Offerings
I started my business because I believe that sometimes the only thing standing between the people who have ideas to change the world and those who can benefit the most from those ideas is all the behind-the-scenes “stuff” that goes into running a business. I love helping to amplify and deliver on big ideas by taking on the brain space and project management tasks needed to alleviate all the stuff in between.
If you're struggling with:
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Lack of time to focus on clients and develop content
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Client experiences that don't have a clear beginning and end
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Feeling isolated and not knowing where to spend time or resources
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Needing someone who speaks your language and can translate it for your partners
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Facing a business product or book launch and don’t know where to prioritize.
I can help you by:
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Removing tasks off your plate so you can focus on what builds your business
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Creating systems, programs and workflows to standardize your client experience
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Acting as a sounding board to help identify what needs to be tackled and when, and identifying appropriate partners to assist
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Project managing launches and strategic initiatives and managing all stakeholders.
How I’ve helped clients:
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Project-managed book development between authors and publishers
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Worked with stakeholders and vendors to launch new brands and websites
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Developed content for sales pages and email campaigns and executed those campaigns
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Managed migration of email lists between email clients, established tagging systems, and managed mailing lists
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Undertook general website maintenance and updates
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Designed and served as the lead on book launch coordination, email campaigns, and promotional activities
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Established CRMs
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Developed customer service workflows
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Onboarded and managed administrative help
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Systemized and templated clients’ backend systems
System and Programs: Kit (Formerly ConvertKit), WordPress (BeaverBuilder + WP Bakery Builder), GSuite, Notion, Asana, Thinkific, Kajabi, 17 Hats, Pipedrive, MailChimp…and more!
If you know you need help, but you’re not sure where to start…
Systems Audit - $450
Designed for solo entrepreneurs, coaches, thought leaders, and experts who are either just starting out on their business journey, or far enough along that the solutions they’ve implemented to make their business run more smoothly just aren’t panning out.
If that sounds like you, and you’re frustrated and overwhelmed with balancing the real need to spend more time doing the work you love and are best at with the work of starting or growing your business, I’d like to help.
In this audit, we’ll look at where you are, where you’d like to be, and what needs to be done to get you there.
This audit includes:
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An intake questionnaire to see what your goals are and what you currently have in place
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A 60-minute call to follow up on the questionnaire and gain more insight
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A written assessment of what systems you need for long-term, sustainable growth
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A 30-minute recorded video call to review and ask questions
At the end of the call, we’ll discuss the next steps, which can include a Systems Jumpstart package, or ongoing support in the form of a monthly check-in retainer or bespoke Business Concierge retainer.
Systems Jumpstart - $4,500
Over three months, we’ll work together to install and implement all the systems you need to set your business up for success.
We’ll start with a systems audit, then move on to setting up all of the tools, programs, systems, and workflows you’ll need to get started. We’ll check in on bi-weekly calls to ensure alignment, discuss training, and hit progress markers. This can include onboarding support staff, or working with your existing staff to help build and execute.
At the end of the three months, you’ll have everything you need to move forward either on your own or with the help of support staff. Or, we can discuss ongoing support and accountability packages.
If you’re looking for support to help execute…
Launch Project Management - Custom
Books - Website - Branding - Products and Offerings
Good business results come from good project management, and it all starts with good strategy. I have successfully launched products, branding, websites, books, initiatives, and more. I focus on establishing strong vendor and stakeholder relationships to ensure the process runs smoothly from start to successful finish.
I’ll be there from start to finish every step of the way to help develop and advance strategy, create schedules, manage vendor relationships, arrange photography, identify internal stakeholders, manage your budget, facilitate reviews, maintain lists, and anything else involved in your launch.
If you’re looking for long-term customized support…
Business Concierge Retainer - Custom
Join only a handful of your peers in this bespoke offering if you are looking for more intensive partnership support in the running of your business.
As your Business Concierge, I’ll handle solving all the day-to-day systems and delivery questions and pain points you may have, like:
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Developing workflows and content designed to deliver the best customer service to your client
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Helping with budget management and income projections and tracking
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Assisting in year planning, including offering and sales cycles
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Crafting communications and messaging plans for launches and initiatives
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Maintaining lists and executing email and newsletter campaigns
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Partnering with the right strategic partners and vendors to achieve business goals
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Ensuring you are working with the systems and programs you need to achieve your business goals.
We’ll meet regularly to discuss progress, with an eye toward accountability, using your business goals as our guiding star.
While administrative tasks like email, calendar management, and travel arrangements are not part of my offerings I have several trusted partner options for administrative support and am happy to help in the process of selecting them!