Organizing your business

Illustration of an open cardboard box with a light bulb, gear, and circular arrow symbols representing ideas, innovation, and processes.

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)

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