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Gain Clarity with Our Tailored Business Discovery

Our Business Discovery service is designed to help businesses identify gaps, inefficiencies, and opportunities for growth. Whether you’re a small startup or a mid-sized business, we offer customized assessments to guide you toward more efficient operations and better system alignment.

Basic Discovery

(up to 4hrs)

Small businesses or startups just starting with system improvements or exploring new software solutions.

Advanced Discovery (up to 8hrs)

Growing businesses with more complex operations looking for deeper insights and optimizations.

Pro Assessment

(up to 12hrs)

Established businesses needing in-depth strategic insights and full system evaluations.

$497

  • Quick audit of existing processes

  • Identification of key pain points

  • Recommendations for immediate fixes and optimizations

  • Overview of opportunities for scaling

$997

  • Comprehensive audit of processes

  • Analysis of integrations & workflows

  • Recommendations for mid-term improvements

  • Best practices for system scalability

  • Opportunity identification

$1497

  • Full system analysis, covering integrations, workflows, & automations

  • Identification of inefficiencies & opportunities

  • Custom roadmap for long-term optimization & growth

  • Full report and consultation on findings

How Business Discovery Works?

  • Initial Consultation: We start with a 30-minute consultation to understand your unique challenges and goals.

  • Deep-Dive Audit: We’ll analyze how your systems are set up, how your team uses them, and where bottlenecks or pain points exist.

  • Report & Recommendations: After the audit, we’ll provide a detailed report with actionable recommendations to optimize your workflows and enhance efficiency.

  • Roadmap for Success: We’ll create a custom roadmap to guide you through implementing the improvements.

Don't worry, we can help!

Simple Practice Business Discovery

The Problem

A growing mental health practice using Simple Practice to manage patient appointments and billing was facing issues with scheduling conflicts, missed payments, and incomplete patient records.

The team struggled to keep the system organized as the practice scaled.

Our Approach

System Audit: We conducted a deep audit of how Simple Practice was being used to schedule appointments, track billing, and manage patient records.

Identified Pain Points: Found that appointment reminders weren’t consistently being sent, resulting in missed appointments and lost revenue. Billing cycles were disorganized, with some clients receiving duplicate invoices.

Recommendations

  • Automate appointment reminders through SMS and email notifications to reduce no-shows.

  • Set up recurring billing for clients on ongoing treatment plans to ensure timely payments.

  • Create custom workflows for better patient record management and HIPAA compliance.

Outcome

Within 60 days, the practice reduced missed appointments by 40% and increased on-time payments by 20%, while simplifying administrative tasks for their team.

Ready to discover hidden opportunities in your business?

Frequently Asked Questions

Answers To Frequently Asked Questions

What services do you offer?

We provides a range of services including business discovery needs, software enablement, software optimization, user training, managed services, digital marketing, and custom quotes.

How can you help my business improve its processes?

We identify your unique business needs and implement tailored software solutions. Our team optimizes these solutions and provides comprehensive training to ensure your business operates efficiently.

What industries do you specialize in?

A Gratton's Edge serves a variety of industries, focusing on businesses looking to improve their processes through systemization, software enablement, and digital transformation.

How do you ensure data security and privacy?

We adhere to strict data protection and privacy practices. Our Privacy Policy outlines how we safeguard your information, ensuring your data is secure and used responsibly.

Can I get a custom solution tailored to my specific business needs?

Yes, we offer custom quotes and personalized solutions tailored to meet your specific business requirements. Contact us to discuss your unique needs and how we can help.

What kind of support can I expect from you after implementation?

We provide ongoing managed services and support to ensure your software solutions continue to perform optimally. Our team is always available to assist with any issues or additional training needs.

Contact Us

(844) 334-3762

292 S Frontage Rd, #1003, New London CT 06320

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