Business Services

EPIC Small Business Snapshot

A comprehensive solution for small business owners and entrepreneurs, offering customer acquisition systems, operational workflows, financial management, and growth strategies for sustainable business success.

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What's included

01 / Included

Marketing Materials

Customer communication email sequences
Social media content calendar for 12 months
Ad templates optimized for local business keywords
Lead magnet and opt-in page templates
Sales scripts and proposal templates
Customer testimonial collection process

Operational Systems

Service delivery checklists and processes
Standard operating procedure templates
Financial tracking and reporting dashboards
Team training and onboarding materials
Project management and task tracking tools
Customer management and follow-up systems

Automations

Lead nurturing and follow-up sequence
Customer onboarding and welcome workflow
Post-purchase satisfaction check-ins
Review generation and management system
Team communication and coordination tools
Financial reporting and cash flow alerts

Sample workflows

02 / Workflows

Customer Acquisition & Marketing

Lead generation and qualification process
Content marketing and social media framework
Sales conversation and proposal templates
Pricing presentation and negotiation guides
Customer onboarding and welcome sequence
Referral generation and management system
Local marketing and community engagement

Operations & Service Delivery

Service delivery and quality control checklists
Customer communication and expectation management
Project and task management systems
Inventory and supply chain management
Scheduling and resource allocation
Standard operating procedure documentation
Customer feedback collection and implementation

Financial Management & Profitability

Cash flow forecasting and management
Pricing strategy and profit margin optimization
Expense tracking and cost control
Invoicing and collections automation
Financial dashboard and KPI tracking
Tax planning and preparation
Investment and growth funding planning

Team & Business Development

Hiring and onboarding process
Training and development frameworks
Performance management and feedback
Strategic planning and quarterly objectives
Business growth and scaling roadmap
Owner time management and delegation
Vendor and partner relationship management

Pricing & bundles

03 / Pricing

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$3997 + $1470/year

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Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$3997 + $147/month

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“

This system transformed my struggling small business into a profitable operation that no longer requires my daily involvement in every detail. The operational workflows alone saved me 20+ hours per week, and the marketing systems have doubled our lead flow without increasing our ad spend. For the first time in 5 years, I took a two-week vacation without checking email once.

Michael Johnson

Johnson Family Construction · Columbus, OH

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