Description of Services

• Full accountability support
  • Daily Voxer support (during normal business hours Monday - Friday, 9am - 6pm CST) w/24 hour response time
  • Motivation and talk through problem solving to move forward when you're stuck
  • Access for virtual co-working when you need an extra set of eyes, or just an ear, while you're working in your zone of genius
  • We learn to understand, your multiple specialties, how they impact each other, and foster collaborations with your team
  • Play a critical role that complements the organization's Visionary by supporting and talking through important decision making moments

• Project management sweeping (i.e. Trello, Clickup, Asana) - PM sweeping
  • Minimum twice per week we log into your project management system, sweep the data;  Reset Due dates, remove past due dates, consult with you on realistic due dates, etc.
  • Bridge the gap between you and your team when they are needing pertinent information, when you are unavailable 
  • Preview drafts of deliverables from you and your team and offer feedback and suggestions
• One hour monthly 1:1 Zoom co-working session ​
  • This time is ideal for you to get something off your blackboard that you have been procrastinating about or that came up suddenly and needs to be accomplished by you within a week 
  • During this time while you're working, we are sweeping your project management system
  • Available to review drafts for deliverables during this time

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• One hour monthly team zoom co-working session 
  • ​Same as above, with all of your team members or selected team members (up to 10)
  • This time can also be used for team meetings or client onboarding. We will be there to capture information that needs to be entered into your project management system
• 20 minute weekly brief  (phone or zoom)
  • Once a week we will meet to discuss your priorities, your team's performance, client care, and/or share your victories and accomplishments (Running a business is not easy peasy, the latter is the most important.)
  • Address items in your project management system and determine importance, current relevance and/or obstacles
  • Set the stage and due dates for the upcoming week. 
• Assist with team members or client on/offboarding
  • Facilitate access to your systems for team/client success
  • Offer general walkthrough of your system to your team/client
  • Direct team/client to information ​
• Zoom, VIP days and/or webinar support 1 x monthly (1 hour)
  • ​Are you facilitating VIP days or have live webinars? With advanced scheduling we will be available to: 
    • ​Admit attendees into the room
    • Answer questions in the chat
    • Provide information in the chat
    • Help with basic troubleshooting 
    • Debrief during our next scheduled meeting (or immediately via Voxer)​​

ADD-ONS

• Walkthrough of practical application and run automation tests
• Review standard operating procedures, suggest and test edits
• Read procedures, test and suggest edits in written and video formats

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It is important to know what works best for you, your team and your clients. 
​ I work in the following systems with my clients.