Our complimentary discovery chat is designed to make sure we’re the right fit for each other. We’ll get to know you, ask insightful questions, and find out more about what you are hoping to achieve. During this call, we’ll establish what kind of systems audit is most appropriate for you and your business at this time, and we’ll provide a clear cost basis for it before you sign a thing.

Next steps:

~ If we’re a fit, we’ll provide you a clear cost basis for your Systems Audit and next steps for getting launched.

Based on your needs and goals, your personalized Systems Audit will assess some or all of your business’s operations and administrative systems and provide you with a comprehensive roadmap identifying what you need and how to get there.

All Systems Audits are priced according to your individual needs at a fixed fee agreed upon in advance.

If you decide to partner with us to implement your plan, we gladly cover the cost of your audit. If you would like to follow the roadmap on your own, no problem! You simply pay us for our work, knowing that we’ve set you up for success and we’ll always be here if you need a hand down the road.

What you can expect:

~ A comprehensive questionnaire to get us launched

~ A 2–4 hour Strategy Session (virtual or in person, based on location)

~ A detailed Systems Audit & Roadmap package detailing what you need and next steps for implementation

~ An effective timeline and clear cost basis for our team to guide the implementation process

Let’s get going!

By now, you’ve completed your Systems Audit based on your unique needs and goals. Whether we’ve addressed one, some, or all of your operations systems and administrative processes, it’s time to launch.

Through a combination of in-house expertise and trusted strategic partners, our team is now ready to implement your improved and refined ops and admin infrastructure based on the comprehensive roadmap we developed in Step 2.

What you can expect:

~ Implementation of improved and refined strategic operations and administrative systems

~ A clear, agreed-upon timeline based on your needs and priorities

~ As-needed training for you and/or appropriate staff to onboard new systems and processes

~ Connections to professional partners for necessary services identified in Systems Audit (ex. legal support)

Businesses evolve and change happens. We’ll be here to make sure it all goes smoothly.  

As your operations partner, we offer ongoing monthly packages designed to make sure your business continues running smoothly.

~ Executive and operations assistance

~ Marketing support

~ Operations systems oversight

~ Administrative support

Based on your business’s unique needs after the initial implementation stage, we’ll develop a scope of work and cost basis that makes the most sense for you.

Whether you want to expand our work together or simply focus on the long-term maintenance and oversight of your operations ecosystem, we ensure you have the support you need to grow and thrive for years to come.

What you can expect:

~ A set number of hours each month devoted to our agreed-upon scope of work

~ Optional flex time for unanticipated support needs

~ Responsive, practical partnership to meet the evolving needs of your business ecosystem