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Existing WorkflowMax Users: 1-Week Health Check & 2024 Blueprint, based on Your Itemised Hitlist

For the existing WorkflowMax (by Xero) business, who want a detailed plan based on their specific hit list - with our best thinking and experience thrown in 😎

Send the workbook!

 

Get experienced WorkflowMax, business systems, job processes, staff training and change management guidance on your unique and specific situation, from a partner who has worked with over 300 WorkflowMax clients
We focus on your specific hitlist and situation - within WorkflowMax capability and beyond.

We understand the power of planning and building confidence in a chosen path of attack.  We want to ensure your experience is not only smooth, but tailored to your unique needs.

Introducing our exclusive Health Check & 2024 Migration Plan workbook, designed to empower you with a comprehensive roadmap for a successful WorkflowMax by BlueRock migration and how this fits into your broader tech and business strategy.

How do we work together on this? 

Async, with optional Zoom call, 3+1 steps:

To make the best use of your time over this end of year/start of year period, we have designed the health check & audit to be mostly 'async', which means we collaboratively work on your workbook together, with the option of a live Zoom call to go through your strategy and tech plans for 2024, inclusive of how you will approach the WorkflowMax by Bluerock migration.

  • You sign up below, get a copy of your own Workbook, and add your Hitlist & key background information
  • We then complete our Expert Review & Recommendations based on your hit list, background detail and optional review of your WFM account (if you provided access to us as an advisor)
  • You receive the returned document with a bespoke plan of attack to each line item, with optional 'Power Hour' live strategy Zoom call to review together.

Core Inclusions

WFM HC inclusions_ Your Hitlist

Your Hitlist

Your Hitlist

Fill in your hit list of 20 business issues you want to address with WorkflowMax (pain points, opportunities or goals)
WFM HC inclusions_ Expert Review

WFM Expert Review

WFM Expert Review

We respond line by line with our best thinking on the approach to address that particular item in WorkflowMax, our outside of it (via best practice)
WFM HC inclusions_ 2024 Blueprint

2024 Blueprint

2024 Blueprint

Refine your 'Manage Jobs @ Scale Profitable Progress Plan' for 2024 with an increased awareness and understanding of your options, and continue to build out your WorkflowMax workbook pages as you plan for migration.
WFM HC inclusions_ Strategy Call

Strategy Call

Strategy Call

Review your results live with us over a recorded Zoom strategy call.  (Optional add-on)  

Limited Bonuses - inclusions with your Health Check

For purchases made before July 31, 2024, receive these additional bonuses with your Health Check!
WFM HC Bonus Base Rate Calculator

Base Rate Calculator

Base Rate Calculator

Google Sheets Base Rate Calculator Template - convert annual salary into a cost rate per hour to add to WFM for accurate profitability
WFM HC Bonus Team Capacity Planner

Team Capacity Planner

Team Capacity Planner

Google Sheet template to calculate the total dollar value of your teams' capacity by director, per month based on model inputs such as working days, productivity target, recovery % and more.
WFM HC Bonus Job Template Planner

Job Template Planner

Job Template Planner

WFM job template planner - what standard tasks, costs, phases (previously folders) are on your standard job templates to expedite job set-up?
WFM HC Bonus_ Migration Plan on a page

WFM by BR: Migration on a Page

WFM by BR: Migration on a Page

A WFM by BR Migration Plan, on one page.  The key phases, activities, milestones on your journey to Go-live/Relaunch and beyond.
WFM HC Bonus_ Job revenue forecasting

Job Revenue Forecasting in WorkflowMax

Job Revenue Forecasting in WorkflowMax

How to use WFM and its custom fields to build a process to have a rolling job revenue forecast in WFM, to compare to budget
WFM HC Bonus WFM + Asana

Using WFM + Asana: AQ Iceberg Model

Using WFM + Asana: AQ Iceberg Model

30 Min demo call on our methodology around using task management platforms, specifically Asana, in alignment with WorkflowMax.  What we call the 'iceberg model' method
WFM HC Bonus_ Hubspot Audit + Strategy Call

Free Hubspot Audit + Strategy Call

Free Hubspot Audit + Strategy Call

Existing Hubspot user?  Want a free Hubspot audit and strategy call?   This is a free audit included with your purchase of the WFM Health Check & 2024 Blueprint package from AQ
Asana HC Bonus $100 off Inbox Zero Program

$100 off Inbox Zero Program

$100 off Inbox Zero Program

Promo code bonus for AQ Clients

Stop Drowning in Email, take control and save 3-5 hours per week.

Empower your people with world-class operational efficiency training, led by our partner, Leverage

Lock it in? 

 

"I found Apparatus Quo very knowledgeable of the old and new WFM. They understood all my questions and provided a step-by-step guide to address each point. I have no hesitation in engaging them for our transition to WFM by BlueRock."

Grace Mona | Finance/Admin Manager
Focus Environmental Pty Ltd

"Apparatus Quo were excellent to work with on streamlining our processes within WorkflowMax. The insights and recommendations provided were functional and useful and their knowledge of the product is exceptional! I'm looking forward to working with them further to assist with our transition to the new WFM."

Jack Pitt | Director
Noise Vibration Consulting

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