most of my clients say, "IDK, just tell me what to do."
presenting
So *drumroll* please...
business in a box
Business in a Box gives your vision DO-dates so you can stay proactive, instead of reactive in your business.
this is perfect for people who:
Feel like SOMETHING isn't going just right, they're feeling some tension, but are not sure where. Also for the people who think they have an issue or two in certain areas.
Really want to streamline and get a handle on their biz and their team.
Want a better team.
Want more raving client reviews.
Want to spend less money and waste less time.
Want to put out fewer fires.
Want to have more time doing what they love.
45-day observation period (while i do a little creepin')
Over the next 45 days, I’ll be watching you and your team work. I’ll be looking for key indicators of what’s working well, and where there are gaps in your day-to-day operations. You just pretend I’m not there, and keep on doing what you’re doing!
strategy hour
Or venting hour… point is, you have 60 minutes with me to tell me all about what’s working and what isn’t working in your business. We talk about where you’d like to go, and brainstorm how we’re getting you there!
custom growth strategies & cap identification
After the 30 days, I present you and your team with a comprehensive report, outlining next steps to take your business to the next level. Did I mention, I give you ready-to-use templates too?
how it works
a "just add YOU" template* library
across the most impactful operational areas PLUS a 35+ page editable company handbook to keep everything on track (including role ownership so you know who is responsible for keeping "Karen" in the loop)!
*Each template comes in either Google Docs format, ClickUp, or as a Canva template*
communication
Rules of Thumb for Internal & Client Facing Communication
6 Commandments for Team Communication
Internal & External Communication Processes
client experience
Welcome Packet
Onboarding & Offboarding Process
Gifting Resources
Important Dates Tracker
Client Facing Turnaround Times Presentation
productivity
Client Resource Checklist
Project Completion Process (Passing Off To Team/Next Steps -- Fluid)
Internal Turnaround Times
processes & systems
How to Create Living SOPS
Common Processes Needed
A List of Recommended Tools & Softwares
Standard Completion Checklist for All Project Types
team
New Hire Onboarding & Team Training Vault Resource.& ClickUp Dashboard
Meeting Agenda Template
Team Roles and Responsibilities Chart
Objective Team Member Review Rubric
Organizational Chart
business in a box
includes
Strategy hour (valued at $647)
45-day-eyes-on audit of your operations & team (valued at $7600)
Custom growth & gap analysis report (valued at $1497)
Editable company handbook (valued at $997)
ClickUp template vault (valued at $697)
Seeded mission/vision/values to help stay on target and in alignment.
