Ways to Work Together

(Estimated Weeks 1– 3) 2–3 Revisions

Build your operational infrastructure together. 3 months of email based support.

Includes:

1 hr deep-dive virtual meeting focused on clarifying business model, workflows, bottlenecks
Centralized workspace (dashboards, databases, key views + workflow pages)
Integrated systems (email, calendar, CRM / project tools) where applicable
Custom workspace design data migration, integration setup and automation configuration
- Additional software may be required depending on your business’ tools
1 hr of 1 on 1 training, documentation, and launch
3 months of unlimited email support (48-hour response)

<aside>

(12 Months) Ongoing optimization, training, and maintenance support

Maintain your edge by continuously optimizing your workspace as changes, questions, or new releases arise.

Includes everything in Start Together implementation plus:

Weekly 1-hr training and optimization sessions dedicated to implementing new tools, optimizations, and answering questions
3 custom Notion objects per month (custom agents, databases, dashboards, templates, pages, workflows, or sites)—each with a how-to guide.
Quarterly workspace audits to ensure systems evolve with your business
Weekly group coworking live technical support office hours for questions
Unlimited email support (48-hour response) </aside>

Our Focus

Migrate and interconnect what you already have (docs, trackers, SOPs, databases)
Establish naming conventions, and information architecture that is easy to follow
Each completed workflow we create comes with a video and written SOP to help you encourage use

In 2–4 weeks, you’ll have:

A clear, connected system where you can find anything in under a minute
Confidence in your systems and your ability to use them (no more second-guessing)
Mental space to think strategically instead of reactively
Fewer "where is this?" moments—reclaiming 10–15 hours/week previously lost to searching

In 1–3 months, you’ll have:

A shift from overwhelmed to in control—with workflows that make day-to-day execution feel lighter
Visibility into what’s happening across your core work without chasing updates
Momentum to launch new offers or scale existing ones—with less chaos and more clarity

Over time, you’ll keep:

Systems that evolve with your business (not a setup that breaks the moment things change)
The ability to maintain and customize on your own—with support when you need it
A workspace that protects your time, reduces bottlenecks, and supports the lifestyle you’re building

You're my ideal client if:

✓ You're a service-based entrepreneur (coach, consultant, accountant, designer, event planner, HR professional)

✓ You’ve committed to your work AND your quality of life.

✓ You're past taking pride in your busyness.

✓ You focus on delivering real value to your clients but find that your efforts are scattered everywhere

✓ You're worried about becoming a bottleneck in your own business

✓ You will commit to the iterative processes inherent in customizing a solution you can understand and follow

You're NOT a good fit if:

✗ You want someone to do everything for you (I teach you to fish)

✗ You're not willing to commit time to implementation

✗ You're looking for a quick fix without long-term strategy

✗ You want to hide behind busy work instead of facing what needs to change

✗ You're not curious or open to new perspectives