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Who We Are At Upleveling Your Business we are committed to one thing helping businesses grow a profitable systems based business that allows owners and teams to THRIVE Strong Systems allow effective delegation Strong Systems strengthen teams Strong Systems increase confidence and excellence Strong Systems create reliable revenue We have one mission but we accomplish it in many different ways We understand that businesses are unique and need different things at different times in the same way our approach is unique to support those different needs UPLEVELING YOUR BUSINESS Systems We invite you to read through this booklet to learn more about how we can help you then contact us for a free consultation to get the process started Dedicated to Your Success Kristen David and the Upleveling Your Business Team

Our Systems Packages Marketing Systems Manual Vol 1 Marketing Systems Manual Vol 2 Sales Systems Manual Financial Systems Manual Admin Systems Manual General Systems Manual Legal Systems Manual Our Staffing Packages Billing Clerk Bookkeeper Executive Assistant Client Engagement Specialist Client Happiness Coordinator Marketing Assistant Marketing Coordinator Our Boot Camps Hiring and Onboarding Workflows and Workloads One on One Implementation Moving Forward with Systems Not Sure What to Build We re ready to help Text SYSTEMS to 844 403 2303 and together we will find the best choices for your business BASED on WHERE YOU ARE RIGHT NOW

Our Systems Packages Fast Track Your Systems Build Marketing Systems Manual Vol 1 Our Marketing Systems Manual Volume 1 is over 125 pages and covers Backend Marketing Written Content Marketing Planned Publicity Events Speaking Webinars Workshops Social Media Audio Video Capture Editing and Optimizing Repurposing Content and much much more https www uplevelingyourbusinesssystems com msm Marketing Systems Manual Vol 2 Our Marketing Systems Manual Volume 2 is also over 100 pages and has more advanced marketing systems such as Email Campaigns Direct Mail Campaigns Writing Publishing Marketing a Book Podcasts YouTube Online Presence Internet Advertising and more It also supports with advanced marketing planning and hiring https www uplevelingyourbusinesssystems com msm Sales Systems Manual Equip your Sales Team for conversion You will receive a 25 page Policies and Procedures Manual over 20 short videos to help you build an effective profitable sales system from first contact through follow up valuable resources for your Sales Team and more https www uplevelingyourbusinesssystems com ssm 1 2 Our Systems Packages Fast Track Your Systems Build Financial Systems Manual Build your financial systems for security with this 25 page Policies and Procedures Manual video instruction broken down into bite size tips so you can implement them quickly https www uplevelingyourbusinesssystems com fsm 1 Admin Systems Manual Every company needs an Admin Systems Manual to document the behind the scenes operations of the business This manual provides clarity and stability for key operations from hiring and firing to inventory and ordering supplies https www uplevelingyourbusinesssystems com asm General Systems Manual The General Systems Manual is designed for every member of the team to create clarity From naming saving documents to client and team communication https www uplevelingyourbusinesssystems com gsm Legal Systems Manual The Legal Systems Manual sets the stage for Team and Client Communication as well as legal trainings and file organization From checklists by position to example billable words this comprehensive manual unites the team Pick two practice areas get detailed procedures for how to manage a case https www uplevelingyourbusinesssystems com lsm 7

Our Staffing Packages Hire onboard train and work with the specialists you need without wasting your money or time Billing Clerk As a business grows one of the vital elements is to ensure the company gets paid A billing clerk with the right training and onboarding can manage this critical process with ease and at a price point that makes sense https www uplevelingyourbusinesssystems com bcp Bookkeeper Your Bookkeeper must be in sync with your company and what you are trying to accomplish They assist in keeping you well informed with regular reports and knows when and how to raise the red flag when trouble is brewing Finding and Onboarding a great bookkeeper can save you thousands of dollars and endless hours of frustration Taking the time to build this right is worth the investment https www uplevelingyourbusinesssystems com bcp Executive Assistant If you find yourself getting buried in daily tasks an Executive Assistant is what you are looking for Discover how to find the right person train them quickly and equip them to work productively from the start With detailed procedures on calendaring email management and protecting the owner this pacakge has it all https www uplevelingyourbusinesssystems com eap 4 Our Staffing Packages Hire onboard train and work with the specialists you need without wasting your money or time Client Engagement Specialist Too often the Owner becomes the bottleneck to sales Bringing onboard a Client Engagement Specialist is only scary if you don t have a plan We make this process easy https www uplevelingyourbusinesssystems com ces Client Happiness Coordinator Your Client Happiness Coordinator has one focus providing the most amazing service to your clients Create loyal raving fans who help you grow with this package https www uplevelingyourbusinesssystems com chc 1 Marketing Assistant A Marketing Assistant can save you dozens of hours every month and keep your marketing wheel running while freeing you up to focus on what you need to do https www uplevelingyourbusinesssystems com map Marketing Coordinator While a Marketing Assistant can get in the weeds and DO the things you want done as you grow you really need a Marketing Coordinator to MANAGE all seven marketing buckets to move your business forward with RESULTS https www uplevelingyourbusinesssystems com mcp 5 https://www.uplevelingyourbusinesssystems.com/ssm-1 https://www.uplevelingyourbusinesssystems.com/msm https://www.uplevelingyourbusinesssystems.com/msm

OurImplementation System For those that want immediate help to implement better systems in their business Systems Audit of Your Company Interested in having a systems trained eye take a look at your company and give feedback on what to work on We offer opportunities for a written systems audit where we will review your systems in depth and share recommendations on how to further build out systems and implement in each department Overall Audit of Your Company Would you love to have someone come in and spend a few days with your team and get some objective feedback about your culture and what you need to develop so your team and your business thrives We have you covered After an inperson review of your company we provide candid feedback on what to work on to improve your culture and your systems One on One Implementation Calls Want to know what you should work on If you are ready to start building Systems in all areas of your business without starting from scratch then this package is for you It will give you the framework for putting together the 6 key Systems Manuals every business needs Email ClientEngagement uplevelingyourbusiness com for more information 8 BONUS Want to Learn How to Build Your Own SimpleBooklet Check Out This Bonus Video by Kristen David NOW https://www.uplevelingyourbusinesssystems.com/asm https://www.uplevelingyourbusinesssystems.com/fsm-1

Our Boot Camp Programs Build in 6 weeks what most take 6 months to do Hiring and Onboarding Boot Camp Our WHO Shall Do WHAT by WHEN Hiring and Onboarding Boot Camp is a 6 week course designed to Craft a Hiring Infrastructure that brings A Candidates Automate that Hiring Process and Build Out an Onboarding University This Boot Camp gives you over 250 documents scripts examples templates and supports your team with Weekly Office Hours to receive live coaching support You will get the 10 Vital Documents for the 15 positions of a business over 2 million Not there yet this program will help you get there Week 1 Intro to ATS Systems Hiring for Success Week 2 Developing your ATS Systems Week 3 Preparing to Hire and Onboarding Framework Week 4 Departmental Systems and Creating a Strategic Onboarding Week 5 Building Out Your Onboarding University Week 6 KPIs and Scorecards https www uplevelingyourbusinesssystems com hiring onboarding bootcamp 1 Our Boot Camp Programs Build in 6 weeks what most take 6 months to do Workflows and Workloads Boot Camp We give you the framework and examples to quickly and efficiently build out your workflows in each department of your business TONS of sample law office templates are provided plus WeeklyOffice Hours to receive live coaching support Each participating business can send 2 3 members of your team who will craft workflows for their departments and identify the workloads necessary for those tasks so you can increase profitability productivity while increasing confidence Week 1 Workflows Understanding the 10k and 5k views Week 2 Workflows at the 1k view Week 3 Workflows by Departments Week 4 Workloads Pods Week 5 The Real Financial Story Week 6 Forecasting Get Your Team Signed Up TODAY https www uplevelingyourbusinesssystems com workflows workloadsbootcamp 6 3 Schedule Here!