Strategic Operations Partner
Continue improving your systems, strengthening your client experience and supporting your business as it grows.
- ✓Monthly Strategy SessionA dedicated 60-minute consulting session to review what's working, identify what's creating friction and prioritize your next steps.
- ✓Workflow Reviews and RecommendationsAs your business evolves, we'll refine your workflows to improve efficiency and reduce manual work.
- ✓Client Experience ReviewsWe'll evaluate your client journey, communications and touchpoints to create a more seamless experience.
- ✓System UpdatesMinor updates to workflows, forms, templates, SOPs and automations as your business grows.
- ✓Operational ConsultingNeed a second set of eyes before launching a new offer, hiring a team member or changing your onboarding? I'll help you make a confident operational decision.
- ✓Email SupportReasonable email support for questions, guidance and recommendations between your monthly strategy calls.
What's not included: new workflows, new funnels, new product builds, large CRM builds and new automations.