That foundation begins by systemizing client journey and your processes.
And this is where I step in. As a systems strategist I can help you choose the perfect software systems so you stop wasting time and can focus on what you do best.
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.
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.
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.
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)
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.
I will consult and guide you to choose the Complete System Solutions best designed for your business goals and based on how you work. Then map out custom workflows to get you started.
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.
Your specific system design will depend on your business needs. Systems we typically use (but aren't limited to) are Honeybook, Dubsado, KEAP, ClickUp, and Asana.
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.
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.
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.