It's time to invest in an expert you can wholeheartedly trust to organize and elevate your business. I take personal responsibility for your success and work hard to support your mission and help move your vision forward.
Embedded Files
Choose which service is best for you
Systems for Success
Imagine if you could:
✔️Use one tool to manage your sales and onboarding process
✔️Have an organized way to track your leads and clients without overwhelm
✔️Have an automated sales and onboarding process so you don't have to be spending time on mundane repetitive tasks
✔️Have an efficient onboarding and offboarding process that gives your clients a customized and high-end experience
HERE'S WHAT'S INCLUDED IN SYSTEMS FOR SUCCESS
90-Minute Process Mapping and Strategy Call
Client Onboarding and Offboarding Email Templates
Custom Branded Lead/Inquiry Form, Proposal, Questionnaire and Contract
Scheduler Setup and Automated Meeting Reminders (never miss appointments again!)
Payment Schedule and Automated Payment Reminders
Payment Processor Integration
Integration with other applicable third-party Apps
Packages Outlining your Offers (no more second-guessing!)
Lead and Job Status
Customized Client Onboarding Workflows
Feedback/Testimonial Request
Training and Tutorials (customized for you with lifetime access)
4 weeks Chat Support after Implementation
Investment: $1,500
Peaceful Processes
What If:
✔️You have an effective way to prioritize and organize your tasks and projects
✔️You have a place to house documents and projects that everyone on your team has access to in real-time
✔️Everybody on your team is on the same page. Everyone knows what they need to do, who’s doing it and when it needs to be done. (No more confusion, no more missed deadlines)
✔️You and your team can communicate and collaborate on tasks and projects in real-time
✔️You can easily manage your team and keep track of what they are working on
I will do all the hard work so that you can effortlessly make the transition with your team.
HERE'S WHAT'S INCLUDED IN PEACEFUL PROCESSES
90-Minute Strategy Call
Customized Workspace, Project and Task Lists
Forms (If applicable)
Team Member Onboarding Process
Team Member Onboarding & Offboarding Checklist
Team Onboarding Email Templates
Daily, Weekly and Monthly Task Checklist
Task and Workflow Automation
Customized Dashboard
Integration with applicable third-party apps
Training and Tutorials
4 weeks of chat support after implementation
Bonus: Standard Operation Procedure (SOP) template
Investment: $1,500
VIP Experience
As a busy CEO, you need dedicated operations support to manage systems and backend tasks so that you can shift your focus from mundane operational tasks to activities that drive impact and income. Don't let these tasks hold you back, get the support you need so that you can THRIVE!
WHAT'S INCLUDED
CRM and Project Management System Maintenance
Process Improvement: Implement New Processes and Systems
Tech set up for Launch and Virtual Events
Lead and Client Management
Project Management
Team Management
Track KPI's
Investment: Starts at $1,0000 per Month
Do you need something else?
How it Works
Discovery call
Complete lead form and schedule a discovery call so I can learn more about you and your business needs to make sure we are a good fit!
proposal
If we are a good fit, I will send you a proposal, contract and invoice.
Let's start working!
After we sign the contract and you pay your invoice, get onboarded then you can get back to business!
Tools I Work With
Dubsado
17 Hats
Monday
Honeybook
Canva
Convert Kit
Mailer Lite
Mail Chimp
Asana
Click up
Calendly
Trello
Zoom
Loom
Hootsuite
Planoly
Later
Slack
G-Suite
Zapier
Google Sites
Report abuse