ProcessKit Implementer

More Profitable & Predictable Projects in 30 Days.

(Without disrupting your current pipeline)

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We’ll give your processes a tuneup, then implement a more efficient way for your team to execute repeatable projects, so that your business is set up to scale.

Winging it on projects is costing...
how much???

When your projects lack a solid process and predictability...

A better process can be the most profitable decision you make this year.

With a better process in place:

...New clients can’t wait to rave about how right they were to start working with your company.

...Client retention is better than ever because your systems deliver results like clockwork.

...Employees do better work and stay with you longer. Training new people new ones happens effortlessly.

In other words, growth doesn’t just happen. It requires a better process.


A simple SOP is not enough.

Wouldn’t it be great if every project followed the same script?

Well, that’s just not how work happens in the real world. Not everything fits a simple checklist or SOP.

There are options, special circumstances, extensions, up-sells, add-ons, configurations... Not to mention client delays and fulfillment mishaps. You’ve seen it all.

This is where the magic happens.

Our software, ProcessKit, can be programmed to automatically adapt to all of the variations that come up in your projects. It eliminates the bottlenecks that crop up when things don’t go according to plan.

But just like any smart strategy, the more you put in, the more you get out.

Setting up ProcessKit with a process, tailored to your company’s work—complete with the right integrations and dialed-in automations—requires some thoughtful in-the-weeds work.

ProcessKit Implementer does the heavy lifting for you.
And then some.

When you know it’s time to upgrade your systems and process, and when you want it done with the careful attention to detail that this deserves, ProcessKit Implementer is here.

During our 30-day implementation, we’ll handle-for-you all the things, such as:

Process audit and (re)design

Automation programming

Zapier integrations

Private, personalized, recorded training

...Without the disruption and distractions.

We know you’re busy. You’ve got active projects and pipeline that won’t stop. We get it.

With just a few strategy sessions with you and your team, we’ll get what we need to get to work for you.

Then we’ll implement a plan to phase in ProcessKit gradually, and we’ll help your team get set up and trained up with a personalized, private, team workshop.

How it works

Step 1

We audit your current projects to understand who’s doing what, why, and how.

Step 2

We use our proven 5-point system for streamlining your systems and processes.

Step 3

We handle the legwork of implementing your improved systems and workflows in ProcessKit, then host a private workshop with you and your team so you hit the ground running.

Who should apply

If your company...

Has been in business (with paying customers) for more then a year.

Has a team working on projects.

Sees a lot of repeatable work that’s in need of a better process.

One Time Investment

Starter · $1,000

For teams of up to 3

Standard · $2,000

For teams of 4-20

Org · Get in touch

For teams larger than 20

All implementations include an additional month of ProcessKit service after our 30-day implementation concludes, along with priority email support for ProcessKit.

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Your Process Consultant

Brian Casel

Brian Casel

Founder of ProcessKit

Brian Casel is a multi-time founder and operator who specializes in crafting systems and processes for teams to run themselves.

After a successful exit from his first SaaS/productized service business, he built his next productized service company to a team of over 25+ remote people, highly profitable, streamlined with minimal day-to-day input from Brian.

Brian designed and founded ProcessKit to take business operations to the next level. With automations, workflows, and real-world needs in mind, he made ProcessKit the tool he always wished his businesses could run on.

Frequently Asked Questions

Can you implement software other than ProcessKit?

This service is intended to set your company up on ProcessKit, our own software that we've designed specifically for this purpose.

However, as part of our implementation, we can integrate ProcessKit with any other tools you want to continue using alongside it.

As a customer of this service, your ProcessKit subscription won't begin until one month after your implementation service ends. If you're already a ProcessKit customer, then your ProcessKit subscription billing will be paused during your implementation service and resume one month after.

Can you migrate our docs from another tool?

Yes, as part of this service, we can migrate any and all process documentation out of other tools and into your ProcessKit account. Along the way, we will consult with you on ways to improve and streamline your processes.

How many processes will you create for us?

Every company is a little different, so the number of processes may vary. We will focus on the most commonly used processes within your company. A typical engagement includes 3-5 primary processes, sometimes with smaller sub-processes that break off from those.

How long does the engagement run?

This service is designed to take approximately 30 days from start to finish. Sometimes call scheduling can cause this stretch a few days past that, or run a bit faster.

Can we work with you for additional sessions later on?

Yes, you're welcome to re-purchase an additional Implementer service anytime down the road at a 10% discount.

You will also receive complimentary priority support for ProcessKit.

I have other questions...

Apply below to book your free consultation call where we can discuss all of your questions.

Apply Now