Ready to get these systems going? Here's how it works:
Steps to Making Your Project Move
Assess and Orient: I get to know you and your business, including its strengths and greatest challenges. This includes review of current systems and an initial assessment report.
Prioritize and Clarify: After a thorough assessment, we clarify the top priorities to address to get your business organized and successful. This includes a survey of key needs moving forward.
Plan and Meditate: I offer options for new systems to address your priority needs and organize your business for you. We play and imagine the most streamlined scenarios. I will encourage you to breathe and sit with the different options before deciding so that we find usable, highly engaging solutions for you and your business. This includes research on alternate systems (if required) and on possible integrations between current systems.
Implement and Activate: I set up the new systems (for example, CRM, scheduling software, event management, etc.) so they work from your phone, I train you and your team, carrying your business smoothly towards greater impact.
Services Include:
Development, Events, Strategy & Operations Consultation
- Strategic Planning & Implementation (short and long-term)
- Fundraising & Development Operations
- Design of Operations & Administrative Systems
- Event Planning & Coordination
- Financial Management & Accounting Systems, including Budget Management
- Project & Task Management Systems Implementation (including Workflow Assessment)
- Customer Relationship Management
- Provide expertise on Invoicing & Billing Systems
- Marketing Strategies, Social Media, & Email Campaigns
- Expert Advise on selecting the best Website Management & Design for your organization
Pricing:
Assessment Package
A Roadmap to Calm in Your Business
Get out of the weeds for good. See where your visionary business goals meet operational and functional flow- with simple, strategic, workable systems. Make your business work better for you with a plan that is designed with YOUR unique needs in mind, one that is liberating and deeply supportive of both you and your clients.
What you Get:
You'll receive a detailed plan to navigate your way to a more organized and relaxed approach to daily business operations. A plan that is built with awareness of the unique needs of each business and the humans who operate it.
Includes:
This package is ideal for creative entrepreneurs: coaches, bodyworkers, therapists, yoga/meditation teachers, artists, performers, and anyone who puts on live events in their business.
A Roadmap to Calm in Your Business
Get out of the weeds for good. See where your visionary business goals meet operational and functional flow- with simple, strategic, workable systems. Make your business work better for you with a plan that is designed with YOUR unique needs in mind, one that is liberating and deeply supportive of both you and your clients.
What you Get:
You'll receive a detailed plan to navigate your way to a more organized and relaxed approach to daily business operations. A plan that is built with awareness of the unique needs of each business and the humans who operate it.
Includes:
- Strategy Session in the beginning of assessment, including detailed questionnaire of current system.
- Review of pain points in your current system, identify/analyze opportunities for ease and flow.
- In-depth analysis of several possible solutions-- apps, programs, platforms-- that will address your biggest admin challenges
- Guidance through the many possibilities to identify the systems that will work for YOU and your business
- Report of Recommendations and Implementation Plan
- Final Strategy Session to discuss Final Recommendations and Implementation Plan
This package is ideal for creative entrepreneurs: coaches, bodyworkers, therapists, yoga/meditation teachers, artists, performers, and anyone who puts on live events in their business.
Monthly Retainer Packages
If you want to work with me monthly, we will start with the Assessment and move into Implementation and address other ongoing needs.
Packages start with 10 hours of Implementation Hours and four (30-minute) Strategy Sessions
Sound good?
Get in touch for a free consultation
If you want to work with me monthly, we will start with the Assessment and move into Implementation and address other ongoing needs.
Packages start with 10 hours of Implementation Hours and four (30-minute) Strategy Sessions
Sound good?
Get in touch for a free consultation
