DreamMap™️ 🗺️ — Deep-Dive Consultation

Starting at

$

250

About this service

Summary

Creating your DreamMap
Anna gains the insight up front about your business, use cases, and goals
During 1 x 60-minute OR 2 x 30-minute focused sessions, explore ideas and gain clarity on options at hand
Review the meeting information while Anna finalizes your recommendations
Walk away with a clear action plan, ways to improve, and (if applicable) a project outline & quote for your next initiative.

In the time it took you to read this review, Anna could have already solved whatever project management problem you need help with. Don't look at other candidates. Hire her!

—Will C.

We wanted to get a POV and recommendation for tools and methods that would improve our project management in a small team. Anna was well prepared in advance of our call and had actual examples that she could use to demonstrate upon request. We came away with a clear set of next steps.

—Alex W.

Process

Schedule your call
Using the link sent to your email, schedule either 1 x 60-minute OR 2 x 30-minute live chats
Ensure you (and any relevant members of your team) accept "YES" to the invite and show up for the call on the schedule date/time.
Do the pre-work
Fill out the detailed questionnaire at least 48 hours prior to the live call
Think honestly about your goals, pain points, and resources at hand
Document any inspiration links or images
Attend the live call(s)
Show up on time and ready to collaborate
If reschedule is required, 24 hour notice is required except in the case of emergencies.
Ask your questions, no matter how challenging, to ensure you walk away with insights as desired.
Review the post-meeting summary
Review the meeting notes sent to you
Watch the meeting recording if needed for reference
Move forward with your plans
Review Anna's recommendations and implement where you find appropriate
Confirm project outline and quote if interested in larger-scale implemenation
Share any questions or feedback you have within 2 weeks to guarantee prompt response.

FAQs

  • How long is the consultation?

    The DreamMap Deep-Dive Consultation lasts 60 minutes. This can be taken in 1 or 2 sessions to reach that total. Prior to the consultation, Anna will provide a detailed questionnaire to cover all prep questions, ensuring you make the most of your live call.

  • What platforms do you support?

    Anna focuses on virtual productivity and work management tools. The most commonly requested platforms are ClickUp, Asana, Monday.com, Notion, and Make.com. Most CRMs, Project Management tools, and automation tools are acceptable (for example: Hubspot, Trello, Smartsheet, GoHighLevel, Zapier, etc.) IF there is a tool Anna cannot support, you will receive a refund upon review.

  • What do I do to prepare for the call?

    1. Answer the questionnaire at least 48 hours prior to your chat with Anna 2. Think honestly about your goals, pain points, and resources at hand 3. Document any inspiration links or images 4. Confirm "YES" to the calendar invite and show up 😊

What's included

  • Pre-Consult Questionnaire

    - detailed questionnaire to understand your needs and goals - critical information about your business structure and team - overview of your main workflows or areas of concern

  • Deep-Dive, 60-minute consultation

    - live zoom call(s) with Anna - option for 1 x 60-minute call OR 2 x 30-minute calls - collaborate on workflows, workspace setup, use case at hand - review existing assets and discuss ideas - call recorded for reference

  • After-meeting summary

    - clear, detailed summary of call - link to recording of meeting

  • DreamMap Analysis

    - Post-meeting analysis - Recommendations for next steps or improvements - Project Outline & Quote (if applicable)

Recommendations

(5.0)

Kyle Mashkoori

Client • Feb 7, 2025

If you need assistance and/or training with Make.com, or another workflow mapping tool, hire Anna! I had a project that relied heavily on Make.com to automate complex business processes. As a first time user of the tool, I had questions that went beyond what was available online. Anna's knowledge of the tool combined with her ability to explain complex process automation in simple terms made all the difference. I personally can’t wait to work with Anna on another project Thank you Anna!


Duration

1 week

Skills and tools

Project Manager

Automation Engineer

Software Architect

Airtable

Asana

ClickUp

Make

Smartsheet

Industries

Creative Agency
Content Creators
Professional Services