AND YOU KNOW YOU SHOULD GET TO THOSE THINGS, BUT JUST NEVER SEEM TO BE ABLE TO FIND THE TIME.
BUT YOU NEED A TECH & SYSTEMS PRO THAT'S EFFICIENT AND KNOWLEDGEABLE,
READY TO TAKE ACTION.
BUT YOU DON'T HAVE TIME TO FIGURE OUT ZAPIER OR CLICKUP OR DUBSADO AND JUST WANT SOMEONE TO MAKE IT HAPPEN.
• Setup "zaps" that you never knew you needed (Zapier + Apps you're currently using or should be!)
• Transcribe your business SOPs (standard operating procedures)
• Identify and recommend areas for improvement, automation and/or streamlining
• Setup an Inquiry, Onboarding or Offboarding workflow (Dubsado)
• Setup a mobile marketing/text messaging system (Project Broadcast)
• Setup and create templates for email marketing (Flodesk, MailChimp)
• Setup your Paperbell account (Coaches only!)
• Organize and simplify ClickUp spaces and lists
• Setup a call/appointment scheduler (Calendly, Acuity, Dubsado)
• Create a Google Drive or Canva organizational system
• Organize your email inbox with folders, filters and tags
• Cleanup and color-code important spreadsheets
• Upload/update training content (Kartra, MemberVault)
• Updates to website content (Squarespace, Showit, Wix)
• Categorize/tag/catalog blog posts (Squarespace)
• Create/edit canned/template emails
GET IT DONE WEEK STRUCTURE
50% non-refundable deposit due at booking | 50% due 7 days prior to the Week
• On the west coast? No problem - I'll take that into consideration for my time and communication.
Breathe. Your "someday" projects are now D-O-N-E!
... We will check in periodically and provide a wrap-up call if desired
During your Week, be available for questions that arise
... this one ensures I have all of the LastPass details I need to get started
Brain dump your projects into a shared Google Doc
... to provide last-minute details, goals and instructions
Jump on a 30-min Final Prep Call the week leading up to your Get It Done Week
... if necessary, we will go back-and-forth to finalize your list, prioritizing based on your needs and goals, as well as the timeline
Complete your Punch List at least 48 hours prior to the start of your Week
... or go straight to my calendar to book your Get It Done Week!
When you're ready to pass off some projects...
• You should be available by email/Voxer for questions during your week.
• Want a wrap-up call rather than an emailed report? I can schedule that into your time!
• Need more time? For a project that just wasn't able to be completed, I'll provide a Loom video to explain next steps for completion. Otherwise, we can book an additional Week or even a few hours!
If there just doesn't seem to ever be enough hours in your day, but you aren't ready to head into a retainer agreement, I'm here for you!
You sure could! If your revenue is consistent, you have a steady list of tasks to pass off, and you're ready with written SOPs, that may be a better option for you. But if you aren't ready for a long-term commitment OR you just want to knock a few projects off your list for now, this is a great solution.
Upon booking, I'll provide guidance to help think through projects - this will be the first step and key in planning! Additional prep needed will vary based on your project/focus list and will be confirmed on the Final Prep Call. Examples may include:
• Canned emails and schedulers completed in your Dubsado account prior to workflow-building. (I create them for you as part of a setup!)
• All accounts for integration should be pre-connected in Zapier.
• Videos (I love Loom!) could be recorded to walk-through processes.
I know when to hold 'em, and when to fold 'em... The following projects are not going to offer the best bang for your buck:
• Conversion Copy - I can write simple emails and make edits to copy, but writing copy that converts to sales is outside of my skillset!
• Social Media Planning/Design - You can visit my Insta and see that I'm not great at this for my own business either!
• Dubsado Setups - I am a Certified Dubsado Specialist and can certainly build you a nice shiny system that will blow your mind! But you'll need to visit my Dubsado Setups page for details on that offer.
Of course! Feel free to go ahead and book more than one week if you already know you have more than a few hours' worth of projects. Otherwise, get one under your belt and we'll go from there!