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Drive: Turn Systems Into Adoption

Your systems are built. Now it's time to make sure your team knows how to use them.

In the Drive phase, we create comprehensive documentation, build playbooks, and train your team on their new resources — so your new systems get used consistently and effectively.

Why Drive Matters

Systems Only Work If Your Team Uses Them

The biggest reason new systems fail? Not the tools — the adoption. Most teams slip back into old habits unless someone guides them through the change. Drive makes sure your investment actually sticks.

Drive is where implementation becomes adoption.

You've invested in building the right systems. Now we make sure your team actually uses them — the right way, every time.

We document how things should be done, create resources your team can reference anytime, and train them on the processes (not just the tools) — so adoption is smooth, consistent, and sustainable.

Important: Drive is most effective after completing the Deploy phase. We train on systems we've built, ensuring accuracy and alignment with how your CRM and tools are configured.

For businesses that completed Design but are implementing on their own, we offer a Basics package (see Package 1 below) focused on non-CRM-dependent documentation.

By the end of Drive, your team will have clear documentation, proven playbooks, and the training they need to execute with confidence.

 

Stacked Books

Before You Book Drive

Drive is most effective after completing the Deploy phase.

Deploy builds your systems; Drive ensures your team knows how to use them.

Alternative Path: If you completed Design but are implementing systems yourself, see Package 1 (Basics).

 

Start with Deploy
What’s Included

How We Drive Adoption

Our Drive process creates the documentation, training, and resources your team needs to use your systems consistently and effectively.

1

Kickoff Call

A 30-minute session to confirm documentation priorities, align on scope and deliverables, and finalize the delivery timeline.

2

Enablement Library & Training

Based on the Drive package you choose below, or any add-ons, Funnel Forward empowers your team to perform with clarity, consistency, and confidence.

3

Secure Client Portal

All documentation, playbooks, training recordings, and resources are housed in your secure workspace — accessible anytime for your entire team.

 

DRIVE PACKAGES

Choose the Right Drive Path for Your Business

We offer three Drive packages based on your needs and what phase you've completed:

  • Basics
  • $7,500 CAD
  • $5,625 USD
  • BEST FOR: Businesses that completed Design (but not Deploy) or need foundational process documentation
  • Choose This Package
  • WHAT WE CREATE:
  • 1-3 accountability framework docs (role clarity, responsibilities, KPIs, expectations)
  • 1-3 onboarding plans (matched to accountability docs)
  • Onboarding/offboarding checklist
  • Lead qualification methodology & script
  • Data security guidelines
  • Process maps & visuals from Design (reused/included as relevant)
  • Team orientation session (60 min, all functions)
  • Executive debrief call
  • Choose This Package
  • PAYMENT OPTIONS: 1. Accelerated Path - Lump sum upfront (2-3 week delivery), or 2. Retainer Path - Monthly billing over 2 months (2-month delivery)
  • Comprehensive
  • $22,000 CAD
  • $16,500 USD

  • BEST FOR: Businesses that want a complete enablement library with video training and expanded team coverage

  • Choose This Package
  • WHAT WE CREATE:
  • Everything in Essentials, PLUS:
  • 10-15 SOP videos (video versions of all written SOPs)
  • 4-6 accountability framework docs (3 additional roles beyond Basics)
  • 4-6 onboarding plans (matched to additional accountability docs)
  • Business Systems Playbook (centralized resource hub with all docs organized)
  • Team training for 3 functions (Marketing, Sales, Operations — 90 min each)
  • Choose This Package
  • PAYMENT OPTIONS: 1. Accelerated Path - Lump sum upfront (7-8 week delivery), or 2. Retainer Path - Monthly billing over 4 months (4-month delivery)
Add-Ons

Customize Your Drive Package

Video SOPs

$350 CAD / $263 USD per video
(Packages 1 & 2 don't include videos by default)

Additional Accountability Framework Docs

$400 CAD / $300 USD per role
(Beyond package limits)

Additional Onboarding Plans

$500 CAD / $375 USD per role

Additional Function Training Sessions

$750 CAD / $563 USD per 90-minute session

Business Systems Playbook

$2,500 CAD / $1,875 USD
(Package 1 or 2 add-on)

What You’ll Receive

Documentation Your Team Will Actually Use

Comprehensive Enablement Library

A centralized, organized collection of resources tailored to your business:

Accountability Frameworks
Role-specific documentation defining responsibilities, KPIs, and performance expectations — so everyone knows what success looks like and who owns what.

Standard Operating Procedures (SOPs)
Clear, step-by-step documentation (written and/or video) for key processes across marketing, sales, and operations.

Onboarding Plans & Checklists
Structured plans for bringing new team members up to speed quickly and consistently, plus onboarding/offboarding checklists.

Lead Qualification Methodology & Script
A clear framework and scripted guide for qualifying leads consistently across your team.

Data Governance Policies
Standards for data entry, ownership, validation, and hygiene to ensure reliable, trustworthy data.

Data Security Guidelines
Policies for passwords, devices, and document handling to protect business data.

Process Maps & Visuals
Visual workflows, customer journey maps, org charts, and accountability matrices from your Design phase — incorporated into relevant documentation.

Business Systems Playbook (Package 3)
A centralized hub organizing all documentation, policies, and resources in one easy-to-navigate location.

All resources are stored in your client portal for easy team access anytime.

Executive Debrief Call

A 60-minute session with leadership to:

▫️Review all enablement resources created

▫️Discuss adoption strategies and accountability

▫️Answer questions and address concerns

▫️Align on rollout timeline and ownership

▫️Approve materials before team orientation

Team Training & Orientation

Depending on your package:

▫️Team Orientation (60 min) — Cross-functional overview for all teams on new resources and how to use them

▫️Function-Specific Training (90 min each, Package 3) — Deep-dive sessions for Marketing, Sales, and Operations on their specific processes, playbooks, KPIs, and tools

We don't just hand you documents — we ensure your team knows when and how to use them.

What Makes Our Drive Different

Documentation That Actually Gets Used

Most businesses have documentation scattered across drives, buried in email, or trapped in people's heads.

We don't do that.

Every resource we create is designed for real-world use — clear, accessible, organized, and tied to how your systems actually work.

What makes it different:

✅ Built for your systems — Documentation reflects how YOUR CRM and tools are configured
✅ Organized centrally — Everything in one place, easy to find
✅ Designed for adoption — Written in plain language, not corporate jargon
✅ Includes training — Your team learns how to use the resources, not just where to find them

 

Knowledge - Develop (Website)
Who Drive Is For

Is Drive Right for Your Business?

Drive is ideal if:

✅ You've completed Deploy and your systems are operational
✅ You want your team to use systems consistently (not just "figure it out")
✅ You're tired of answering the same questions over and over
✅ You want documentation that's actually useful, not shelf-worthy
✅ You're doing $750k–$5M in revenue and ready to scale with clear processes

Alternative: If you completed Design but are implementing on your own, Package 1 (Basics) may be a fit.

Not sure if you're ready?

Start with Discovery to diagnose what's broken, then Design to blueprint the fix, then Deploy to build it.

What Happens After Drive

Your Path Forward After Drive

Once Drive is complete, your team has the documentation, training, and resources they need to execute consistently. From there, you have two options:

1

Move into Develop (Ongoing Optimization)

Now that your systems are built and your team is trained, we can work with you ongoing to refine what's working, fix what's not, and scale your systems as you grow.

Learn About Develop
2

Launch on Your Own

Your team is trained, your documentation is complete, and everything is housed in your client portal. You're ready to run independently.
 
Keep in mind: Systems and processes need ongoing refinement as your business grows. Develop provides ongoing support to optimize performance, update documentation, adapt systems to changing needs, review strategy and roadmap alignment, provide tech optimization, and offer advisory guidance as you scale.

 

No pressure. No hard sell.

Drive gives you comprehensive enablement regardless of what you choose to do next.

What Comes Next

Once Drive is complete, your team has clear documentation, proven playbooks, and the training they need to execute with confidence.

From there:

▫️Develop — Ongoing optimization and support as you grow

▫️Launch independently — Your team is enabled and ready

Next up: 👉 Develop — Optimize & Scale Over Time

Ready to Enable Your Team?

If you've completed Deploy and your systems are built, it's time to ensure your team knows how to use them consistently.

Get documentation and training that drives real adoption.