Solutions and Services
I work with entrepreneurs who are committed to taking the business they love to the next level, so they can support more people in reaching their own goals. My clients are tired of feeling frustrated and overwhelmed by a lack of time and resources as they manage their daily checklist. I give them the solutions they need to grow a business that is efficient, productive, serves others, makes money, and lets them enjoy their life outside of it.
How Can I Help You Get More Freedom And Continue to Grow?
Streamling Strategy Session
Get on a 90-min video call with me and get clear on how to streamline your business workflow.
Together we’ll do an in-depth review of your current client management system from inquiry to delivery, and discuss where it’s falling short, or taking too much of your time and focus away from your work and
What’s the solution? After a line by line analysis, I’ll tell you the exact places where you can optimize your business and client management processes in the easiest ways that will work for you, either through better use of your current system, or by integrating or creating new ones. Where can you can you cut three steps down to two? Can you combine some tasks, or totally eliminate others? Where and how can you create templates, automations, or delegate the work?
Within 48 hours, I’ll map out and deliver a customized long-term plan for you that will increase your efficiency, increase your bottom line, and free up to 10 hours in your week. What could you do with that extra time?
Client Relationship Management System – Full Set-Up
Already decided on a new online CRM? I can do a full-set up of Dubsado, Honeybook, Tave, Infusionsoft for you, ready to go in 14 days. We’ll start with an in-depth 45-minute discussion of how you want to manage your business, followed by a detailed questionnaire. I use your branding and convert your current documents, so it’s like stepping into your house with new appliances and furniture. Look at that: It fits!
Move Your Current Clients Over
Contact information, Contracts, Clients and Forms. We’ll also design a welcome email for you to send them to let them know about the change. It will be a smooth transition
Documents and Forms
We’ll convert and implement up to four each of these forms and documents:
- Sub agreements
- Contact and lead capture forms – created and embedded in your website
Convert your canned and template emails and schedule them to run.
Packages and Services
Convert all services, products and packages and their individual invoices and payment schedules. With one link you can send proposals and invoices all at once, so you can get paid quickly and get to work faster.
Workflows and Automation
Implementation and automation of up to 5 chosen workflows – YOUR choice, of course.
Customize Client Portals
Make it easy for your clients to find their stuff and get your notices.
Integrate your business online calendar with the new CRM, including setting up appointment scheduling (you are going to LOVE it).
Includes a one-hour video recorded training session, and 4 hours of post-implementation phone and video support from over the next 30 days.
This service does NOT include the CRM subscription fee, but I do have discount codes (20-30%off – see I’m saving you money already!) for Honeybook, Dubsado, and Tave.
Elizabeth is awesome! She organized all of my client files, my Google Drive, created workflows for Honeybook and organized a lot of other client information for me. She is easy to work with and totally understands weddings and how the planning side should be organized. I will definitely be using her again when I have other organizational needs. She made my life a lot easier, so now I can focus on the planning rather than the admin stuff. – Lauren, Sydney Camille Events
Online Business Management
Up to 30 hours a month to take care of your most important client and workflow management tasks, starting with a 30-minute call to determine what you need to get and keep everything under control.
What I can do for you:
Implement Streamline Strategy (See above)
Update And Create Website Content for these platforms:
Email Inbox Management
Customer Service On Your Behalf
Create and Launch Lead Magnets, Opt-ins and Newsletters
Organize Your Google Drive and Dropbox
Make Appointments and Manage Your Calendar
Coordinate Workshops and Events
Manage New and Current Projects
Make Travel Arrangements
$2500 a month (3-month minimum retainer)
Looking for something more specific and less comprehensive?
Tune – Up Services
Updates or monthly maintenance for any of your online systems
I can help you with:
CRMs – Add workflows, documents and automations
Website Content Editing
Google drive organization
Project and event management
Implement any part of your streamline strategy (See above)
Rates are customized by project
How Does This Work?
- Apply. I’ll review your application and schedule a 30-minute call, so we can see if we’re a good fit.
- If it’s a YES, we’ll schedule a start date for your chosen service and I’ll send you a proj and invoice.
- I make it easy for you sending you a detailed questionnaire to capture all the information I need to get started.