Solutions and Services
I work with service-based 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?
The Workflow Audit
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 your life.
What are the solutions? 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. Better use of your current system, or should you integrate or create new ones. What steps can you automate, delegate or eliminate, and how?
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 10-15 hours in your week. What could you do with that extra time?
Tune – Up Packages
Updates or monthly maintenance for any two of your online systems in the next two weeks
Here are some Tune-ups I’ve done for my clients:
Add workflows, documents and automations to CRMs
Edit and add website content
Re-organize google drives
Provide technical and online webinar support
Implement any part of your streamline strategy (See above)
Pick Two starting at $998
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
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 appointment scheduling (you are going to LOVE this).
Move Your Current Clients Over
Contact information, Contracts, Clients and Forms. Together we’ll design a welcome email to let them know about the change, for a smooth transition.
Includes video recorded trainings sessions, 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.
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.