Assessment + Implementation
Show Us What You Got…
UNDERSTANDING YOUR BUSINESS
Welcome to your Assessment & Implementation Service
Our team of experts will analyze your sales process, your marketing process, your business strategy, and your entire tech stack.
What To Expect
FROM YOUR Assessment + Implementation
Ready, Set…
Your Kick-Off meeting is
just the start.
We’ll spend a full 30 days conducting an immersive Business Review:
Shared Drive will work with the client to determine areas of improvement in marketing and sales organization and process.
Program Review
After the initial assessment program, Shared Drive will provide a program review with the builder’s Sales Leaders via live video conference. We will identify areas of concern that prevent successful implementation, track + prioritize + solve issues, and determine an action plan and ownership of execution. We will provide all guides to suggested solutions.
What You Walk Away With
Lead Source Report
Lead Viability Report
OSC interaction analysis
Business Synopsis
Shared Drive Implementation Plan
A Plan For Growth
Here at Shared Drive what matters to you matters to us. Included with every CRM Implementation and Annual Partnership is our Assessment + Implementation Process. Our team will conduct an in-depth exploration of your organization and its objectives. This intensive process will furnish us with the information necessary to design and develop an exemplary OSC program, marketing package, or CRM that perfectly fits your company’s needs. Upon completion of this process, we will have formulated a detailed plan outlining how we will collaborate with you to elevate your business to the next level.
Assessment &
Implementation
FAQs
Still have questions? Reach out to us!
Why are Assessment + Implementation services always included with any annual partnership?
Our A+I process uncovers how your team is currently handling leads, CRM use, and marketing systems. It ensures our solution fits your needs and sets the foundation for long-term success.
As part of this service you’ll receive:
- Lead Source Report: A breakdown of your current lead sources, volume, and attribution accuracy.
- Lead Viability Report: An analysis of quality, follow-up rates, conversion potential, and database health.
- OSC Interaction Analysis: A review of your OSC response times, messaging quality, and CRM habits.
- Business Synopsis: A high-level summary of your current processes, team structure, and tech stack alignment.
- Shared Drive Implementation Plan: A step-by-step roadmap outlining our recommendations, onboarding plan, and performance goals based on your priorities.
What’s covered in the Implementation phase?
Implementation includes CRM and tech stack optimization, lead routing structure, internal process alignment, communication flow between OSC and sales, and tech setup documentation.
How much do Assessment & Implementation services cost?
A+I services are included with any full-year OSC or Marketing partnership. Standalone pricing is available for one-time audits. Contact us for a custom quote and next steps.
Do your A+I services include a marketing audit?
Yes. Every A+I engagement includes a marketing audit that evaluates branding, messaging, conversion tracking, CRM data, and funnel performance.