
Services
I offer tailored Online Business Management services to help your business deliver meaningful impact.
My Services
The following are a sampling of the tailored services I offer to streamline your operations, optimize your workflows, and empower your organization to maximize its impact.
Team Management
-
Team onboarding and task delegation support.
-
Weekly strategy calls (first month, then bi-weekly).
Other
-
Flexible, solutions-oriented support tailored to meet your organization’s unique needs.
Operations Management
-
Monthly reporting on key business metrics, including new client acquisition and business growth.
-
Complete management of client onboarding and ongoing client communications.
-
Quarterly business review sessions to track progress and realign strategies.
Project Management
-
Full launch management for group programs or new services.
-
Tracking tasks and deadlines to ensure smooth project completion.
Marketing and Metrics
-
Monthly tracking of key performance metrics to ensure steady progress.
-
Reporting on marketing performance, including email sequences and client acquisition trends.
Business Management Systems
-
Full setup and integration of CRM and client portal (e.g., Dubsado, HoneyBook).
-
Automated workflows for client onboarding and email scheduling.
-
Complete automation for lead nurturing sequences using tools like Flodesk, Zapier, and others.
-
Creation of key SOPs to document core processes.
-
Setup and management of a project management system to track tasks and deadlines.
Work with Me
Every organization is unique, and that’s why I take the time to understand your specific needs and challenges.
Together, we’ll craft tailored solutions—whether it’s streamlining your operations, optimizing workflows, or implementing systems—so your organization can run smoothly, amplify its impact, and stay focused on its mission.
Let's figure out what you need together.
Designed for established organizations with multiple ongoing projects, a diverse team, and a need for high-level organizational strategy and automation to scale effectively.
Who This is For
Expected Results
Impact
Package
This package maximizes efficiency, integrates advanced automation, and ensures that your organization is fully optimized. With everything from CRM management to strategic planning support, you’ll be able to deepen your impact while staying focused on your mission.
Perfect for organizations experiencing steady growth but struggling to keep up with volunteer coordination, event planning, and stakeholder communication.
Who This is For
Expected Results
You’ll see improved coordination across your team, a more seamless process for events, and better engagement with donors and stakeholders. This package lets you focus on expanding your mission while I handle the operational details that keep things running smoothly.
Growth Package
Ideal for small organizations with a limited team that are beginning to feel the pinch of growth and need help organizing basic workflows, donor management, or project timelines.
Who This is For
Expected Results
Foundational Package
This package establishes a stable foundation, bringing organization to your daily tasks, simplifying donor follow-ups, and ensuring nothing falls through the cracks. You’ll gain more time and a sense of calm, knowing that core processes are under control.





