The right systems change everything. Let's find yours.

The Roadmap Review

Your Process Audit

The Roadmap Review

You're hitting roadblocks in your current systems. It's time for a fresh set of eyes and a clear recommendation on the right route forward.

Let's Talk

The Tune-Up

Your System Setup

The Tune-Up

You're ready for a tune-up. I'll get under the hood to build and customize the tools you need to run more smoothly, so your processes work for you.

Let's Talk

The Long Haul

Online Business Management

The Long Haul

Your business is moving, but you need a co-pilot for the day-to-day so you can keep your eyes on the horizon. Stay on track, on time, and growing.

Let's Talk

The Roadmap Session

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: $400 CAD

The Tune-Up

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

The Long Haul

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!