Annual + Quarterly Strategic Planning
Take all the projects, ideas, and challenges that live in the CEO's head and create a clear map for them to implement every quarter

Process Documentation
Document how tasks are done so your next hire can follow the steps easily

Systems | Process | Tech Audit
Take a look at what tools and systems a business uses to see what’s working and what’s not, and prescribe solutions

SOP Directory
Creates an easy-to-find folder or guide with all the business's how-to documents

Document Creation
Makes templates, guides, or tools the business needs to run smoothly

Document Review
Checks existing documents for clarity, accuracy, and updates

Email Campaign Management
Sets up and sends marketing emails or newsletters to a business’s list

Email Automations
Creates automatic email responses or sequences to save time and boost engagement

Tech Stack Automations
Connects different apps and tools so they work together without manual work

Inventory Management
Helps track what’s in stock, what’s running low, and what needs to be ordered

Customer Communications
Helps manage emails, updates, and responses sent to customers

Client Communication
Supports clear, timely messages to clients about their projects or services

Membership Management
Keeps track of members, access, payments, and communications for paid programs

Group Program Management
Handles the behind-the-scenes tasks for group coaching or learning programs

Client Onboarding
Sets up a smooth welcome process when someone becomes a new client

PM for B2B Client Engagements
Acts as a project manager for businesses, working with other businesses

Planning Offer Launches
Creates the game plan for launching a new product, service, or program

Planning Challenge
Helps organize and run an online challenge to engage or grow an audience

Planning Webinar
Sets up all the moving parts to host a live online training or presentation

Planning Virtual Workshops
Organizes the steps, tools, and flow for hosting an online workshop