Operations Consulting / System Strategy

Work Together to Organize your Business

Implementation of basic set-up of your chosen Project/Task Management System.

This package includes:

- Four 1:1 work sessions where we talk through your current processes and review the current setup. We do this for 4 weeks, giving you time to use the system in between each session. 

Here is an example outline of the agenda items for each week:
Note - these may evolve based on how it's going for you and what questions you have each week.


Session 1:

  • Discuss hierarchy of the System

  • Determine & create the initial structure of your chosen System

  • Discuss types of common client projects and the best level at which to maintain these

  • Create at least one client record together with corresponding tasks


Session 2:

  • Dive deeper into client projects and task set up

  • Experiment with

    • Custom fields

    • Tags

    • Checklists

    • Dependencies

    • Document Storage

    • Email integration

    • Views

Session 3:

  • Learning about templates for projects

    • How to Create

    • How to Use

    • How to Update

Session 4: (based on your unique needs)

  • Lead tracking (basic CRM capabilities)

    • How to set this up

    • What stages you'd like to track

    • Use of forms

    • Creating a project based on a lead

  • Integrations - explore email integration a bit further and what you may want automated

  • Explore dashboards and capabilities for client interaction

Plus 30 days support via email or quick Zoom sessions

Complete Set-Up, Training & SOPs

Done for you complete system set-up and implementation.

This package includes:

System Selection: If needed, I will assist you in reviewing the best options for you and your business. I have experience with many different project management systems including, ClickUp, SmartSuite, Asana, Trello and more.

Weeks 1 - 4

  • Information hand-off, export and import of current client data

  • Initial hierarchy and framework set-up

  • Specialized templates

  • Integrations

  • Automations

  • Workflow analysis

Weeks 5 - 6

  • Create SOPs and Provide Training: Once the system is in place, we’ll work together to ensure all processes are documented and clear. I’ll spend time zooming with you as you use the system and offer feedback, ask questions, etc. 

Weeks 7 and beyond

60 days support: For 60 days I’ll be available to answer questions via email (24 hour turn-around) as well as jump on a Zoom to walk through scenarios if something isn’t clear.