Your clunky chaotic workflow is giving off "winging it" vibes and it's scaring away your dream clients.

Q:

Do you struggle with your overall process? Are there too many bottlenecks? Are you getting inquiries but losing clients somewhere in your process? Are you dropping balls? Are you inconsistent in your attentiveness and reactiveness. Are you apologizing for delays, for errors, or for forgetting to send something? Are you spending too much time managing and leading your client through the process of working with you? Do you feel overwhelmed? Do you forget to follow up? Does working with you feel chaotic and haphazard?

Reclaim your potential

Reclaim your time

Reclaim your peace

Reclaim your life

Reclaim your potential Reclaim your time Reclaim your peace Reclaim your life

What would you do with hours of time each month? With clients raving about your process? Without having to remember every single task in your business? Without having to write the same DM or email over and over again?

The path to a better business and life lies within your workflow…

I’m here to help you build it.

Your small business has a workflow, even if you’ve never sat down and intentionally mapped one out. Whether you are starting from scratch or have an established workflow, I can help you identify pain points, highlight bottlenecks, simplify the process, plan time-saving automations, and find those special touches that will make your client experience feel top-tier.

My one hour virtual Workflow Strategy Session is the perfect solution to get you on the path to ease and flow in your business. In this session we will focus our energy on one workflow of your choosing. At the conclusion of your session, you will have a simplified workflow plan with solutions custom-tailored to your business and your clients.

Workflow Strategy Session - $60

 FAQs

  • A workflow is the journey, made up of actions that both you and your client take in one of your sales channels, from beginning to end. A workflow encompasses all stages of the client cycle, from lead, on-boarding, off-boarding, etc. You will have a different workflow for each “sales channel” in your business.

  • If you’re an existing business, you already have a workflow. If you’ve never mapped it out before, simply write out all of the steps and variables that might occur within your client journey. Include all of the actions that occur internally as well as the actions that your client may or may not take. See our workflow mapping example HERE.

  • Our workflow strategy sessions are exactly 60 minutes and are done virtually with screen-sharing markups of your existing workflow. In those 60 minutes we will collaboratively review, identify issues, and problem solve solutions and automations for ONE workflow in your business. Depending on the complexity of your workflow and whether you complete your “homework” (submitting a copy of your workflow and providing baseline information about your business) prior to our session, we may or may not get through the entirety of your workflow.

  • Just one. Our sessions are meant to be hyper-focused on one workflow from one sales channel of your business. However, you are welcome to book additional sessions to cover other workflows in your business. I recommend giving yourself a month or so between sessions so you have time to implement and test your workflow before moving onto another.