Advisory Sessions

Expert advice without the big commitment (or price tag)!

You have questions and need answers - fast!

In these strategy-packed advisory sessions, you’ll get my undivided attention to develop thorough, actionable steps to address your highest-priority issues.

What can we accomplish in an Advisory Session?

Available in 30-, 60-, and 90-minute intensive sessions, you’ll receive quick, customized solutions to your biggest pain points so you can make effective changes to your processes and systems. 

Get Guidance on Your Biggest Questions

Perfect for your "I need to pick your brain" list. For example, deciding between different systems, working through a process kink, or struggling to get started on a project or process.

Process Mapping + Review

Discussion about a workflow design or review business processes. Useful for conversations about refreshing an existing process, evaluating solutions to a process hurdle, or discussing possibilities for a new project.

Business Operations Optimization

Digging into the details of your business processes and operations. Ideal for tech stack audits, optimizing your resource alignment (people, processes, and technology), and being trained on existing systems, such as Dubsado and ClickUp.

The Plan

Finding ease – with ease.

Step 1

Schedule your virtual Advisory Session for a date and time that works best for your schedule. (Team members are welcome!)

Step 2

Gather notes regarding what you’d like to cover during the session, including current state, ideal state, and any materials.

Step 3

Ask all your burning questions! We’ll fill the full session focused on your needs. 90-Minute Sessions are recorded for your records.


Advisory Sessions are available in 30-, 60-, and 90-minute durations:

  • 30-minute: $120.00
  • 60-minute: $240.00
  • 90-minute: $350.00 – includes recording of session

You will also have the option of adding Kolbe and Everything DiSC Workplace assessments at an additional cost.

Anything related to your operations, processes, or systems! Whether it’s about your work or personal productivity, the sky is really the limit.

Taking the Kolbe and Everything DiSC assessments give you valuable insights into how you naturally work and interact with those around you. In addition to deep-diving into your strengths, I utilize your unique results to ensure the advice I give you is in alignment with who you are.

The Kolbe A Index focuses on the “doing” part of your brain – how you instinctively take action. This assessment is most helpful in managing stress, battling procrastination, and collaborating with others.

The Everything DiSC Workplace Assessment focuses on the “feeling” part of your brain – how your personality takes shape. This assessment is most useful in understanding your motivators, stressors, and personal preferences.

Absolutely! If you’re in a big growth or restructuring phase, booking multiple intensives is an efficient way to maintain focus, have an accountability partner, and keep moving the needle.


If you have additional questions or would like to further discuss your needs and options, please click below to book an exploratory call.

Ready to get started?

Select your preferred duration below to book your session.

Advisory Session


Advisory Session


Advisory Session



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