What I Offer

When you started your business what did you envision? A day full of creating and coaching, an empty inbox with all of the to-do’s checked off, followed by a relaxing evening with your family and friends and then a full 8 hours of sleep? Instead you are editing spreadsheets, onboarding new clients, sending invoices from your bed and wondering where your day went. I am here to assure your dream CEO life, whatever it looks like, is attainable! It is time to invest in yourself and your business through strategic funnels and systems that work for YOU.

Check out the services below, book your FREE discovery call!

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Dubsdao Set-Up

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Systems Audit

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Systems Transformation

 
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Systems Transformation

Are you ready to step into your CEO with a 90 day transformation?

If you were to take a step back and look at your day, where is your time going? Between managing your team, projects, signing off on tasks, and updating spreadsheets, you are stuck working IN your business rather than ON your business. You need systems so you can fall back in love with running your company.

Here is how I can help
⟶ Systems Audit
⟶ Systems Checklists + Templates
⟶ Blueprint Workflow Creation
⟶ Standard Operating Procedures Development (done with you)
⟶ CRM Review + Automation 
⟶ Bi-Weekly Calls

 
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Dubsdao Set-Up

Are you ready to take your client journey to the next level?

This package is perfect for anyone who has their business up and running but wants one CRM that can handle just about anything. From onboarding, contracts, invoicing with built in reminders to up-leveling your client journey + offboarding that will leave your clients feeling supported, this is your one stop shop to get it all done.

Here is what I can take off your plate
⟶ Blueprint Workflow Creation (Visual Chart)
⟶ Dubsado Complete Set-Up (up to 3 workflows)
⟶ Personalized Video Tutorials 
⟶ 1 Week Voxer Support
⟶ 1 Hour Tutorial Session (1-Member from your team included + recording)

+ VIP package available upon request.

 
 
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Systems Audit

Have you invested in ALL the software and are still not really sure which you actually need?

If overwhelm is starting to take over it may be time to take a look at the systems in your business. Think of it as spring cleaning and purging the platforms you do not need or use and condensing down to systems and platforms that cut the overwhelm and work for you.

Let me help you with:
⟶ Systems Audit
⟶ Blueprint Workflow Creation (Visual Chart)
⟶ Review of Current Systems in Use
⟶ Systems Recommendations
⟶ Optimize Your Current Systems

 
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