Project management blueprint: elevator pitch #zenpilot #agencylife
23 Oct 2023

John Smith walks through Zen Pilot's client onboarding process: audits, discovery, strategy, then implementation plans covering processes, behavior, training, and KPIs.

John Smith walks through Zen Pilot's client onboarding process: audits, discovery, strategy, then implementation plans covering processes, behavior, training, and KPIs.
Could you do like an elevator pitch of what the Zen Pilot blueprint is? It's the engagement that we start with with every one of our clients. So when they come in, we want to figure out some teams are coming from different platforms, some teams are in the current platform. It's going to be an audit of how you're currently doing business and how you prefer to work with your clients. It's really our discovery and strategy for what a proper implementation would do. But the whole idea behind it is like, we've got a design for those three areas. The processes, behavioral side, that habit side, designed for the training, designed for, like, what level of membership. We need all of that stuff in that first engagement. That blueprint is how we figure out what do you need to track, what do you need to see what's the end result. And we basically take that end result design back from that and put it together on a blueprint. We Also look at KPIs that you want to track, give you that path to be able to do so in the future.