Let’s revitalize the tools you’re already using with a little cleanup and organization. 

What’s Included:

• 60-minute consultation to discuss your goals and pain points.

• Comprehensive review of one of the following platforms: Google Suite, Clickup, Airtable, or Dubsado.

• Streamlined operations updates using relevant features native to the platform you choose. (features vary based on plan capabilities)

Deliverables:

• Efficient, organized, and easy-to-navigate system (Google, Clickup, Airtable, or Dubsado).

• Simple workflow recommendations to save time going forward.

Investment: starting at $250

Need more than a spring cleaning but not quite starting from scratch? Propel your business forward by fine-tuning inefficiencies in your existing workflows.

What’s Included:

• 60-minute consultation to identify the key processes you want to optimize.

• Workflow optimization on one of the following platforms: Google Suite, Clickup, Airtable, or Dubsado.

• Automation implementation using record linking, calendar integration, etc. (features vary based on plan capabilities).

• Customized Zapier automations (up to 3) that sync key tools (optional add-on).

Deliverables:

• Optimized workflow on one of the above platforms designed to your specifications.

• Documentation explaining the new automations and workflows.

• Up to 3 Zapier automations (if included).

Investment: starting at $450

Whether you’re launching a business or reinventing one, build from the ground up with a robust, scalable system molded to your goals.

What’s Included:

• 60-minute consultation to define core business operations, identify all pain points, and outline your business goals.

• Advanced system design on one of the following platforms: Google Suite, Clickup, Airtable, or Dubsado.

• Streamlined workflows with automations, templates, filters, and sorting features (features vary based on plan capabilities).

• Written proposal to explain workflow plans, request your approval, and make any necessary changes.

• Customized Zapier automations (up to 5) that sync key tools (optional add-on).

Deliverables:

• New system optimized & tailored to your business operations.

• Process documentation for ongoing use and updates.

• Up to 5 Zapier automations (if included).

Investment: starting at $900

Managing your day-to-day operations shouldn’t feel like a grind. I provide high-level support by bridging the gap between how your business currently operates and the streamlined systems that drive growth. 

What’s Included:

• Kickoff meeting to discuss goals, establish priorities, and define actionable next steps.

• Strategic planning to develop a clear path to achieving your goals.

• Systems implementation & optimization to streamline, organize, and manage new and existing tools.

• Project management, including planning and execution, to stay on track for deadlines.

• Metrics & KPI tracking, analysis, and reporting to measure your progress.

• Biweekly check-ins for progress updates and strategy development.

Investment: starting at $900/month (min. 3 months)

Not ready for full-service operations management? Start with a one-time audit to get your systems back on track.

What’s Included:

• Intake questionnaire to help me learn about your business’s current operations, systems, and pain points before diving in.

• Systems audit of current tools to assess their functionality.

• Workflow evaluation to spot redundancies or bottlenecks.

• Metrics assessment to review how progress is tracked (KPIs, project milestones, etc.).

Deliverables:

• Detailed recommendations report outlining my assessment, including:

  • What’s working well

  • Where inefficiencies and gaps exist

  • Actionable recommendations to improve each system/process

• 45-minute strategy call (optional add-on) to review recommendations report answer any questions.

Investment: starting at $300

As a certified Travel Agent, I offer discounted rates & packages for hotels, resorts, car rentals, and more.

See my Travel page for details.