Do any of these sound like you at this point?

You’re by far not alone.
All successful businesses hit this point.

You’re ready to add in team members, but don’t have the right systems in place.

You and your team feel like you’re always scrambling ie. hot mess express.

You’re done investing in and tinkering with new software only to find out it doesn’t actually meet your needs.

You want systems in place that you can truly trust will do what they’re supposed to so you’re not searching for wifi to check emails on your relaxing beach vacation.

You feel like you’re constantly losing leads over little things that could be systemized.

You’re simply done feeling like you have to do it all yourself in order to have it done right.

FEELING SCATTERED, EXHAUSTED, AND TRYING TO DO EVERYTHING YOURSELF IS NOT PART OF THE PLAN.

The secret to seamless and scalable growth in your business is having a rock solid foundation.

That foundation begins by systemizing your client relationship management (CRM) and project management (PM) processes.

And this is where I step in. As a systems strategist I can help you choose the perfect CRM and Project Management tools so you stop wasting time and can delegate to your team confidently.

I support you in identifying which of the many tools are truly the best solution for your needs, mapping out customized workflows and planning for further implementation based on your specific goals.

I’ve designed STRATEGY CALLS that eliminate all the stress and ensure you’re making the best decisions.

The reality is not all systems software tools are created equal - and what may be the perfect solution set-up for someone else may not meet your needs at all.

And it can be very confusing navigating through all the choices, not to mention time consuming. 

crm

the options

Customer Relationship Management System

CRM Strategy Session

Check out the details! >

+PM

Customer Relationship Management AND Project Management System

CRM+PM strategy session

Check out the details! >

I offer two types of strategy calls.
 Both consist of laser focused time together. But the work begins even before the session, and is broken down into three distinct parts.

Not sure which is right for you?

Click the buttons above for a breakdown of exactly what each session includes and booking options.

crm

CRM Strategy Session

Book this session for $497

part one

The Pre-Intensive

You complete a detailed intake questionnaire so that I can do my due diligence homework/prep. This ensures I am well prepared and we can make the most effective use of our time together.

part TWO

The 90 Minute Session

I will consult and guide you to choose the CRM Software Solution best designed for your business goals, and then map out 3 custom workflows to get you started.

part THREE

The Follow Up

I craft and deliver a detailed report and step by step guide on how to continue implementation of your new systems. ($248 applied to the purchase of a DFY CRM system)

Walk away with a plan, prepared to DIY from here or hire me to do done-for-you support and implement the plan.

GO BACK

GO BACK

CRM+PM

CRM+PM STRATEGY SESSION

Book this session for $997

part one

The Pre-Work

You complete a detailed intake questionnaire so that I can do my due diligence homework/prep. This ensures I am well prepared and we can make the most effective use of our time together.

part TWO

The 2 Hour Session

I will consult and guide you to choose the CRM Software Solution best designed for your business goals, and then map out 3 custom workflows to get you started. We also choose the perfect PM Software Solution and I’ll create up to 3 custom templates for it.

part THREE

The Follow Up

I craft and deliver a detailed report and step by step guide on how to continue implementation of your new systems. You’ll also receive written lists of needed SOPs and a "Who Needs to Be Hired for What" responsibilities guide. 

Walk away with a plan, prepared to DIY from here or hire me to do done-for-you support and implement the plan.

2 Hour Strategy Session

YOU GET ALL THIS:

CRM & PM Software Picks

Detailed Report

Step-by-step Implementation Guide

List of Needed  SOPs

Upto 3 Custom Workflow Templates

Team Responsibilities Guide

GO BACK

GO BACK

Q: What specific systems do you work with?

Your specific system design will depend on your business needs. Systems we typically use are Honeybook, Dubsado, KEAP, ClickUp, and Asana. 

Ready for a solid plan moving forward?

If you know it’s time to access more freedom and scale your business, let’s nail down that strategy.

I'm Ready To book! >

You have questions? I have answers!

Q: What if I already have software systems set-up, but I’m not happy with them?

This is a great position to be in even if it feels frustrating right now. This means you already know what’s working and what’s not so we can narrow down even faster which tools best suit you.

Q: I don’t have a team or employees yet, but hope to soon. Will we be able to choose tools for either situation once I hire?

This is a great question, and one of the reasons having a strategy session with me can be so valuable is that this matters so much. No matter where you are in your business, a one person dynamo or running a team with delegated responsibilities, choosing tools that will support and grow with you are crucial. The answer is yes. These strategy sessions are perfect no matter what season of business you’re in.

Q. What if I need/want ongoing support after this is setup?

No problem! My other offerings include done-for-you services as well and this is something we will discuss in our strategy meeting to see if it would be beneficial for your business (and you’ll get a discounted rate). But know that you will receive a detailed report after our strategy session that sets you up for success if you want to do it yourself. The choice will be yours.