12 Week Tune-Up

Three words: Organize, Optimize, Automate.

This is an extended version of the Ops Review VIP Experience, with a couple twists.

The clients that come to me are at the point of wanting to burn the whole business down. They can’t find anything, their team is not being used to their full potential, they keep all of the SOPs in their own mind.

Talk about high pressure and mental overload!

The Ops Review can be an excellent place to start for people who don’t want to dedicate a lot of time to this clean up and want a roadmap with a fast turnaround. However, if you resonate with the “burn the house down” energy, you may need a different level of support.

The 12 Week Tune-Up is going to give you some breathing room. It’s going to take the systems & processes that are currently in place and optimize them for higher functionality.

While every experience is customized to the specific needs of the business, here’s a taste of what you can expect:

  • Files are organized in the digital drive of your choice.

  • Email inboxes are cleaned, subfolders are created, and templates to FAQs are uploaded (where appropriate).

  • Current Project Management system is cleaned up, old projects archived, and project boards are more intuitive for team flow.

  • Project Management system has a Team Board. This board will be an easy reference point for the digital drive link, passwords, and all business documents (branding, logos, headshots etc).

  • Client workflows are less cumbersome

  • SOPs for common tasks are written & implemented (bonus points if these processes were only living in the brain of the CEO before).

  • Team is being used to their full potential and taking more off the CEO’s plate.

  • Repetitive tasks have been automated or made less complicated wherever possible (let’s not reinvent the wheel every time).

And so much more.

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The nitty gritty details:

  • Week 1: The Ops Review Call.

  • Week 2-11: I will be in your systems, surveying your team, and implementing changes as I go to get your business feeling organized, optimized, and automated.

  • Week 12: A fourty-five minute follow up call that incorporates training and suggestions for next steps

    • An action plan to show you where the gaps are in the business, what processes or systems need to be created, the next person you need to hire etc.

    • A recording of our time together so you can refer back to it for weeks and months to come! 

The total investment for this project is $3,300

If you decide to pay in full, your investment will be $3,000

Does this have your name written all over it? Is this resonating with you? 

I have 3 slots available for 2022. If this feels like something that will help you start 2023 off on the right foot, fill out the form below and I’ll email you with the next steps.

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