With our Systems & Operations Audit and 1-on-1 Coaching Sessions, you will take your business to the next level by getting your “house” in order and learning how to function more effectively and efficiently.

 WHAT’S INCLUDED:

• Operations Audit

  • In this initial session, we will discuss your current systems and processes, identify opportunities and gaps, and review our step-by-step plan for establishing an operation for greater efficiency and growth.

• 4 thirty-minute Sessions with Operations/Systems Expert and Coach, Susie Adamson. where we will cover things like:

  • Making sure your CRM is organized

  • Setting up your team drive, calendar, and other systems

  • Creating/refining transaction checklists (with exclusive access to Susie’s checklist templates)

  • Adding email templates to checklists

  • Setting up and using your business tracker

  • Using your task list for your daily marching orders

  • Using action plans

  • Knowing the best uses for Bulk emails vs Marketing emails

  • Identifying admin/ops responsibilities

  • Establishing clear, efficient onboarding of admin(s)

You will receive an email from Susie after purchase within 1-2 business days with next steps.