Organizing your business

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Providing organizations with clear and consistent processes and procedures so they can provide the highest quality service to their clients.

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Framework

$597/month

  • 8 weeks

  • Can you picture it?

    I help you build a strategy for enhancing your people OR your systems operations.

  • Solution:

    • Systems and Processes audit

    • Development of up to 2 Standard Operating Procedures (SOPs)

    • External client onboarding strategy

    Communication: 

    • Access to Slack Channel for questions and touchpoints 

    • 1 virtual 1-hr Planning Meeting (beginning of partnership)

    • 1 1-hr Strategy Session to support development of work product

  • Solution

    • Initial team culture assessment and recommendations

    • Mini Handbook development OR Handbook Refresh

    • Team onboarding experience outline

    Communication: 

    • Access to Slack Channel for questions and touchpoints 

    • 1 virtual 1-hr Planning Meeting (beginning of partnership)

    • 1 1-hr Strategy Session to support development of work product

Close-up of a mechanical drawing or blueprint with a pink pencil resting on it.

Blueprint

$1,197/month

  • 3 months

  • Developing the strategy and roadmap for your success along with developing deliverables for your systems operations OR people operations.

  • Solution:

    • Systems and Processes audit

    • Development of up to 5 Standard Operating Procedures (SOPs)

    • External client experience strategy (onboarding to renewal or offboarding)

    Communication: 

    • Access to Slack Channel for questions and touchpoints 

    • 1 virtual 1-hr Planning Meeting (beginning of partnership)

    • Up to 2 1-hr Strategy Sessions per month to support development of work product

  • Solution

    • Initial team culture assessment and recommendations

    • Comprehensive Handbook Development

    • Team onboarding experience refresh or development

    • Ongoing team and culture building recommendations

    Communication: 

    • Access to Slack Channel for questions and touchpoints 

    • 1 virtual 1-hr Planning Meeting (beginning of partnership)

    • Up to 2 1-hr Strategy Sessions per month to support development of work product

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Partner

$2,497/month

  • 6 months OR 12 months

  • This package offers Fractional COO support, providing comprehensive strategy and resource development for both systems operations and people operations

  • Solution:

    • SOP development and implementation 

    • Churn Audit 

    • Team turnover audit 

    • Comprehensive Handbook Development and implementation

    • Robust team onboarding experience and training resources

    • Ongoing team culture development programs

    • Up to 2 team training sessions per contract term

    • External Client Management Process (onboarding, in-service, renewal, offboarding)

    • Streamlining systems for efficient workflow and resource management

      • Project Management Systems (ClickUp or Monday)

      • Workspace Management Systems (Google or OneDrive)

    Communication: 

    • Access to Slack Channel for questions and touchpoints 

    • Bi-weekly 45-minute Strategy Sessions

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Premier Integration

$5,497/month

  • 6 months OR 12 months

  • This premier package offers integrator level Fractional COO support, providing comprehensive strategy, resource development, and ongoing systems and people operations solutions.

  • Solution:

    • Churn Audit and ongoing tracking 

    • Team turnover audit and ongoing feedback collection

    • SOP development, implementation, training, and ongoing updating

    • Custom handbook creation, ongoing updates, and training

    • Internal and team onboarding experience with comprehensive onboarding platform

    • Up to 4 team training sessions per contract term

    • Robust ongoing team culture enhancement and ongoing feedback

    • Comprehensive client journey management (onboarding to renewal or offboarding)

    • Optimization and integration of systems for maximal efficiency

    • Dedicated support and strategic advisory for systems and people operations

    Communication: 

    • Access to Slack Channel for questions and touchpoints 

    • Bi-weekly 1-hr Strategy Sessions, as needed meetings based on needs

    • 2 In-person Planning Meeting (beginning of partnership and at the midpoint of the partnership)

Let's Connect
Let's Connect