Let’s find ways to streamline & automate your systems, so you can spend less time working IN your business and more time working on what you love.
We offer the following TWO ways to work with us.
Systems Strategy Session
This is great for new or experienced business owners who need guidance on business strategy, systems, tools, productivity, workflows and automation.
60-minute business systems audit – review of current systems in place for lead management, onboarding and offboarding clients, organization, workflows, client management, communication, project management etc.
Detailed PDF and video overview with recommendations and strategy for systems to implement, tools to use, etc.
30-minute follow up call a month after
Investment: $197 (credited towards Systems Intensive, if later booked)
Systems Set Up
Just signed up for a new tool but not sure how to set it up? We’ll start with a Systems Strategy Session, to get clear on how to integrate the new tool(s) into your current systems. From there, your tool is completely set up for you.
Tools we set up include but are not limited to:
This is perfect for the business owner that needs more than just strategy - you need implementation. We’ll start with a Systems Strategy Session, to get clear on your current systems and the best strategy to move forward with.
Over the next six weeks, watch your strategy come to life as everything is set up for you! All processes will be documented using flowcharts and Standard Operating Procedures (SOPs).
This package includes set up or clean up of:
Client Relationship Management (CRM) tool
Project Management tool
Email Marketing tool
Includes unlimited Voxer support during setup and 60-minute follow up call one month after.