Are you ready to ditch the overwhelm & leverage the power of systems to free up your time to do more of the things you love & scale with ease?
You’ve built your empire, and now your current business (and life) look like this…
you’re the boss… and the bookkeeper, the social media manager, the certified coach and the copywriter, and the list goes on.
you handle all of the marketing, emailing, admin work and scheduling that needs to be done every day.
or maybe you have a couple of team members but you spend a lot of time chasing them down and managing their work.
you have consistent leads and increasing demand, but you can’t possibly take on anything else right now.
the behind-the-scenes are messy and you and your team are constantly operating in reactive or crisis mode.
you feel like you are left behind and your business can’t progress because you’re stuck in the daily operations.
you spend more time invoicing and managing clients than you do working with them.
the freedom and work-life balance you worked hard to achieve is now in the gutter.
If you’ve reached a point where you know that you can’t keep running your business without any support or true structure…I’d love to chat to see how I can help!
you had streamlined processes and systems that are organized and could be handed off to killer cast of team members on board to make it all work flawlessly?
you could take yourself out of the day-to-day business operations so that you can focus on ONLY on those
you had more space and time for creativity and to work on the goals and projects you’ve been putting off?
you could take a vacation and not constantly stress about everything that has to get done every day (because it’s all happening behind-the-scenes–sometimes on autopilot and sometimes with minimal input from you)?
the ability to grow the business without being plunged into chaos?
you had structure and support with every part of your business that you don’t neccesarily enjoy?
What if…
OBM PACKAGES:
Check out the packages below!
Operations Management Lite
$1,599/mo
Please click on the plus sign to read more about this package.
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INCLUDES:
Getting Started/Onboarding Session (up to 75 minutes) - to kickoff a successful working relationship
Operational Review & Planning Session via Zoom (up to 3 hours) - to get all up in you business, discuss goals, and prioritize top 3 goals
90 Day Planning Report
Up to 20 hours retainer per month
Day-to-day management of 90 day plan, projects, operations, and team members
Overseeing & updating of existing and new Standard Operating Procedures (SOPs)
Development & Management of Systems & Processes
Organize, Maintain & Monitor CRM & ‘virtual office’ tools
Monitoring & analyzing metrics for best business decisions
Bi-Weekly Strategy & Progress calls
Priority Email/Telegram/Communication tool Access
Operations Management Full
$2,250/mo
Please click on the plus sign to read more about this package.
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INCLUDES:
Getting Started/Onboarding Session (up to 75 minutes) - to kickoff a successful working relationship
Operational Review & Planning Session via Zoom (up to 3 hours) - to get all up in you business, discuss goals, and prioritize top 3 goals
90 Day Planning Report
Up to 30 hours retainer per month
Day-to-day management of 90 day plan, projects, operations, and team members
Overseeing & updating of existing and new Standard Operating Procedures (SOPs)
Development & Management of Systems & Processes
Organize, Maintain & Monitor CRM & ‘virtual office’ tools
Monitoring & analyzing metrics for best business decisions
Weekly Strategy & Progress calls
Priority Email/Telegram/Communication tool Access
Scale with Soul:
Optimizing Your Business Systems for Strong Foundation & Growth
Check out the packages below!
Scale with Soul Systems ~ Audit & Assessment
$1299
This package is required before Scale with Soul
INCLUDES:
Initial meeting via Zoom (approx 90 mins)
Systems Assessment Analysis - review of your existing processes and identifying areas of inefficiency or improvement
Systems Assessment Snapshot & Report
Follow up session via Zoom to review report, receive actionable recommendations to streamline operations, improve efficiency, and enhance productivity & answer burning questions
Scale with Soul ~ Lite
Please click on the plus sign to read more about this package.
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To be completed in 3 months
INCLUDES:
Kickoff / Onboarding Session via Zoom (approx 75 minutes)
1 SOP day
Up to 75 SOPs completed and filed
2 processes cleaned up, finalized, and documented
SOP Tracking Spreadsheet
SOP Table of Contents
12 Check-in calls as needed to manage project timelines and responsibilities
Priority Email/Slack/Voxer/Telegram Access
Scale with Soul ~ Premium
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To be completed in 6 months
INCLUDES:
1 Team Handbook - comprehensive team handbook that outlines the company's mission, values, organizational structure, and expectations.
1 Communications Guide - establish protocols and best practices for effective internal and external communication
2 SOP days
Up to 150 SOPs completed and filed
4 processes cleaned up, finalized, and documented
SOP Tracking Spreadsheet - a centralized platform to monitor and track the status and owner of various standard operating procedures within an organization
SOP Table of Contents
SOPs Put into PM System
24 Check-in calls as needed to manage project timelines and responsibilities
Please click on the plus sign to read more about this package.
Please fill out the inquiry form to find out if we’ll be a good fit and see how I can help you!
