What I Do

The scope of what I do on a daily basis varies with each client.  I take a high level approach to look at where you are right now in your business, where you want to be and we piece together all the necessary strategic and technical components to help you grow your business.

When I speak to clients for the first time, many of them reporting that they’re “spinning their wheels” or that they spend far too much time following up with team members on tasks.  They find that they don’t have enough time to focus on revenue-generating activities because they’re knee deep in the mud with the day to day.

My goal is to free up your time so that you can be assured that someone else is tackling operations/project management/team management and metrics tracking.

Below are some of the typical things that I do for my clients on a regular basis:

Strategy
For me, it all starts with strategy.  Behind every profitable and successful business owner is a fabulous business coach.  I’m not a business coach. That being said, I have many clients that come out of business coaching sessions and just need an additional sounding board and strategic guidance so that they can implement what they’ve discussed with their coach. Are you still trying to figure out your niche and what pain points they face so that you can market to them effectively? Are you struggling with time management or organization and need some practical guidance and accountability around this? Do you need help establishing a direction for your next program? Do you want an honest and unbiased opinion on marketing materials, pricing strategy or site design? Do you need some out of the box brainstorming around lead generation?  Is that new thing that someone at a recent online marketing event is promoting actually good ROI for your specific business?  We’ll talk about whatever needs to be discussed so that you’re setting yourself up for long term success in your business.

Online Business Management and Project Management
Do you have a brick and mortar practice and need me to follow up with staff members or train new team members?  Do you need me to follow up with your webmaster to ensure that projects are running smoothly?  Do you want me to follow up with your graphic designer to ensure that she gets what she needs to move forward?  Did you hire a software developer to tweak your programs and need to ensure that your vision is carried through seamlessly, on time and on budget? Do you want me to pre-screen vendors?  I can follow up with everyone involved to ensure that your team is working like a well-oiled machine.

Launch Strategy
Got a big program coming up?  Who’s writing the content? Who’s working on the technical pieces? Do we need to source images? When do the doors for the program open and close? Is there an incentive for repeat clients? When are we dropping emails? What happens when people sign up? Are the payment buttons set up? Who’s designing the sales page? There are so many pieces in the launch strategy puzzle. I’ll provide the launch calendar and I’ll help tie together all the components that you’ve thought of (and many you may not have thought of) to ensure that your program goes off without a hitch and that all the deadlines are met.

Systems and Processes Analysis
Are you clear on what happens after a consultation if someone says no or maybe to your services? Are you clear on what happens when they say yes? Or are you scrambling to put together agreements and welcome packets? Do you have a clear (and easy) way to astonish your clients? Let’s talk about setting up clear intake and follow up processes so that you can provide the best service and value possible to your clients.  Is there information that you want to be able to “drop” to your clients (guidebooks, handouts, other tools) on a daily basis so that it happens automatically without you having to sit at your computer and copy/paste emails to each individual client? Let’s talk about how these can be automated so that you can spend less time in front of your computer screen and more time developing new programs and coaching clients. We’ll also talk about what you can do to automate in other areas of your business.

It’s all about growing your business and getting you to where you want to be.  Let’s talk!