& Data Optimization
Your time and your energy are incredibly valuable! In fact they are the two most valuable resources you have. And so often you feel like both are being stolen from you, doing things you don't want to be doing. Instead of feeling joy in your business, getting free time with your family and feeling like you're rocking it, you feel stuck, trapped under piles of endless paperwork and waves of constant emails!
It can be so hard to know where to start to clear a path to success! But I can help! As a small business owner, a marketer and a planner, I'll help you identify your very best workflows and turn them into repeatable, sustainable, automated processes. You'll be able to save time, focus on what you love, deliver the same great experience to every client and cut the overwhelm from your business!
Get the unfun things off your to do list!
Don't keep wasting your valuable time on the all the things in your business that don't bring the most value!
Analytics & Insights
Step 1: Start off on the right foot and get your data in order. Analytics and insights for your business come in many forms - web data for your website traffic, sales data, survey data and so much more! All of this data is vital to informed, data driven, decision making and setting up efficient processes requires having accurate, consistent and easy to understand reporting.
Proper analytics and insights reports are easy and actionable! I'll make sure you don't have to waste time wondering or digging through incomprehensible numbers!
All Analytics & Insights packages include two consultations, before and after to determine your goals and optimize your set-up and an action plan to help you continue managing your data!
Web Traffic Data Reporting - $995
Cost & Income Data Organization & Reporting - $995
Do you struggle with your cash flow data and keeping track of your incomes and expenses?
You will get:
- An audit and optimization of your income and expense collection process
Local SEO Audit & Action Plan - $995
Appearing in Google search results is one of the best ways to share your business with potential clients, drive them to your website and grow your business! But it's so, incredibly confusing to know what you've done right and what you haven't and how to get yourself on those first pages when your ideal client searches. Not only will I review where you are now, but I'll provide you an easy to follow checklist with instructions on how to improve your rankings.
Ready to Book?
Simplify and Automate your to-do list!
Organize your processes into simple, easy to manage to-do lists and automate your workflows to take the stress out of your business!
Business Process & Workflow Improvement
Step 2: Organize your business processes and workflows to make them easy to manage! It's hard to know what to do next when the list seems endless and confusing. We can work together and create easy to follow actionable plans for all your business needs.
Once the to-do lists are create, we can use the appropriate tools to automate time consuming parts of the process to save you energy, make sure every part of your business process is consistent and keep you organized.
Every package will include two consultations to audit your current process and business goals and optimize your processes and a checklist action plan with clear, categorized tasks!
Process/Workflow Consultation & Action Plan - $995
If you're overwhelmed with the business part of your business and need help setting up easy to follow processes!
- Up to five consultation meetings to discuss your business, your current processes and your difficulties and to craft an updated process and workflow plan to help save you time
17hats Consultation & Action Plan - $750 or $500 as add-on to Process Audit
Whether you have an existing 17hats account or are starting a new account, this service will provide actionable steps to make sure you're using your 17hats CRM/Project Management software to it's fullest!
- Two consutlation: before to identify process and goals and after to go over 17hats set-up, make adjustments and answer questions
$500 if add-on to Process Audit
Ready to Book?
Create a consistent customer experience!
Offer each and every client the same experience with a consistent workflow and automated processes.
Customer Experience Optimization
Your customers make your business, and serving them well is a priority for every business owner. So let's standardize the experience, create easy to follow plans, and make sure every client is treated like the start that they are from start to finish.
By having a process that is organized and clear you can make sure that nothing falls through the cracks and each and every customer has the same, beautifully crafted experience!
Every package includes a consultation to determine your goals and a checklist action plan with clear, categorized tasks.
Email Audit & Action Plan - $495
Struggling with how often to sent emails? How to set-up follow-ups. How to standardize your email communications to make sure every client gets a similar experience? Let's create a plan!
17hats Client Touch-point Consultation & Action Plan - $495
* Does not include a contract for your business. Please consult with an attorney for all legal documents. Once you have a contract, we can add it to your 17hats and implement using it with your clients.
- Two consultation to determine your goals and client process and craft your touchpoints to work for your business