on experience using the tool in an IT business setting, allowing them to provide practical insights and customized solutions.

ConnectWise's VA services primarily offer guidance aligned with the provided documentation. In contrast, SPG goes beyond guidance.

We create custom solutions and specific standard operating procedures (SOPs) to support your business. Additionally, we not only provide guidance on how to execute tasks but also execute them on your behalf, ensuring efficient and effective implementation.

By choosing SPG, you gain access to a team of experienced consultants who can deliver comprehensive execution, support, and consulting services.

We are dedicated to tailoring the system to meet your specific needs, optimizing its functionality, and providing ongoing assistance to drive your business's success.

BLOCK TIME:

When you purchase block time, you are essentially pre-paying for consulting services by the hour with SPG.

Our rates for Block Time start at $200/hr (for a 50+ hour block). To utilize your purchased time, a point of contact (POC) at your company needs to submit a request through our service board.

Once we receive your request, we will assign the most suitable consultant to address your needs and provide their calendar scheduling link. Typically, availability is scheduled 5-7 days in advance.

We will keep you informed about the remaining hours in your block. In the event that you exhaust your pre-purchased hours while our team is working on your request, we will continue to fulfill your needs and bill any overages at $275/hr.

VIRTUAL ADMIN:

Our Virtual Admin service offers unlimited requests for administrative, consulting, or support tasks, without the limitation of hourly quotas. It provides a monthly predictable fee for your convenience.

As part of this service, you will have access to our Proven Processes Membership site, where your team can explore standard operating procedures (SOPs) and find inspiration for proactive requests. Additionally, you will enjoy priority booking slots and monthly recurring check-in calls to ensure that you are maximizing the value derived from this service.

We offer flexible terms, including both 12-month and month-to-month options, allowing you to select the plan that best suits your company's needs.

To provide peace of mind, our Satisfaction Guarantee allows you to terminate the 12-month agreement within the first 60 days if you feel that you are not receiving sufficient value from the service.

Yes, you can!

You have the flexibility to add on Virtual Assistant (VA) services at any time to complement your existing engagement with SPG.

However, there are a few considerations:

• Our most cost-effective option for VA services is a 12-month term, which is typically bundled with an Improvement or Implementation Project. This option starts at $800 per month with a 12-month commitment.

• If you decide to add on VA services a few months into the project, there is a one-time onboarding fee of $500, along with a 10% rate increase. This option starts at $1,000 per month with a 12-month commitment.

• Alternatively, we offer month-to-month VA services, but it is also subject to a 10% increase in rates. This option is priced at $1,200 per month without any long-term commitment.

Please let us know which option aligns best with your needs, and we'll be happy to accommodate your request!

If you have purchased an Improvement or Implementation Project, the fixed fee includes specific areas of execution, support, and consulting as outlined in the plan of execution. These services are structured with weekly recurring consulting sessions and Q&A sessions upon completion of each phase. It's important to note that any additional requests for execution, consulting, or support outside of the structured plan may not be accommodated. This ensures that the project work is completed within the designated timeline and budget.

For example, if you encounter issues such as incorrect invoice information that needs to be resolved for billing clients by the end of the week, difficulties in converting a sales order for a major client, or the need to migrate data and onboard new employees after acquiring a company, these actions can be covered by block time. However, relying solely on block time for immediate assistance during urgent situations can sometimes be challenging.

If you anticipate such scenarios or require immediate support, we recommend considering the option of Virtual Assistant (VA) services. VA services provide unlimited requests for administration, consulting, and support on a monthly predictable fee basis. This allows you to have the flexibility and peace of mind knowing that you can receive timely assistance and support for critical business needs.