strategize & plan
You’ve got a business. It’s running. It’s just taking all your time and energy to keep it going. Maybe your client management system isn't as good as it could be. Or perhaps things are falling through the cracks.
There’s got to be a better way. There is. And I can help.
Designing systems that work together smoothly is one of my favorite things to do! Let me smooth everything out for you, so you can spend less time on the administrative side of things and more time with your clients.
Whether you’re looking for a little support or someone to guide you through the whole process, I can help.
Systems Evaluation + Roadmap
If you’re full of DIY spirit but looking for a kickstart and a roadmap I can help.
- During our session, you’ll tell me all about your current business processes
- We’ll figure out what’s working and what’s not each step of the way
- I’ll design a plan that will help you streamline your tools and processes for a more efficient ecosystem
This package will set you up for success in the long run by creating efficient, easeful systems.
Your systems should support you, not bog you down. Harness their power once and for all with this six-session systems intensive!
During your personal Systems Reboot, we’ll work together to get your systems in place and working for you! We’ll cover it all… your inbox and lead funnel, client and project management, time management and outreach strategies. Through a unique combination of evaluation and consulting, tech training, and business strategy, by the end of our six sessions together you’ll feel fully supported by, and in charge of, your own systems.
- Session 1: Identify YOUR GOALS & review and evaluate your current systems
- Session 2: Map your processes & plan your new efficient ecosystem
- Session 3: Optimize current systems & potentially explore new fixes
- Session 4: Set it all up! We’ll work together to fully implement and optimize your whole ecosystem
- Session 5: Go live! We'll make sure your new and optimized systems are ready to go
- Session 6: Adjustments and fine tuning as needed based on using your systems live with clients
By the time we’re finished, you’ll feel confident using your systems and you’ll know that they’re supporting you as efficiently as possible. You’ll be able to focus on serving your clients and marketing outreach to generate leads, all while effortlessly managing your daily workflow.
TL:DR - This is for you if…
- Your systems are stressing you out more than helping you (or you don't have any systems in place)
- You know there's got to be a better way that keeps you less stressed and supports your business