Jumpstart Your Automation

Let Our Experience Jumpstart Your Efficiency

After doing business document automation for over 20 years, thousands of documents, and working with hundreds of clients, we’ve learned that starting a project strongly has a powerful impact on the success of your project.

Across the board, we have seen better results when people can start using their system quickly; a good start means that you start seeing benefits from automation right away and allows you to keep building momentum as you progress.

To address these needs at Knackly, we have created the Jumpstart program. The Jumpstart program is designed to help you get started automating your documents quickly and gives you our dedicated support every step of the way. With our team at your back, you will be able to move quickly through taking your practice from inefficient methods of production to a fast, responsive system of automated documents.

The Jumpstart Process

We will meet with you as often as you need based on the package you pick.
We will start out by setting up the structure for your automation system, including best practices for Knackly so that you have a solid base to start working from.
We will work with you to determine what should be your first automated business document and then we will automate that document for you.
We will help you decide what documents to work on, set monthly goals, and walk you through any roadblock or automation difficulty you may encounter while you automate your initial documents.

Getting Started

We help you set your overall goals for your project and discuss your expectations.
We discuss your particular type of practice and the needs of your firm.
We will schedule a delivery call.
After the initial call, we will set up the basic structure for your system. These will then be delivered during the next call.

Automating Your First Document

We will work with you to determine which document should be automated first. This is the document we will automate for you. The scope of the first document depends on the start-up package that you pick. (Additional automation time is available above the Jump Start package.)
We will discuss your goals for the next few calls and coming months so that you can continue progressing while the first document is being automated.
We will schedule the delivery call for the first automated document.
- After this call, we will automate the agreed initial document and set it up in Knackly. This finished document will be delivered during the next call and ready for you to use.

Meet when you need help

We will troubleshoot any problems you are having, whether within Knackly or in your templates.
We will discuss your goals and strategies for the documents you are working on and the documents you want to tackle next.
We will help you formulate the automation process you want to use for the remainder of your document system.
We will discuss Knackly’s best practices with you so that you are able to continue forward with steady progress.

Ready to Jumpstart your project

1. Select the Subscription

2. Select the Jumpstart Package

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