ORGANIZE
AUTOMATE
ELAVATE
DONE WITH YOU
DONE FOR YOU
ONGOING SUPPORT
Done With You
LEVEL UP WITH THE POWER OF 1:1 CONSULTATION + PLAN
Systems OR Dubsado Strategy Session
Ideal for: For the new entrepreneur who signed their first couple of clients and wants expert insight on how to improve their processes OR the seasoned entrepreneur who’s growing and ready to level up their client experience, and the entrepreneur who is ready to save time and $$ through organizing and automating their systems.
- Comprehensive questionnaire (about your business and systems)
- Top-to-bottom review of what systems you’re using (or not using)
- Review emails form, templates, workflows etc., that you’re currently using
- Detailed & ACTIONABLE feedback that you can implement right away on how to improve you’re systems and automate processes
- A 90-minute call to review the whole shebang
- 2 weeks of support
Done for You
CUSTOM OPS TO SAVE TIME AND WOW YOUR CLIENTS
Systems Strategy & Implementation Service
Ideal for: Those who want to increase efficiency, productivity, and effectiveness with a seamless and personalized systems management.
We’ll assess your current Saas (Email marketing, Project Management CRM) tools, or what you’re wanting to implement, recommend the best fit for your business, and implement the new system. Our process takes 2-4 weeks and will result in streamlined workflows, automation, and more time and money saved for your business.
- Intake questionnaire to fully understand your unique needs
- Personalized onboarding call to ensure a smooth implementation process
- Full system setup, including integration and customization
- Recorded hand-off call and 4 weeks of follow-up support to ensure your success
As a Systems Specialist, I understand that every business is unique and has different needs when it comes to software systems. Therefore, I will assess your current tools, recommend the best fit for your business, and implement the new system.
It’s time to increase efficiency and productivity through simple, streamlined and automated workflows that work for you, not against you!
Projects Typically cost between $2,500 – $5,000
ongoing support
ONGOING MONTHLY SUPPORT
Fractional COO
Ideal For: Those who crave simplified, streamlined, optimized operations, increased profitability, and long-term success to allow more time to focus on and achieve those big-picture goals. Get ready to take back your time and say hello to long-term success.
Clients spoke, and I listened: introducing Fractional COO
If you’ve been seeking streamlined operations, increased profits, and long-term success to free up time for achieving big goals without the full-time team member commitment. Say goodbye to spinning your wheels and hello to taking your operations to the next level.
- Ongoing strategic development and execution (SOP creation/edits, training etc.)
- Customized action plan to streamline operations and increase profitability while saving you time.
- SaaS audits, updates and implementations
- Monthly and/or Bi-weekly calls
As a systems and operations expert with over 10 years of creating, implementing strategies and developing businesses, I have found my deepest joy in taking systems, strategy and implementation off my client’s plates with SaaS, automatons, change management and more. If you’re ready to make room on your plate for the important things and need a hand doing it – let’s talk about a custom solution for you!
Projects Typically cost between $3,000 – $5,000
THE PROCESS
Step 1:
CLARIFICATION
Success starts and ends with the CEO (aka you). When you’re wearing all the hats while juggling all the balls, inevitably, things will start to drop. Let’s clean up and get clear.
Step 2:
MANAGING YOUR CLIENTS
The prospect of new clients should be exciting, not stressful. Onboarding, maintaining and following up with clients can be stress-free when you have the right systems in place. Let’s set up organized, automated and elevated systems that will wow your clients allowing you to take back your time.
Step 2:
STEP INTO YOUR CONFIDENCE
With organized, automated and streamlined systems, you can now fully step into your CEO role and focus on growing your business, launching new services, and even building a team! With an established foundation for growth, anything is possible.
Our partnership with Jessie has been 10/10 fantastic. As a small business, I’d been relying on Google docs and manual processes which always felt tedious. I’m absolutely loving the new look and feel of our proposals. The automation has also been a game-changer as I can ‘think’ less and work far more efficiently. Jessie was an absolute delight to work with. She’s super responsive and made me feel very well supported throughout. Her design skills came in handy too as she was able to take our assets and seamlessly weave them throughout our templates. Jessie had amazing ideas and was relentless in creating a system that would work perfectly for Beacon HR. Thanks, Jessie, for all your hard work!
I had the most amazing experience with Jessie, she helped me get clear on my systems and client journeys. Jessie was an absolute rockstar – super knowledgeable, efficient, and hilarious to work with. She was on top of every detail and kept me in the loop every step of the way. The best part? She made the whole process so fun and stress-free! Now that my systems are set up, I feel like I can truly step into my CEO eria confidently. I can’t recommend Jessie enough – shes simply the best!