Custom sales, operations, and
accounting automation solutions
Custom sales, operations, and
accounting automation solutions
Our mission is to provide custom solutions for the
processes that rob you of your valuable time,
so you can focus on the future of your firm.
Imagine your ideal sales process... without all the leg work. With our experience working with most CRMs used in the search industry, we can help you simplify and automate your sales process from beginning to end.
View real-time totals for each member of your team and calculate payroll totals in minutes with custom commission sheets that can be taylored to fit any compensation structures.
Seamless transmission of data from your producers to your Operations & Finance team can help avoid simple manual entry errors and omissions and improve interdepartmental communication.
Search Perfected began as a passion project to help search firm owners like you experience significant growth via simple automation and training. With a unique pairing of search industry systems knowledge and aptitude for efficiency, this passion project went full-time almost immediately! We believe in what we do, and we are excited to put our 15+ years of operations & process improvement experience to work for you!
It's simple!
Step 1) Free consultation - A simple screen share will allow us to review your current systems and identify your painpoints.
Step 2) Create a plan of action - We will provide plan to generate custom solutions to eliminate those painpoints for your approval.
Step 3) Figure out to do with your newly acquired free time - Let us do the leg work and get your automation wheels in motion. Once completed, we can coach your internal operations or administrative staff on best practices for maintaining your new systems on a day-to-day basis.
We have helped over 25 satisfied firm owners refocus their energy on leadership and production by providing the tools necessary to eliminate unnecessary tasks and inaccuracies in data. We are fueled by your growth and satisfaction.
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