Let’s optimize your business-
the Open Door way.
Our Process
Our process at Open Door Office Solutions is designed to be as seamless and personalized as the support we provide. Here’s what you can expect in our time working together.
1. The Discovery Call
We begin with a free 30-minute consultation to get under the hood of your business. During this meeting, we pinpoint your specific bottlenecks and narrow down the exact support your team needs to thrive.
No “cookie-cutter” menus here. We take everything we learned in our discovery and builed a curated action plan and proposal. This blueprint is fully crafted to fit your current goals, whether you need hourly help, a one-time project, or a recurring monthly partnership. Once it’s ready, we’ll set up another call for further discussion, potential modifications, and approval.
2. The Blueprint Phase
3. The Key Handover
Once you approve the plan, we move quickly into onboarding. We finalize the agreement and payment terms, and then all services are ready for immediate implementation. You get direct access to Casie and Erik from day one—no chatbots, no answering services, just us.
4. The Professional Glue Era
This is the life of our contract. We act as your reliable safety net, managing the "nitty-gritty" so you can finally focus on the Big Picture. We use a proprietary reporting process to keep you updated on every win and project milestone along the way.
5. The Pulse Check
Whether you’re investing in our larger strategic audits and deep-dives, or utilizing our we don't just "set it and forget it." We include a post-visit consultation and a 30-day check-in to ensure your new systems are working exactly as intended and your team feels fully supported.
Sound like a plan?
If you think that working with Open Door Office Solutions could be a perfect fit for your business needs, get the process going with your free 30-minute consultation with Erik & Casie.