What's on Your Back Burner?
You deserve the support you desire and truly need in order to get to the next level in your business. We understand that things are looking a little foggy right now, but we’re here to help give you a clear view of how virtual support can lighten your load for your business.
So, Let’s Get Down to the Nitty-Gritty Details!
Our service packages for Admin Level, Management Level, and A La Carte are designed to give a detailed outline and overview of what you can expect when working with us and to help determine which option is the right fit for you.
Your business has unique needs, so we’ll start by asking you what you want us to focus on, and then speak with you specifically about what our work together will entail.
THIS IS FOR YOU IF...
You’re tired of drowning in overwhelming tasks that are limiting your ability to scale in your business.
You desire being backed by a supportive team that knows the ins and outs of your industry and can hit the ground running to elevate your business.
You’re ready to hang up your superwoman cape, say “woosah” and entrust the intricate details and big tasks to professionals that provide you with relief.
THIS IS NOT FOR YOU IF...
You are a novice in business with less than three years of operating experience.
You need support but haven’t figured out what you need support with just yet.
You don’t have time to spend giving feedback and collaborating in order to establish what is needed for your business.
Our Admin support packages are designed to give you the specific support you need to guarantee smooth-running for your business. Decide where you want us to focus, and let’s get started.
A Minimum of 3 Months
ADMIN LEVEL SUPPORT
Your “business” is your company—the organization that produces your products or offers your services.
THIS PACKAGE IS PERFECT FOR:
General administrative tasks and projects
There is a lot of “busy work” that comes with running your business. Our Business Support package is fully customizable based on your specific needs.
This package provides the support necessary for you to delegate more in order to focus on your core work, brand development, or scaling. . Most of our clients use this package for tasks including but not limited to:
- Calendar management
- Email management
- Client support
- Email sequence and automation
- Research and outreach projects
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THE REQUIRED TERM
10 hours per week
A Minimum of 3 Months
Our Management level packages are designed to give you the specific support you need on a management level. Decide where you want us to focus and let’s get started.
Contact our team for pricing!
MANAGEMENT LEVEL SUPPORT
When launching a new product, course, or service, every detail must be accounted for. We understand the hard work that goes into having a successful launch; our goal is to support you every step of the way, every fine detail.
This service includes:
Your specific needs for support will vary depending on your business, includes but not limited to:
Pre-launch planning; Identify your goals and objectives
Identifying and set-up of the systems necessary to support your launch; this includes auditing the features of your current programs and suggesting alternatives.
Creating funnels and workflow automation
Creating a strategic plan/roadmap that will ensure all tasks are completed as you near your launch date
Post-production wrap: closing out with vendors, budgets, and compiling final reports and details.
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Starting at $5,000/month
Are you still sending out contracts and agreements via HelloSign?
Drafting terms and conditions in Microsoft Word? You are losing time in your onboarding process, and it is probably taking away from the actual work that services your clients. In this package, we will audit your current process and guide you through ways to improve it using the client management platform, Dubsado. This package requires 3-4 weeks for completion.
Phase 1: Auditing and Roadmap
Auditing your current client onboarding process and deliverables
Identifying opportunities to improve using Dubsado features and integrations
Developing a roadmap with workflow options for clients
Reviewing roadmap and workflow options
Phase 2: Developing/Updating Content
Updating canned email responses
Creating a streamlined workflow based on the information that needs to be collected and shared
Creating meeting scheduler options (if applicable)
Uploading contracts/agreements + Creating up to 3 forms and/or questionnaires (if applicable)
Phase 3: Workflow Implementation and Testing
Implementing new workflows
Using "triggered" features in Dubsado to onset automation
Testing new workflows/reviewing with the client
Providing a SOP (standard operating procedure) document with videos and written instruction for each workflow.
Hands-on mock workflow assignments
Optional add-on: Zapier connections such as Freshbook, Calendly, etc
Total INVESTMENT: $3000.00
payable in TWO installments.
1:1 signature training sessions designed to give service-providers the strategy and resources they need to produce their best work.
You should totally charge your worth, and add tax!
As long as you have the service experience to match.
Your client service experience is one of the most important parts of your business. Outside of the core work you provide for your clients, you must also create a cohesive service experience that sets you apart from other providers in your industry.
This experience doesn’t create itself; you must strategically plan your clients’ experience with you at the beginning, middle, and end of your work together.
It’s not enough to be good at your core work; your client service experience matters.
WHAT YOU'LL GET:
THIS TRAINING HELPS TO:
1:1 Half-day training via video call
Help you set service standards that your current or future team can follow
A comprehensive roadmap detailing ways you can immediately improve your current practices and processes
Develop a standard for onboarding clients and providing an offboarding experience that makes your brand memorable
A 15-min follow-up call to check on the progress of your improvements
Help you to identify workload capacities, which ultimately determine how engaging your service experience is.
Mastering Your Client Service Experience
ORGANIZED + PROFITABLE
Organized + Profitable is our signature challenge designed to help solopreneurs get organized in the backend of their businesses.
If you’ve started the challenge and would like additional support, this session is for you.
In this 1-hour 1:1 session, we will answer questions and provide feedback on any of the three topics covered in O+P, just tell us what you’d like to cover at booking, and we’ll pair you with the perfect
• 1-hour screen-share video call
• Feedback and review of any O+P actions
• Follow-up action plan detailing DIY next steps
TDJ On-demand hours are a flexible option that allows you to bank a small number of hours each month for occasional support with projects and tasks. These hours will rollover until used within a 30-day period.
This on-demand package includes ten flexible hours that can be used as needed.
If recurring, this is Ideal for the client would need 2.5 hours per week of support each month. Clients must choose a focus in order to qualify for TDJ on-demand.
A limited number of on-demand packages are available each quarter.
This package includes the following:
• 15-min bi-weekly check-in call
• A dedicated Execution Specialist
• Custom Trello board for task tracking
• Client Portal for invoices and agreement tracking
• Weekly time reporting