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Business Fundamentals- Strategy Call

Investment:  $249 

 

This is for you if you are…

• In need of an audit for your processes and procedures

• Planning of what you have and what you would like to have 

What you get:

 

• Questionnaire before the call to ensure we cover ALL bases throughout our call

• 90 minutes of Q & A from operations to systems, client onboarding and offboarding

• A copy of the recording of our session for your reference

• An audit of your current systems and client management practices

• A full assessment of the current tech platforms you're using to ensure it suits your business and recommendations of what can be improved

• A custom action plan delivered to you 7 days after your session of all tools and practices that I recommend to be implemented in business operations

• 1 week of follow up

• Home ergonomic setup tips by Ally a Physiotherapist at YOUR_PERFECTPOSTURE

 to ensure that your everyday workspace is set up properly to prevent pain and injury (value at $189)

A fun-loving chat with an advisor who truly wants to see your business blossom.

 

ADD ONs Available: 

  • Email Management 

  • Schedule Management 

  • Client Management 

  • Project Management 


 

** Investment price does not include subscriptions to apps and systems recommended** 

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Business Fundamentals- CLICK UP 

*Project Management Software* 

Investment:  $349 

This is for you if you are…

• Spending too much time doing everything manually.

• Overwhelmed by technology OR have paid for online systems BUT not utilising it efficiently. 

• Wanting to use CLICK UP as a way to organise your business operations.

 

• Looking to have a new CRM, Project Management, Team Management, and  Social Media Management.

What you get:

• A full audit of systems that best suits your business needs. (inc. IT, Legal, operations, digital presence)

• Questionnaire before the call to ensure we cover ALL bases throughout our call. 

• Home ergonomic setup tips by Ally a Physiotherapist at YOUR_PERFECTPOSTURE

 to ensure that your everyday workspace is set up properly to prevent pain and injury (value at $189)

 

*FROM HERE, I WILL RECOMMEND AND INTEGRATE BASIC CLICK UP  SET UP: *

• 90 minutes of a recorded video call with me to show you how to use what I will set up with you. (Pre-work will be done prior as well) 

• A copy of the recording of our session for reference

• A custom action plan delivered to you 7 days after your session of all tools and practices that I recommend to be implemented to business operations

• 2 weeks of chatbox from the day of consultation 

• Effective productivity setup plan (automation, organisation, time management)

• Coherent file structure and naming conventions

• CLICK UP Dashboard of all of our notes from the call 

• Best communication practices that work for you and your business 

• A fun-loving chat with an advisor who truly wants to see your business blossom

 

** Investment price does not include subscriptions to apps and systems recommended** 

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Online Business Manager (OBM) PACKAGE

** 3 months minimum 

**Investment varies according to requirements

 

This is for you if you have …

• have an established business model 

• a team, but their duties are not properly

optimised; as a result, you're still doing most of the work 

• no processes and procedures in place

 

What you get : 

• A full audit of your team's responsibilities and systems recommendations to best optimise your business needs.   (inc. IT, Legal, operations, ergonomics, digital presence)

• Home ergonomic setup tips by Ally a Physiotherapist at YOUR_PERFECTPOSTURE

 to ensure that your everyday workspace is set up properly to prevent pain and injury (value at $189)

• Business Management- Create a plan to move you from stress to bliss from outsourcing, budget plans, team coordination and many more! 

• Operations Management -A thorough analysis of your workflow to understand your client' journey from start to finish

• Project Management: Main contact for your team to ensure that all duties are completed according to processes and procedures in place. 

• Scheduled weekly Catch Ups with me for the duration of our agreement. 

• Consistent communication upon the agreed platform

• CLICK UP Dashboard of all of the information we go over throughout our time together. 


 

** Please note the OBM package will require the Business Fundamentals call first!  If you do decide to move forward with other packages, right after the call, it can apply as credit for the package!** 

 

** Investment price does not include subscriptions to apps and systems recommended** 

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**WATCH THIS SPACE AS I BUILD
MY DREAM TEAM**

Quantum Leap Package
for all your
LAUNCHING  PROJECT NEEDS

This is for you if you are…

•In a business that is ready to grow 

• You are ready to launch this growth in a big way (events, conferences, projects) 

• Need of experts who will find solutions for gaps in your business

IDEA DEVELOPMENT: 

 

Research for:

• Best tools for the job (depending on budget, skills, size of project, client taste/ethics)

• Competitor analysis (things to pursue and avoid)

• Market research - understand the needs, tastes, beliefs, ideas, fears of the ‘audience’/customer

• Research venues, timings, merchandising etc - logistical stuff to personalise the project

• Liaising with the various stakeholders/players who can make the project amazing

• Aligning budget and timelines to expectations

• Onboarding team members, clients and stakeholders 

 

EXECUTION:

Scaling your business means new ideas that need to be planned, tested and executed! 

Once steps 1 and 2 are complete,  we can actually start to deliver your new projects - whether that takes the shape of an event, a product or even a new service. You have so many incredible ideas inside you, now it’s time to make them a reality!

I will be there every step of the way to ensure that what we have planned out .. works out ….. 

** Please note the QUANTUM LEAP package will require the Business Fundamentals call first!  If you do decide to move forward with other packages, right after the call, it can apply as credit for the package!** 

** Investment price does not include subscriptions to apps and systems recommended**