Asynchronous Breakthrough Strategy Session
Starting at
$
397
About this service
Summary
Every strategy session includes:
One day of voxer access to Katie
A thorough audit of your current systems and strategies
The answers to as many questions you can ask that day, from operations to systems, client onboarding & offboarding, hiring & firing, and everything in between!
A full assessment of the current tech platforms you’re using. We'll talk about if they are the best tech for you and if there's any better options out there.
A custom, 3-month action plan delivered to you 7 days after your session.
Guaranteed one week of email support following the delivery of your action plan.
The feeling of getting unstuck and having actionable steps to follow in your business.
The joy of having someone cheer you on and be a sounding board for your ideas
Before your session...
You will
I will
The session...
The day of your session we'll work together on Voxer to go over your current business situation, your goals for the next few months, your systems & tech, etc. I'll get to know the bulk of your business through your questionnaire. The Voxer day is for clarification & your questions for me.
After the call...
I will create your 3-month action plan and deliver it within one week of our session.
You'll have one week of email support to ask any questions you have after you receive your 90-day plan.
What can we talk about?
There is a wide range of things we can talk about in our strategy session. It will all depend on your needs.
Some examples are...
Project & Team Management
Sales Funnels & Marketing Campaigns
Systems Building & Standard Operating Procedures
Business Process Optimization
CRM setup
Automations
And so much more...
Deliverables
90-day strategy plan
After discussing your business goals, I'll create a 90 day action plan for you to follow to help you reach your goals.
Audit of your systems & tech
We'll ensure that your systems & tech are working effectively in your business and helping you reach your goals
Set up of your automated tasks in your project management system
An organized and updated Recurring Task List that aligns with your priorities
What's included
90-day strategy plan
After discussing your business goals, I'll create a 90 day action plan for you to follow to help you reach your goals.
Audit of your systems & tech
We'll ensure that your systems & tech are working effectively in your business and helping you reach your goals
Set up of your automated tasks in your project management system
An organized and updated Recurring Task List that aligns with your priorities
Example projects
Duration
2 weeks
Skills and tools
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