{"title":"Workflow \u0026 Operations","description":"\u003cp data-start=\"78\" data-end=\"368\"\u003e\u003cspan\u003eWe help small businesses improve organization, efficiency, workflows, procedures, customer communication, and operational systems.\u003c\/span\u003e\u003c\/p\u003e","products":[{"product_id":"jobber-workflow-setup","title":"Business Operation Setup","description":"\u003cp data-start=\"92\" data-end=\"226\"\u003eBusiness operation setup is designed for service-based businesses needing help organizing and streamlining their operations using Jobber or something similar.\u003c\/p\u003e\n\u003cp data-start=\"228\" data-end=\"250\"\u003eThis package includes:\u003c\/p\u003e\n\u003cul data-start=\"251\" data-end=\"542\"\u003e\n\u003cli data-section-id=\"1hfkj6q\" data-start=\"251\" data-end=\"281\"\u003eInitial system account setup\u003c\/li\u003e\n\u003cli data-section-id=\"1oysjgk\" data-start=\"282\" data-end=\"314\"\u003eCustomer intake workflow setup\u003c\/li\u003e\n\u003cli data-section-id=\"ub77xb\" data-start=\"315\" data-end=\"349\"\u003eQuote and invoice template setup\u003c\/li\u003e\n\u003cli data-section-id=\"iogvlz\" data-start=\"350\" data-end=\"377\"\u003eJob workflow organization\u003c\/li\u003e\n\u003cli data-section-id=\"1tq1d7z\" data-start=\"378\" data-end=\"396\"\u003eScheduling setup\u003c\/li\u003e\n\u003cli data-section-id=\"iqjopj\" data-start=\"397\" data-end=\"431\"\u003eBasic automation recommendations\u003c\/li\u003e\n\u003cli data-section-id=\"esro9v\" data-start=\"432\" data-end=\"456\"\u003ePayment setup guidance\u003c\/li\u003e\n\u003cli data-section-id=\"azhyd4\" data-start=\"457\" data-end=\"504\"\u003eClient communication workflow recommendations\u003c\/li\u003e\n\u003cli data-section-id=\"1pmy518\" data-start=\"505\" data-end=\"542\"\u003eGeneral operational recommendations\u003c\/li\u003e\n\u003cli data-section-id=\"1pmy518\" data-start=\"505\" data-end=\"542\"\u003eSystem training session\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"544\" data-end=\"554\"\u003eIdeal For:\u003c\/p\u003e\n\u003cul data-start=\"555\" data-end=\"677\"\u003e\n\u003cli data-section-id=\"7dlv90\" data-start=\"555\" data-end=\"568\"\u003eContractors\u003c\/li\u003e\n\u003cli data-section-id=\"1rfwysq\" data-start=\"569\" data-end=\"594\"\u003eHome service businesses\u003c\/li\u003e\n\u003cli data-section-id=\"xyfyun\" data-start=\"595\" data-end=\"618\"\u003eLandscaping companies\u003c\/li\u003e\n\u003cli data-section-id=\"b51nct\" data-start=\"619\" data-end=\"640\"\u003eCleaning businesses\u003c\/li\u003e\n\u003cli data-section-id=\"plpbqg\" data-start=\"641\" data-end=\"677\"\u003eTrades and field service companies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"679\" data-end=\"1011\"\u003eImportant:\u003cbr\u003eThis package is focused on foundational Jobber workflow setup and organization. Advanced custom automations, API integrations, accounting setup, bookkeeping, payroll, and ongoing management services are not included unless otherwise agreed upon. Third-party subscription fees are separate and paid directly by the client.\u003c\/p\u003e","brand":"Northgate Strategy Group","offers":[{"title":"Default Title","offer_id":42773515993184,"sku":null,"price":399.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0670\/3513\/6096\/files\/Image_6-10-26_at_9.26_AM.png?v=1781101892"},{"product_id":"business-workflow-sop-development","title":"Workflow \u0026 Procedure Development","description":"\u003cp data-start=\"121\" data-end=\"264\"\u003e\u003cspan\u003eBusiness Workflow \u0026amp; SOP Development starting at $999\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-start=\"121\" data-end=\"264\"\u003eBusiness Workflow \u0026amp; SOP Development is designed for businesses needing help organizing, documenting, and improving their operational processes.\u003c\/p\u003e\n\u003cp data-start=\"266\" data-end=\"288\"\u003eThis package includes:\u003c\/p\u003e\n\u003cul data-start=\"289\" data-end=\"555\"\u003e\n\u003cli data-section-id=\"1n0pevh\" data-start=\"289\" data-end=\"310\"\u003eWorkflow evaluation\u003c\/li\u003e\n\u003cli data-section-id=\"ghvy2m\" data-start=\"311\" data-end=\"342\"\u003eBusiness process organization\u003c\/li\u003e\n\u003cli data-section-id=\"1ru9qd9\" data-start=\"343\" data-end=\"391\"\u003eStandard operating procedure development\u003c\/li\u003e\n\u003cli data-section-id=\"kl0fen\" data-start=\"392\" data-end=\"431\"\u003eOperational structure recommendations\u003c\/li\u003e\n\u003cli data-section-id=\"1o9nczt\" data-start=\"432\" data-end=\"456\"\u003eWorkflow documentation\u003c\/li\u003e\n\u003cli data-section-id=\"1clslld\" data-start=\"457\" data-end=\"494\"\u003eProcess improvement recommendations\u003c\/li\u003e\n\u003cli data-section-id=\"9e7cxp\" data-start=\"495\" data-end=\"523\"\u003eTeam workflow organization\u003c\/li\u003e\n\u003cli data-section-id=\"1lltqk6\" data-start=\"524\" data-end=\"555\"\u003eBasic implementation guidance\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"557\" data-end=\"567\"\u003eIdeal For:\u003c\/p\u003e\n\u003cul data-start=\"568\" data-end=\"735\"\u003e\n\u003cli data-section-id=\"1o7d5be\" data-start=\"568\" data-end=\"594\"\u003eGrowing small businesses\u003c\/li\u003e\n\u003cli data-section-id=\"icy0hx\" data-start=\"595\" data-end=\"615\"\u003eService businesses\u003c\/li\u003e\n\u003cli data-section-id=\"1pouz4s\" data-start=\"616\" data-end=\"657\"\u003eTeams needing structure and consistency\u003c\/li\u003e\n\u003cli data-section-id=\"16bh4u7\" data-start=\"658\" data-end=\"689\"\u003eBusinesses preparing to scale\u003c\/li\u003e\n\u003cli data-section-id=\"180euku\" data-start=\"690\" data-end=\"735\"\u003eBusinesses preparing for transition or sale\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"737\" data-end=\"959\"\u003eImportant:\u003cbr\u003eThis package focuses on workflow organization and operational documentation. Legal, HR, compliance, accounting, payroll, and industry-specific regulatory consulting are not included unless otherwise agreed upon.\u003c\/p\u003e","brand":"Northgate Strategy Group","offers":[{"title":"Default Title","offer_id":42773544435808,"sku":null,"price":999.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0670\/3513\/6096\/files\/Image_6-10-26_at_9.28_AM.png?v=1781101892"},{"product_id":"jobber-website-professional-email","title":"Website \u0026 Professional Email","description":"\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eA professional online presence helps customers find your business, learn about your services, and contact you with confidence. This add-on is designed for businesses using Jobber that want a customer-facing website and professional business email connected to their existing workflow system.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWhether you're launching a new business or improving your current setup, we'll help create a professional foundation that supports customer communication and online visibility.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThis add-on may include:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Basic website setup\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Mobile-friendly formatting\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Contact form setup\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Basic branding and color implementation\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Professional business email setup\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Domain connection and email configuration\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Website launch assistance\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Basic business information and service page setup\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Customer contact integration\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eIdeal For:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Service businesses\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Contractors\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Home service companies\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Startups\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Businesses wanting a more professional online presence\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Companies already using Jobber\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eImportant:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis add-on is intended for basic Jobber website setup and professional email configuration. It does not include advanced custom design, ecommerce functionality, advanced SEO campaigns, ongoing website maintenance, custom coding, or third-party software subscriptions. Domain registration, Jobber subscriptions, email subscriptions, and other third-party fees are separate and paid directly by the client.\u003c\/span\u003e\u003c\/p\u003e","brand":"Northgate Strategy Group","offers":[{"title":"Default Title","offer_id":42773554135136,"sku":null,"price":349.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0670\/3513\/6096\/files\/Image_6-10-26_at_9.29_AM.png?v=1781101892"},{"product_id":"business-systems-setup-assistance","title":"Business Systems Setup Assistance","description":"\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eMany small businesses start with spreadsheets, handwritten invoices, disconnected systems, or processes that become difficult to manage as the business grows. This add-on is designed to help organize your operational and financial systems so you can spend less time managing paperwork and more time running your business.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWhether you're launching a new business, transitioning from manual processes, or looking to improve organization, we can help implement systems that support invoicing, payroll, customer management, and day-to-day operations.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003ePlatforms may include:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• QuickBooks\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Xero\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Gusto\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Jobber\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Stripe\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Square\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Shopify\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Etsy\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Other compatible business software platforms\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThis add-on may include:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Accounting software setup assistance\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Customer and vendor organization\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Invoice and estimate template setup\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Banking feed connection assistance\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Payroll workflow organization\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Employee onboarding workflow guidance\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Operational workflow setup\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Spreadsheet-to-system transition assistance\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Basic software integration support\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Business process organization\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Workflow recommendations\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Integration assistance between compatible business systems\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eIdeal For:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Small businesses\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Contractors\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Service companies\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Startups\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Growing businesses\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Companies transitioning from spreadsheets\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Businesses looking to improve organization and efficiency\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eImportant:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis service provides software implementation and operational setup assistance only. Northgate Strategy Group does not provide bookkeeping, accounting services, tax preparation, payroll processing, financial advising, or CPA services. Clients remain responsible for all accounting, payroll, tax, and compliance requirements and should consult a licensed accountant, CPA, or tax professional for financial or tax-related guidance.\u003c\/span\u003e\u003c\/p\u003e","brand":"Northgate","offers":[{"title":"Default Title","offer_id":42776868454496,"sku":null,"price":499.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0670\/3513\/6096\/files\/Image_6-10-26_at_9.30_AM.png?v=1781101892"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0670\/3513\/6096\/collections\/Workflow.png?v=1779910079","url":"https:\/\/northgatestrategygroup.com\/collections\/workflow-operations.oembed","provider":"Northgate","version":"1.0","type":"link"}