Instead of spending your time building your network, connecting with your clients, and growing your business (sustainably)...
You're caught spinning your wheels just trying to keep up with the client work and day-to-day operations.
Do any of these sound familiar?
You’ve got a to-do list that only seems to double (or triple!) every week
You consistently start projects that don’t get finished and you feel like a flake or, worse, a failure
You miss deadlines and you feel like you’ve let your clients down
You spend most of your day tracking down clients and digging through your inbox
You’re frustrated because you always feel like you’re missing that one critical detail that’s going to make or break your project
You know you need to tackle these problems, so you can provide your clients with an amazing experience AND work on growing your business.
But how? You've tried different things along the way, and the idea of actually getting a project management system to work for your business seems hopeless. The time and energy of working through the details of getting processes and systems in place is really overwhelming.
I get it. But, how relieved would you feel if...
When you sat down to start working each morning, you knew exactly what you needed to do for the day
You had a project management system you (and your team) actually used because it made your life easier
When you got a new client, you didn’t have to dig through your emails and files to see what you said and how you set everything up last time
You looked like a pro to your clients because you’ve made their experience of working with you as seamless as possible
You were able to finally start checking off those projects and tasks that have been sitting around collecting dust (and finally see real progress in your business)
Ready to simplify your operations and get your project and client management systems in order?
Depending on what level of support you need, I’ve got a couple of packages for you to choose from.
Project Management Blueprint
Project and Client Management System Setup and Implementation
You don’t need a one-size fits all solution.
You need someone to take a look at your business and make a well-informed assessment on how to make working with your clients and your team easier and more efficient.
HOW IT WORKS
BREAK DOWN YOUR SYSTEM
During this session, we’ll first walk through your current systems and processes to pinpoint where bottlenecks and breakdowns are happening and why. Then, we'll talk about your business goals and objectives for the system and create a custom blueprint to setup your system to meet these objectives.
SETUP YOUR SYSTEM
Next up, I'll take the custom blueprint we created and set up your project or client management system (i.e. Basecamp, Dubsado, Trello, Asana, etc.) for you and your team.
DELIVER YOUR SYSTEM
Finally, I’ll record a video walkthrough of system with instructions and best practices for how you and your team can get the most out of your newly setup systems.
WHAT TO EXPECT
Questionnaire before the call so I can learn more about you, your team, and your business
45 minute planning and strategy session to create a blueprint of your project or client management processes and systems
Setup of your custom blueprint in your client or project management system
Recorded training on how to use your newly setup system(s)
1 week of email support to answer any questions about your new system
Investment: $350 USD
Project Management Remodel
You know you need systems and structure in place (I mean you’ve got a copy of The E-Myth Revisited on your bookshelf)...
But you can never seem to block out the time to get it done. You need someone with you in the trenches to help you set up systems, establish workflows, and train you (and your team) how to use them on a daily basis.
This is a 3-month collaborative process where I’ll work behind-the-scenes of your business to help you analyze your client and project management needs as well as work with you on your actual client and internal projects to implement, evaluate, and adjust new processes to completely simplify and remodel your project and client management systems.
During your Project Management Remodel we'll apply my Simple Ops Method to your live client and internal projects to...
Breakdown your current process and pinpoint where bottlenecks and breakdowns are happening and why
Simplify the steps and the systems so you can deliver the best results and experience for your clients
Establish new workflows and processes that work for your business and that you (and your team) can execute easily and consistently
Document everything so you’ll know exactly where to start with your next project and you won’t be wondering if you’re missing something super important
Timeline: 3 months
Investment starts at $1800 for 3 months.
So, what happens next? If you're interested in a Project Management Remodel, I'd love to chat! Once you hit the button above and send me a few basic details about you and your business, I'll reach out within the next 48 business hours to setup your free consult call.
Ongoing Project Management & Operations Support
As a business owner, getting caught between “managing” the work and “doing” the work can feel like quicksand.
Whether you have a team or not, you often find yourself spending so much time switching between the two that it feels like you aren’t getting anything done… even though you’re putting in crazy hours and surviving on stale coffee.
I work with a handful of business owners on an ongoing basis to help them manage their team, projects, and client work.
Typically, my ongoing clients are:
Looking to add capacity as they take on more client work and grow their business
Ready to take back those 10, 20, or 30 hours of overtime they’ve been working each week
Transitioning to new offers or markets and need help managing the client work so they can still bring in income while working to build another aspect of their business
Taking on a larger client project or government RFP that needs additional support and management
To best serve my clients, I only work work with a handful of clients on an ongoing basis. If you are looking for ongoing project management or operations support in your business, I’d love to chat with you on a free consult call.
Packages start at $650/month
So, what happens next? Once you hit the button above and send me a few basic details about you and your business, I'll reach out within the next 48 business hours to setup your free consult call.
"I'm an idea person and have a million of them... Kathleen is the one who actually masterminds all of my ideas and helps me bring them to life!
Breaking down large projects into manageable pieces was daunting along with the technology curve I faced when taking my business online. There were challenges I would have never made it through without having her on my team, and having someone to call on for help and to keep my business moving forward is my favorite thing about working with her. The amount of time she saves me so that I can focus on what I do best is invaluable!"
Anita Nall Richesson
Health & Wellness Coach for Teen Athletes and Corporate High-Performers
"If you need someone to help you organize the chaos of launching a new project, Kathleen is your girl.
When I launched my new service, I wanted to do everything in my power to ensure the right people found it, but I struggled to prioritize #allthethings. I didn't know where to focus my time and energy.
Kathleen created a blueprint for my launch which helped me know exactly what I needed to prepare ahead of time so I wasn't creating new content while I was launching. I was able to book 10 of the 12 spots I opened up for my new service!
If you need someone to help you organize the chaos of launching a new project, Kathleen is your girl. She simplifies every part of the process, including the little details like what to write in each email and which tags to create to keep track of who's interested along the way."