Streamlined Systems Setup

Streamlined Systems Setup

You’ve launched your biz and momentum is building – congrats! But, let's face it, you didn't sign up for the endless admin grind that's now eating up your days *cue never-ending email alerts*. If you're drowning in stacks of proposals, contracts and invoices, and feel your passion slipping away, the Streamlined Systems Setup is the perfect lifesaver.

This one-on-one custom package will transform your daily operations from stressed out to sustainable. I’ll help you take back control of your business and your life by smoothing out processes, creating standard operating procedures and launching smart automations. Say goodbye to starting from scratch with each new client project. Updated workflows and simple systems will handle every step of your client processes from leads and onboarding to payment plans and offboarding. #AllTheAutomations

What’s included:

  • Pre-Call Questionnaire: To bring me up to speed with your biz.

  • Kick-off Call & Consult: To identify your goals and make sure we’re a great fit. 

  • Personality Workbook: So I can build a system aligned with YOUR strengths and zone of genius

  • Business Audit: To map out your current processes using my signature ‘Cupcake Method’.

  • System Strategy: Whether it's Dubsado, Arketa, Acuity, Asana, Flowdesk, or Thrivecart we select systems that will fit your biz like a glove.

  • Live Session Process Mapping: We co-create your workflows from start to finish. #We’reATeam

  • Done-For-You Systems Set-Up: Where the magic happens! Sit back and relax as I turn your business chaos into streamlined success. 

  • Finalize Processes: This is where we level up your client experience with all the *sprinkles* (aka the little things that make for a WOW client experience).

  • Hands-on Training: To ensure you know how to navigate your new systems with ease and how to make adjustments. 

  • Offboarding: 30 days of ongoing support.

Starting at $2500

Payment Plans Available

“I have had the pleasure of working with Nicole and have seen the transformational effects of her work within our organization. She is an intelligent and experienced business leader who thrives in organizing processes and people. She is a critical thinker who is able see clearly through complex and difficult programs. Any business will quickly learn the value she can bring when a complex task is set before her.”

~ Bryan W

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