Step 1: 

We have a consult call to learn about your current challenges and objectives, and see if we will be a good personality fit.

No-Go’s: a-holes, people who are controlling, micro-managing, have trust issues, and/or blame others for their problems.

Step 2:

I send you a questionnaire to get more details on your business’ current function, perceived issues, long-term goals, and desired outcome from this engagement. This short form should only take about 15 minutes to fill out.

Step 3:

If I can help you, we will schedule a longer call to discuss potential solutions and demonstrate my value, before sending you a custom proposal. (This is where I show you how I can help you.)

Note: This is a complimentary session.

Step 4:

We start with an onboarding session to get any updates since our last call. The first month is all about performing a business assessment. We record everything we find, prioritize your company’s projects/tasks aka “immediate fires,” and I take stuff off of your plate.

Step 5:

We meet weekly for 30 minutes to an hour to manage projects, align priorities, and maintain communication and accountability. We can also hold another meeting at month’s end to ensure we’re on track.

Note: some clients and I talk on a daily basis, usually via Slack. I become an extension of your team without being an employee, and I can also collaborate with vendors and other service providers on your behalf to free you up even more.

Disclaimer: We are not executive/virtual assistants. We don’t offer copywriting, web design, graphic design, social media management and or legal /sales/ marketing. But if you need such specialists, we can help you source and manage these people. We can also take on these types of tasks on an interim basis with the intention of systematizing, documenting processes, and training new hires.