“Let me just make a few changes before this goes out.”
Your team has written the post + created the graphics, but you’re making the same edits again so it looks right. You want to hand it off, but you also want it to sound + look like your business.
Give your brain a break from running your entire business.
You have a team, but you’re still answering the questions, checking the work, and remembering what needs to happen next. I help you figure out what could be simplified, handed off, or done differently, then put those changes in place around how you and your team actually work.
Nothing formal - just a chance to talk through what’s actually going on.
Does this sound familiar?
You've tried to find a better way already...
You’ve written out the steps. You’ve shown your team how you like it done. Maybe you’ve tried a new tool or two. But moments like these still end up with you.
That usually isn’t because you need a new team, or a new tool.... it just means the setup wasn’t built around how your and your business actually run.
“What needs to happen for this client?”
Your assistant is ready to get started... but first you need to check what the client booked and explain which emails, files, and next steps they’ll need to take.
Maybe you’ve bought the template, watched the tutorial, or tried the tool everyone swore by. I've been there. I kept trying to make other people’s setups work for me.
Some looked great on paper... but they didn’t fit how my brain works day to day. So before I recommend or build anything, I want to understand how you and your team actually work.. what you check, where things go, and what’s already working for you.
Whatever we put in place has to fit the people using it. If we make something together... I want you to actually use it.
That’s the whole point!
Here’s what that could look like....
Once the proposal was sent... there were six more things to set up.
Before
For every new client:
- Create the group
- Set up the email address
- Create the Slack channel
- Add the right people
- Get the internal drive ready
- Get the client drive ready
Client proposal
DraftSent ✓
This starts the setup.
- Group created
- Email address set up
- Slack channel created
- The right people added
- Internal drive ready
- Client drive ready
Everything on the list is ready magically... and the right people already have access!
Now, sending the proposal starts that setup automatically, so no one has to work through the same checklist every time a new client comes in.
You can start with the part that’s bothering you the most.
You don’t have to know what needs to change before talking to me. You can walk me through what you’re doing now, including the things you just remember to handle, and we’ll figure out what would help.
We start here
Behind-the-Scenes Map
$500
We spend about 90 minutes walking through one process from beginning to end. I turn that into a visual map of how it works now, a proposed version, and written recommendations explaining what I’d change and why.
You’ll have something you can work through with your team, whether or not you want my help putting the changes in place.
See what’s included in the MapWant me to build it, too?
Behind-the-Scenes Build
Starting at$1,250
If you’d like me to put the changes in place, we can scope a Build around the recommendations you want to move forward with that will create the changes you want to see.
After the setup is complete, you’ll get a video walkthrough, a written guide, plus two weeks of Slack support after delivery... so you and your team have help using what we’ve built (to make sure it works how you need it to)!
If you book a Build for the same process within 60 days of your Map, the $500 you’ve already paid goes toward it.
I swear a lot, drink chai, not coffee, light a candle before I start work every day... and there’s a 100% chance one of the pups, Rico or Gigi, will want to say hi on every call we have!
Hi, I'm Jess!
I’m probably going to ask you to show me that part again.
Not because I missed it. I want to see what you’re doing, what you’re looking for, and what happens next. Those details help me understand how things actually work in your business... including the parts you do out of habit and might not even think to mention.
You know your business. I ask questions, notice things you might not have had time to question, and help you figure out what could work better for you and your team. Then we can make those changes together.
Let’s make it make sense.
You can tell me what’s happening - even if you’re not sure what to ask for yet.
We’ll talk through it and how I can help.
You can bring the messy version.