the signature 4-phase process

1 | the audit

Before we can get started, we have to get a sense of the current situation.

You’ll receive an in-depth questionnaire designed to help you think through and assess the current status of your business and the things that are giving you the most trouble.

By the end of it, we’ll know exactly where everything stands, your biggest problem spots, and your goals for the project.

2 | the pLAN

This is where the magic begins.

I take all the information you’ve provided and come up with a customized plan to simplify and streamline your business based on your industry, problem spots, ideal clients, and future plans and goals for your business, including changes to any current systems or processes, and recommendations for new things to implement.

3 | the overhaul

Here’s where you get to (mostly) sit back and relax while I take the proposed changes and bring them to life, cleaning up your project and task management, refining workflows and other aspects of client management, and turning your business into an efficient, streamlined beauty that will save you time and sanity!

4 | the education

Once the project is complete, it’s almost time for you to begin working with your newly streamlined project, client, or content management system, but first comes the education!

Through a series of calls, we’ll go through all the changes made to your business and you’ll receive hands-on training so you have full confidence in how to move forward.

the signature 4-phase process

1 | the audit

Before we can get started, we have to get a sense of the current situation. 

You’ll receive an in-depth questionnaire designed to help you think through and assess the current status of your inbox, systems, or client management. 

By the end of it, we’ll know exactly where everything stands, your biggest problems spots, and your goals for the project.

2 | the plan

This is where the magic begins. 

I take all the information you’ve provided and come up with a customized proposal to simplify and streamline your business based on your industry, problem spots, ideal clients, and future plans and goals for your business, including changes to any current systems or processes, and recommendations for new things to implement.

3 | the overhaul

Here’s where you get to sit back and relax while I take the proposed changes and bring them to life, cleaning up your inbox and task management, refining workflows and other aspects of client management, and turning your business into an efficient, streamlined beauty that will save you time and sanity!

4 | the education

Once the project is complete, it’s almost time for you to begin working with your newly streamlined inbox, systems, or business, but first comes the education!

Through a series of calls, we’ll go through all the changes made to your business and you’ll receive hands-on training so you have full confidence in how to move forward.You accept the proposal, sign the contract, pay the invoice, and then we toss the confetti because it's time to get this party started!

here's the what an overhaul looks like