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Did Someone Order a Process?

Donʼt you wish it was that easy? Pull up to a drive-through window, look at a menu and say, “Iʼd like an effective follow- up system please, minus the effort.” So many problems could be solved with a drive-through! I promise to work on this business model, but in the meantime Iʼve made simple for you to hit the ground running. The truth is that setting up a system for your business might not be easy, but it is necessary. Hereʼs how the process works –
  • 1. Who I Help
  • 2. Assessment
  • 3. Strategy
  • 4. Implementation
  • 5. Maintenance
tomedisonquote Are We a Good Fit? You have a lot of options when it comes to working with someone online and it can be hard to decide which consultant is the right one for your needs. I’d like to help make that decision a little easier for you. We’d work well together if:
  • You are a speaker, coach or online business owner who has achieved some success, but needs to get organized before you can reach the next level.
  • You’ve been running your business solo for a few years and are ready to start removing all those hats you’re wearing and start delegating.
  • You’re missing out on sales because you’re too busy managing the clients you’ve got.
  • You think technology is great, but don’t know all of the ways it can make your life easier.
  • You know that systems are vital to scaling your business and world domination (that’s just a bonus).
  • You want to select your vacation spot based on other factors besides wi-fi availability.
Does this sound like you? Awesome. Let’s schedule a time to chat so I can get an idea of where your trouble areas are and see if the services I offer would be beneficial for you.
tomedisonquote First Thingʼs First – So you’ve made the excellent decision to get systemized. The first step is going through an assessment. This process is done through a series of homework exercises that will help get to the root of the problem. Itʼs a journey of self-discovery, more than you realize. Your commitment to this initial step will set the momentum for the rest of our journey together.
  • Questionnaire: One of the most important pieces of the puzzle. You will be given an in-depth, multi page questionnaire that will help find out what areas need to be targeted, your stumbling blocks and a complete summary of your business model thus far (among other things).
  • Time Diary: We need to find out where youʼre spending your time. This is another key component to figuring out what system and process will work best for you.
peterdruckerquote Your Customized Strategy – Now that youʼve done your part, itʼs time for me to do mine. Using your responses from the Assessment process, I will research and recommend solutions for your various trouble areas and create a customized plan of action to move you closer to your goals.
  • One-Hour Strategy: An essential conversation that will provide you with the foundation you need to move forward with your customized solution.
  • Recording of Call: Within 24 hours of our call, a recording of our conversation will be provided so that you can focus more on our discussion as opposed to taking notes.
  • Written Strategy: You will receive a written strategy that breaks down your customized strategy even further. Step-by-step directions and how-toʼs that will make the implementation process a lot less overwhelming.
  • Screenshots/Tutorials: If your strategy includes using any type of technology or online tool, screenshots and/or tutorials will be provided for future reference
  • Email Support: Youʼll be full of energy and drive after our phone call, but if youʼre not careful, you can lose that momentum. To help keep you on a productive path, you will have access to me for 7 days after our call for follow-up questions or advice as you start implementing your strategy.
Get your assessment + strategy for only $497! This option is great for budding entrepreneurs, those with a limited budget or someone who just needs an outside perspective to get the ball rolling.
davinciquote Time to Execute – Ah, the fun part. It’s time for you to take that beautiful strategy and turn it into something that you can use. Unfortunately, this is where the process stops for some (ahem…most). You just want to throw up your hands and say, “I don’t have time for this!” Well, grasshopper, you’re in luck. Let’s get that process in place ASAP! That’s why you came here, remember? Since your strategy is a customized solution, there are no standards in this phase. However, to give you an idea, here is a sample scenario of what would be provided to you in the implementation of a Customer Relationship Management (CRM).
  • Setup of Recommended CRM Account: Using the recommended CRM platform from your strategy, an account will be set up for you.
  • Customized Fields/Mapping: The devil’s in the details… Setting up the right combination and flow for your CRM.
  • Contact Entry: More than likely, your contacts range from those in your email address book to piles of business cards sitting on your desk. After implementation, those will all be easily accessible.
  • Integrations: Your CRM can be set up to integrate with a number of tools to achieve maximum effect and marketing value.
Variations of the solutions provided during implementation include setup of an online tool, creation of related documents or lists and detailing the system for use by you or your team. By implementing core aspects from our strategy session, you will emerge happier, more productive and most of all, on track towards revenue goals.
jackwelchquote The Ultimate Delegation – You’ve finally figured out that as the CEO of your business, you should really be focusing on other aspects of the business and not so much of the day-to-day admin functions. The process you now have in place is the perfect opportunity to start delegating those non-CEO responsibilities. It’s time for you to start working with a Virtual Assistant (VA) team. It’s incredibly empowering to say, “My assistant can take care of that.” At the Maintenance level, you will be matched with a VA from my team of experts that will handle every aspect of your strategy. Don’t spend your precious time vetting assistants- all my VAs have been carefully selected and know what it takes to run an online business. Using the Customer Relationship Management (CRM) model from the Implementation step as an example, here is what you can expect your VA to do.
  • New Contacts: Did you come back from a networking function with a handful of new contacts? Just send them over to your VA for input into that trusty CRM.
  • Never Lose a Lead: Your VA can set reminders for follow-up and keep all correspondence in one place so that you are always up to speed.
  • Customer Appreciation: Keeps track of important dates and lets you know when to make contact- making you look like a super star and improving customer loyalty.
  • And More: Don’t stop there! A CRM is a powerful tool that can do as much or as little as you need it to (email marketing campaigns, tracking sales, project-management) and your VA can take manage the whole shebang.
Retainer options start at $200/month for 5 hours. A 10% discount is applied for retainer packages of 20 hours/month or more.

Let’s schedule a time to chat so I can get an idea of where your trouble areas are and see if the services I offer would be beneficial for you.

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