My Process
A streamlined approach to working together that ensures clear communication, efficient workflows, and exceptional results.
Initial Consultation
We'll start with a comprehensive discussion about your business, challenges, and goals. This helps me understand your specific needs and how I can best support you.
Come prepared with a list of tasks that consume most of your time and any specific pain points in your current workflow.
Customized Proposal
Based on our consultation, I'll create a tailored proposal outlining the services, hours, and pricing structure that best fits your needs. This ensures we're aligned on expectations from the start.
Review the proposal carefully and don't hesitate to ask questions or request adjustments to better suit your requirements.
Onboarding & Setup
Once we agree to work together, we'll schedule an onboarding session to set up necessary tools, access, and communication channels. I'll also learn about your preferences and standard operating procedures.
Prepare documentation of your current processes and any login credentials I'll need (we can use a secure password manager).
Regular Check-ins
We'll establish a rhythm of regular check-ins to review progress, address any questions, and adjust priorities as needed. This ensures we stay aligned and that the work continues to meet your expectations.
Block time on your calendar for these check-ins to ensure they happen consistently, even during busy periods.
Ongoing Support
As we work together, I'll continuously look for ways to improve processes and increase efficiency. Our collaboration will evolve as your business grows and your needs change.
Share feedback regularly about what's working well and what could be improved to help refine our working relationship.
Quarterly Review
Every three months, we'll conduct a comprehensive review of our work together, celebrating wins, addressing challenges, and setting goals for the upcoming quarter.
Keep track of the impact our work has had on your business to help quantify the value and identify areas for future focus.
Frequently Asked Questions
How many hours per week do you typically work with clients?
I offer flexible packages ranging from 5 to 20 hours per week, depending on your needs. We can start with a smaller package and adjust as we determine your actual requirements.
What tools and software do you use?
I'm proficient in a wide range of tools including Google Workspace, Microsoft Office, Asana, Trello, Slack, Zoom, and many others. I'm also quick to learn new tools that you may already be using in your business.
How do we communicate about tasks and priorities?
I adapt to your preferred communication style. Most clients use a combination of email, messaging platforms like Slack, project management tools, and regular video check-ins. We'll establish a system that works best for you.
What if I need help outside of regular business hours?
While I primarily work during standard business hours, I offer flexible scheduling for clients in different time zones or with occasional urgent needs. Emergency support can be arranged as needed.
How do you handle confidential information?
I take confidentiality very seriously. All client information is kept strictly confidential, and I'm happy to sign an NDA before we begin working together. I use secure password management and follow best practices for data security.
Ready to Get Started?
Let's begin our journey together and transform your business operations.
Schedule a Consultation