The Planner

An assessment and plan to use digital technology to meet your business objectives.

  • Initial consultation: Private 1:1 coaching/mastermind session with me to identify your pain points, goals you want to achieve, any cost-saving opportunities, and answer all your questions.

  • Action plan creation: A personalized roadmap with clear steps to declutter, optimize workflows, and ditch unnecessary software. It also includes a digital audit where I review your website and social media profiles to provide you with ways for improving your customer experience.

  • 30-day support: Dedicated support to help you implement the action plan, overcome roadblocks, and stay motivated. Includes email support and any necessary calls.

  • Resource library: Templates, checklists, and guides relevant to your business needs so you can maintain organization and tech proficiency.

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The Planner

1:1 Session — 1 hour, 15 minutes