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Internal

Operations Hub

Documents & SOPs

All internal operating procedures and client-facing documents in one place.

Standard Operating Procedures

Client Onboarding
Steps from initial inquiry through signed contract and scheduled audit
Client Audit Process
Four-phase audit process from pre-audit prep through client debrief
Post-Audit Process
Documentation, follow-up cadence, and implementation tracking after debrief
Implementation Proposals
How to scope implementation work, estimate hours, and create proposals

Tools

Lead Tracker
Manage and track daycare outreach pipeline across all LA-area cities

Client-Facing Documents

Emergency Readiness Scorecard
Client-facing audit scoring template and readiness assessment
Audit Rubric
Full scoring rubric used during facility emergency readiness audits
Quick Audit Rubric
Abbreviated rubric for rapid facility assessments and initial reviews

Marketing Documents

Brochure
Full-page client-facing brochure covering services and credentials
Bifold Brochure
Print-ready bifold layout for in-person handouts and mailers
Services Document
Client-facing overview of all services and engagement options

Legal

Services Agreement (Draft)
Master client services agreement, pending attorney review
Attachment A — Audit (Draft)
Scope of work for the Medical Emergency Readiness Audit engagement
Attachment B — Implementation (Draft)
Scope of work for Implementation Support engagements
Attachment C — Observation (Draft)
Scope of work for Staff Readiness Observation engagements
Attachment D — Annual Partnership (Draft)
Scope of work for the ongoing Annual Readiness Partnership