Advisory

Strategic Operations Intensive

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

You have questions and need answers - fast!

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

What can we accomplish in an Intensive?

In our 90-minute session, you’ll receive quick, customized solutions to your biggest pain points so you can make effective changes to your processes and systems. 

Examples of what we can achieve…

Client Experience

Enhance and polish your client experience workflow to delight your customers

Tech Audit

Audit and optimize your operations systems to get the most out of your tools

Operations Alignment

Streamline people, processes, + technology to course-correct your operations

The Plan

Finding ease – with ease.

Step 1

Schedule your virtual 90-minute Intensive 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 90-minutes focused on your needs. Sessions are recorded for your reference.

FAQs

The session fee is $350, which includes the 90-minute session and recording. You will also have the option of adding a Kolbe assessment 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 assessment gives you valuable insights into how you naturally work. 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.

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

If you’re on the fence between an Intensive (advisory session) and a VIP Day (done-for-you service), book the Intensive. During the session, we’ll create an action list and if it all seems a bit much or you’d rather not do it yourself, the fee for the Intensive can be applied as a credit toward booking a VIP Day.

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 use the form below to book your Strategic Operations Intensive.

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