Schedule an appointment
for your complimentary consultation
Click to Schedule an Appointment

Getting Started

Needs Assessment

Our goal is to take your business to the next level by streamlining and managing your support needs, while at the same time providing personalized recommendations for growth. 

Your responses on the 
Needs Assessment will provide us with the bigger picture of where you are currently, and what goals you would like to accomplish in the near future.  With this understanding and your commitment to the process, we can discuss the ways in which we can help you arrive there much sooner than you would on your own and what we can handle on your behalf.

The first step is to complete the 
Needs Assessment followed by a complimentary consultation.  We are unable to recommend a plan and quote you a price until you complete the assessment.

Complimentary Consultation

During our
consultation, I will share work examples and demonstrate how we can manage your needs. We will then discuss how we can best work together to meet your personal needs, whether it is a monthly package of services, a package of hours, or individual assignments.

My intentions for our discussion are:

1.      To understand what’s currently not working for you in your business;
2.      To define your specific support needs; and
3.      To share with you how we can take your business to the next level of success.

Proposal with Pricing

Our fee is commensurate with our reputation and the high caliber results we provide. The extra hours you will have in your schedule to dedicate to your core strengths and clients, as well as an expected increase in business, should begin to show a return on this investment as early as the second month.

Getting Started

Getting started is easy; we have a system to acquire all the information necessary without it being a daunting proposition for you. You don’t need to get better organized first!

Here’s what you can expect:

1.      Following the acceptance of our proposal, an Agreement for Services and Payment Authorization Form will be emailed to you. 
2.      Within one business day, you will receive via email our ‘Getting Started’ form.
3.      Once we receive this form from you, we will send you a ‘Welcome’ Email and we can get started right away!

All you have to do now is to decide when you’re ready and we will make it happen!