Solutions and Services
I work with service-based entrepreneurs who are committed to taking the business they love to the next level, My clients are tired of feeling frustrated and overwhelmed by the daily back-end tasks of their business. I provide them with solutions to grow a business that is efficient, productive, serves others, makes money, and more important, gives them space to enjoy their lives.
How Can I Help You Have More Freedom And Continue to Grow?
The Workflow Audit
During a 60 to 90-minute session, you and I will do an in-depth review of your current client management system from inquiry to delivery. We’ll discuss where it’s falling short, or taking too much of your time and focus away from your work and your life.
What are the solutions? After a line by line analysis, I’ll tell you the exact and best places where you can optimize your systems to save time and make more money – how can you use your current systems in a better way? When can you create new ones? 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 10-15 hours in your week.
Tune – Up Packages
Updates or monthly maintenance for any two of your online systems
Here are some Tune-ups I’ve done for my clients:
Add workflows, documents and automations to CRMs
Edit and add website content
Provide technical and online webinar support
Implement any part of your workflow audit (See above)
Pick Two starting at $1100
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 totally understands 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
Client Relationship Management System – Full Set-Up
For every dollar you spend on a CRM, you can expect to make $8.71 in return. Automating your lead management and client workflow lets you respond faster, you’ll get paid faster, and you’ll be able to provide better service to your clients – the concierge level of service you want them to experience.
You’ll have your own customized system ready to go in 14 days. I use your branding and convert and update your documents, so it’s like stepping into your house with new appliances and furniture. Look at that: everything fits!
Documents and Forms
- 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
Automate your workflow tasks – automatic invoicing, payments and emails.
Integrate your business online calendar with the new CRM (you are going to LOVE this).
Move Your Current Clients Over
Contact information, Contracts, Clients and Forms.
Includes video recorded trainings sessions, and 4 hours of post-implementation phone and video support from over the next 30 days.
The only thing this does NOT include us the CRM subscription fee.
Online Business Management
What could you do with with any extra 10 hours a week??
My OBM service you the time and space you need each month to take care of your most important client and workflow management tasks, creating efficient new systems to handle the workload. I’ll be your right-hand woman, keeping the business fires burning so you focus on your clients and work you love to do.
Here’s how I can create time for you:
Implement Streamline Strategy (See above)
Update And Create Website Content for these platforms:
Email Inbox Management
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
$2499 a month
Get a 20% discount when you also book either a Strategy Session or a Tune-up Package.