Streamline Strategy

Confidently navigate the complexities of your business’ landscape with the Streamline StrategyPhase. I work closely with solo-preneurs and small businesses owners to identify opportunities for growth, enhance overall efficiency and foster work-life balance. Together we craft a strategy that aligns with your goals and ensures sustainable growth.

What’s Inside

  • ✺

    Minimum (8) recorded 90 minute Zoom sessions.
    With your custom SWOT Assessment as our foundation, we will build your Strategic Plan. Each plan is unique and tailored to both your personal and business goals. These sessions can be weekly, bi-weekly or monthly.

  • ✺

    Strategic Plan outline & initial recommendations based on SWOT Assessment. Using Google Docs as our platform, we will work together to create to do lists, budgets, marketing plans, set up or clean up accounting software or any other areas you need help streamlining in your business.

  • ✺

    Access to Virtual Office Hours
    In addition to our 1:1 Zoom sessions, you will also have access to me via What’s App during my evening & weekend office hours. Send notes, voice messages and videos and I will respond during our agreed upon Virtual Office Hours.

  • ✺

    Investment: $2275 and up
    $500 Deposit required to book
    Installment payments available upon request. Calculated based upon frequency of Zoom sessions.

✺ Frequently asked questions ✺

  • Prior to our first Zoom session, I will invite you to share vai Google Docs a Strategic Plan template and Outline. Inside our first session, we will review these documents and create a plan of action. All additional sessions will be spent reviewing, collaborating and editing as needed insuring progress and ultimately completion of your Strategic Plan with clear goals and action steps for the next 1 - 5 years.

  • Once we are connected via What’s App you can message me whenever you have time and I will reply during our agreed upon time frame. I keep these hours flexible based upon my current clients needs as well as my own. Typically they are in the evening and weekends to accommodate clients working full time jobs or with young children.

  • If more time is needed to complete your plan, we can assess and discuss when that times comes. Ideally we then shift to the Trail Guide service until your plan is complete and clear goals and action steps have been established.