Operations

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 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. 

People

We’ll identify your best ways to work and ensure your resources are aligned with your unique style and preferences. 

These sessions are paired with a Kolbe or Everything DiSC Workplace profile to give you additional insights. 

If you’re looking to hire an assistant soon, these sessions are perfect for identifying areas for support opportunities and putting words to your needs to aid in delegation.

Process

We’ll review your workflows to ensure they are aligned with your goals and optimized to be as efficient and effective as possible. 

Simply put, we’ll get you over the hurdle of “how” and back to focusing on delivering your best work. 

Ideal for new process construction, polishing a clunky process, and taking client experiences to the next level.

Technology

Got a lot of systems but aren’t sure if they’re all necessary? 

During this session, we’ll do a systems review to remove redundancies (and save you money!), streamline tools, and evaluate opportunities to optimize through features and automations.

This session includes a complimentary copy of the Software Subscriptions Tracker.


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.

FAQs

Advisory Sessions are 90 minute long and $350.00 per session, which 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.

Questions?

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?

Please provide your information below on the interest form below.

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