Are you ready to implement sustainability, scalability and systems in their business?

  • 90-minute strategy session
  • Pre-session Questionnaire
  • 90-Day Strategy Plan
  • Pre-session meeting agenda
  • Call recording wirh lifetime access
  • 10-days Voxer support following your session

Experience an empowering and transformative package designed for business owners, providing dynamic power sessions to sort through ideas, create actionable plans, and support both budding entrepreneurs and established business owners alike, covering various areas such as systems, operations, team hiring/onboarding, and product launches, culminating in a curated 90-day plan for implementation.

  • 90-minute Kick-Off call
  • Business audit & review
  • ClickUp building process map out
  • Customized ClickUp builds out & Set-up
  • Automations & 3rd party integrations
  • Internal & external spaces for your business
  • 60-minute Handover & Training call
  • Custom Tutorials and loom videos
  • 2-week post-handover support
  • 30-minute check-up call (1 month after handover)

This package is for business owners who are looking to scale their business and save time through a streamline process and automated system. This is a ClickUp setup from scratch.

We review your business and audit your operations in order to create a ClickUp strategy custom made to suit your business and personal needs. This package extend to a 10-week build out period.

  • 90-minute Kick-Off call
  • Business audit & review
  • Dubsado building process map out
  • Customized form design: Lead Capture, Proposal, etc
  • Uploading of your contracts
  • Call Schedulers set up
  • Packages and Payment Plan setup
  • Input of all canned emails
  • Branded and customized client portal
  • Implementation of workflow for your signature services soyour client experience is streamlined and automated
  • 5 Bonus sessions for usage tutorial

 

This package is for business owners who are looking to improve their client experiement and save time. This is a Dudsado setup from scratch.

We review your business operations: invoicing, proposal sending, etc in order to create a Dubsado strategy custom made to suit your business and personal needs. This package extend to a 10-week build out period.

  • Strategy & Planning sessions with YOU (the owner), to review key areas in your business (services/products), marketing, sales, team members, analytics/KPIs, etc.
  • 1:1 meetings with key team members
  • Action Plan with immediate goals and projects mapped out –prioritized accordingly.
  • Team and Operations management
  • High priority systems put into place
  • Monthly reporting call to include:
  • Marketing
  • Agenda & goals
  • Google Analytics report

 

This all-inclusive package offers business owners ready to assume the CEO role extensive support in managing day-to-day operations, including systems, launches, organization, and team management, leveraging my global expertise and direct reporting to the CEO.

  • Email management
  • Calendar management
  • Project management
  • Travel planning
  • Customer service support
  • Managing systems using CRM and PM Software/tools
  • Specific business needs

 

This package is perfect for the business owners in needs help with routine tasks needed to run their business daily.