EZLynx Workflow Audit
EZLynx Workflow Audit
A focused, practical review of how your agency actually uses EZLynx - with clear recommendations for what to fix, simplify, and improve.
A focused, practical review of how your agency actually uses EZLynx - with clear recommendations for what to fix, simplify, and improve.
Your agency feels overwhelmed by EZLynx features
Everyone uses the system a little differently
You know things could be easier, but don't know where to start
You've had training before, but nothing really "stuck"
What's Included
1-hour discovery call where we'll walk through all your processes from lead intake through renewal.
An analysis of your current EZLynx usage and processes.
A detailed Operational Assessment report with actionable recommendations and EZLynx resources (PDF copy for you to keep and reference).
1-hour review session where we'll go over the Operational Assessment together so you have a clear plan and prioritized next steps.
Investment: $500
I will make sure you have plenty of resources to get you started, but if you would like to continue working with me under an Advisory Retainer, I will credit $250 towards the work we do together.
Ready for clarity?