Discovery.

We’ll dive deep into you and your business needs - where you shine, where things are running OK and where you need support. We’ll figure out what really needs to happen to get you to that next level.

Strategy Creation.

We’ll take the information from discovery and create a specific strategy for each area that was highlighted. Each individual business is different with a unique set of needs, and we craft a personalized strategy for you.

Implementation.

Time to take action! Let’s take that strategy and make it happen - we’ll be there to coach, support and guide you through the entire process.

Wrap-up.

Now what? We’ll share a plan for you and your business for moving forward, and answer any questions you might have about your new processes and systems. Want to continue working together? We offer options for that too!

Package Details

• Get your legal set up so you don’t need to think about it again: We’ll help you file all the appropriate documentation for a business start-up (DBA, LLC, Trademark) so you don’t need to second guess it again.

• How-To HR Rundown: We’ll help you set up a system for employee document control, payroll, 1099/Consultants, insurance, and disability claims.

• Source funds: We’ll walk you through the basics of Loan Management (filing for, payoff tracking and more).

• Build a killer budget: We’ll share our proven system for tracking expenses, deciding on pricing, setting up an account for taxes, etc.

• Product-based business day-to-day essentials: Supply systems and management, shipping, website management, Square POS, and more.

• Customer Service basics: We’ll show you how to create systems around efficiency in responding and handling all areas of customer support in your business.

• Social Media Set-up: IG, FB, LinkedIn - you know you should be connecting with potential customers on social media, but don’t know where to get started. We’ll help you set up a professional and engaging social media presence and create a plan to make it easy for you to schedule and post.

• Other areas I support: I also specialize in HACCP & Food Safety, Problem Solving, Employee Trainings & Presentations.

Package Details

• Get a grip on your finances. I’ll walk you through my system for gaining control of personal finances so there’s no guessing game if bills are paid, if there’s enough money in the account, etc. The package comes with my custom built spreadsheets I’ve perfected over the years and will share with you to use moving forward.

• How to set up a budget that works for you now and in your future: We’ll walk through the numbers, set up a budget that’s easy to follow and rewards you along the way!

• Organize your bills: Keeping this simple and manageable is my way, and I want to share my proven system with you.

• Pay off that debt! We’ll look at income and spending and find a way forward that supports gaining points on your credit score and putting $$ into savings.

• Tackle that email inbox, send those thank you letters and birthday cards on time, and remember to schedule your needed appointments. All the little things that you think about all the time, take up brain space, and then never get resolved? Let’s get you a system for that so you can use that brain space for bigger and better things!

• Set up your calendar to work for you: Create a daily, weekly, and monthly flow where you get things done, but also have some breathing room for rest, hobbies and fun! Schedule it in and make it happen.

• Social Media Set-up: IG, FB, LinkedIn - you wish you could set up all the accounts and know what you’re doing, but don’t know where to get started. We’ll help you set up a personal social media presence and feel comfortable posting and engaging with family and friends!