Let’s make the business part… easier!
Already know we’d be the perfect match? Skip ahead to check out my services!
You want to get back to the work you’re passionate about.
You built your business to do something that you love, but along the way the demands of client & lead management, launching new products and services, project management & administration took over.
I believe in leveraging tools, technology and processes to reclaim your time. I aspire to help businesses build processes that reduce administrative overwhelm, improve the client experience, and regain control of their day-to-day operations. Let’s get you back to the work that brought you into business in the first place.
“Organization begins with awareness of what doesn’t work for us.”
The Process Audit
Are you unsure of how to build a process for your business? Have you built a process, but it’s not working the way you expected it to? Do you want advice on how to take a client or project management process to the next level with automation?
A system audit is a 90 Minute One-on-One Session. We’ll map your process flow from start to finish, and you’ll receive advice and recommendations on how to build it, improve it, and automate it!
You’ll leave with:
A clear understanding of your process & next steps to alleviate pain points in your business.
Recommendations of tools and technology to help you optimize your existing processes & operations.
A process map to use as a reference while your business continues to grow.
A full recording of the session.
Investment: $300 CAD
CRM Setup
Has your business grown quickly? Are your old processes, platforms or tools just not cutting it anymore? Do you want to reduce the amount of day-to-day administration required to run your business?
A setup is a full Client Relationship Management build using an available platform. We’ll determine the best platform for your business, and map your client experience flow from start to finish. Then, I’ll setup your system & assets, and add automation!
You’ll leave with:
A CRM that includes forms, scheduling, email templates, lead & client management, contract management, invoicing, & automation.
A customized reference guide & 3 hour training session.
A two-week unlimited support period following the end of your project.
Investment: Starting at $2,500 CAD
Business Management
Have your day-to-day operations become overwhelming as your business continues to grow? Is it time to grow your team, and get extra support with client management, project management, analytics or reporting?
My business management package will vary depending on your business needs, but can cover a range of services including administration, client relationship management, project management, analytics and reporting!
You’ll get:
An extra set of hands on your business administration, project management, and client management. That means more time to focus on the work you love!
Processes, systems & SOPs to make your operations run more smoothly.
Dashboards & reports to help you centralize your data!
Investment Varies - Please Inquire!