Project

Portfolio

A select list of services completed during Intensives, VIP Days, and team sessions.
Hover over each box to see the custom solution built for each need.

Real Estate Firm

Small real estate firm had big plans for the future but felt their foundation could use a little work before executing. They had tools that felt underutilized and processes that felt a little clunky. They were looking for a tune-up.

Intensive

Reviewed processes and tools to optimize workflows and ensure tools were being used strategically and intentionally. The team got clarity around what changes needed to be made and are confidently leaping forward with their big plans!
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Law Firm

Small law firm hired three new employees and wanted a productive team-building activity to effectively get to know each other better.

Team Session

Facilitated session to help individuals understand their personal strengths and how to build their culture around effective communication and creating an environment of belonging.
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Actuarial Firm

The team was realigning around new company values and role adjustments and the leader wanted an interpersonal/culture reset.

Team Session

Facilitated team session highlighting the power of understanding an individual’s Kolbe and DiSC results to create a culture of true belonging.
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Law Firm

A busy law firm was using an industry-specific tool to manage caseloads that did not include much-needed functions such as collaborative documentation, oversight, and process management. As a band-aid, the client was using Word documents to track everything.

VIP Day

Designed, built, and populated new project management software, including creating templates, connecting it to their industry-specific tool, and optimizing automations.
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Business Consultant

The client was building a new business line and needed a tool to support the client experience she envisioned. However, she didn’t have the time to build herself and lacked templates - and she needed a solution fast!

VIP Day

Built fully-loaded CRM for client with contract, email, and form templates, automated workflows, imported their address book, and populated with current client information so at the end of one day, they were ready for a better way of doing business!
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Non-Profit Organization

Multiple branches of an organization were being combined under a new leader and were facing unique collaboration challenges. The leader needed insights into the team members and wanted to bring the team together.

Team Session

Facilitated session to help the team understand their personal strengths, how to leverage them for success, and come together with a common understanding and language. The leader received additional insight via reports and advisory sessions to strategically align her team.
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Life Coach

The client was going through a rebranding process but implementation was not covered by the branding company. The website was handled, but the client needed to update their brand in all the places they show up online, including social media and their systems accounts.

VIP Day

Executed rebrand launch by updating all of the client’s social media and systems accounts with new branding elements, including logos, colors, email references, website references, and more.
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Actuarial Firm

The small firm was approaching a stage of growth and team member transitions but had not developed thorough onboarding and offboarding processes and documentation.

Systems Consulting

Designed processes for onboarding and offboarding team members, including templated checklists, communications, and documentation to ensure the processes are consistent, recorded, and smooth for all parties involved.
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Accounting Firm

The client was using an industry-specific tool to manage their client workload but it was falling short in supporting the full client experience. As a result, their process was labor-intensive and inconsistent.

VIP Day

Built complementary CRM process and system to support more intricate client experience, including documented workflow, contract template, questionnaires, service-specific workflows with automations, email templates, and feedback surveys - taking their service from 100% manual down to 20%!
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SEO Consultant

Client was launching a course but the execution felt clunky and cumbersome for both the customer and her.

VIP Day

Streamlined the client experience and then optimized available tools to enroll, progress, and communicate with course enrollees - reducing the client’s involvement in managing her course down to one manual task!
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Business Consultant

Client was transitioning from corporate to self-employment and needed assistance setting up business systems to hit the ground running.

VIP Day

Client’s essential business systems and accounts were set up and connected, including email, calendar, video conferencing, time tracking, bookkeeping, records managements, and more! In one day, she was ready to take on clients and conduct business professionally.
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Curated Gifting Service

The client maintained their customer records in spreadsheets and documents and needed a more robust, professional system to manage their business.

VIP Day

Built the client’s full customer journey, including proposals, contracts, templated emails, feedback surveys, workflows, and more into an easy-to-use CRM. Improved client’s proposal process and engagement communications to give their customers the best possible experience.
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Serial Entrepreneur

The client was losing track of tasks, communications, and appointments across multiple email accounts and responsibilities.

VIP Day

Streamlined calendar and email inboxes to support effective communication and created a new task management process that allowed for segmentation of businesses and collaboration with team members.
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Interior Designer

The client was using physical forms, contracts, and invoicing for her business, which slowed communications and complicated work when physical files were not immediately on-hand.

VIP Day

Built the client’s full customer journey, including proposals, contracts, templated emails, order forms, change orders, feedback surveys, and more into an easy-to-use CRM - and created Word document templates so the client could use paper when needed and upload to the CRM later.
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Branding Agency

The branding agency was hitting a major growth stage and as projects came in, the current project management processes and tools weren’t serving their needs. The creative director was struggling with delegation management and oversight, leading to production delays and frustration.

VIP Day

Moved the team from two collaboration tools into one, created production templates for each service offering, and optimized workflows by thoughtfully streamlining processes and tools.
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Self-Publishing Editor

The client was suddenly without their assistant and with her, all operational records for the business.

Systems Consulting

Built a 30+ page SOP document for the owner to easily reference for seamless operations, reducing gaps, and easing the onboarding of new team members.
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Leadership Consultant

The client was running a successful consulting business but the business was far outpacing her current systems, resulting in missed tasks and spending too much time in chasing information.

Systems Consulting

Created multiple tracking systems and processes to manage individual engagements and maintain oversight of broader business strategy and forecasting - increasing operational efficiency resulting in the client’s revenue skyrocketing by 30+% in the first two months!
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Personal Coach

The client was launching a course but was using multiple tools to execute it and was unsure how to make everything speak to each other. Course platform, email marketing system, website - they all needed to talk to each other.

Systems Consulting

Connected and optimized all course support systems and communications - reducing the manual input needed for the course down to zero!
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