How We Get Started and What to Expect
Ready to Get Started?
You're ready to get started - and relief is on the way! Whether you're feeling overwhelmed, stretched too thin, or simply ready for more support, the process is simple. Here's what you can expect as we begin working together.
Step 1: Schedule a Complimentary Discovery Call
We'll spend 30 minutes discussing your business, current challenges, and goals. You don't need to know exactly what services you need - that's what the discovery call is for.
Step 2: Receive a Customized Proposal
Following our conversation, I'll create a proposal tailored to your business needs. This may include one service or a combination of services based on your goals, priorities, and budget.
Step 3: Review & Finalize the Plan
We'll review the proposal together, answer any questions, and make adjustments as needed. Once the scope of work is approved, we'll establish timelines, priorities, and next steps.
Step 4: Let's Get to Work
Depending on your needs, we'll begin implementing systems, documenting procedures, managing projects, optimizing workflows, or providing ongoing operational support. My goal is to help your business run more efficiently while giving you more time to focus on what you do best.
Frequently Asked Questions
How do I know which service is right for me?
You don't need to have it all figured out before our call. During the discovery call, we'll discuss your business needs and determine which services are the best fit.
Do you offer customized packages?
Yes! Services can be combined and tailored to meet your specific business needs.
Do you work with businesses outside of Colorado?
Yes. I work virtually with clients throughout the United States.
Do you require a long-term commitment?
Some services are project-based, while others are designed for ongoing support. Recommendations will be outlined in your proposal.
How quickly can we get started?
This depends on current availability and the scope of the project. We'll discuss timelines during the discovery call.
How much does it cost to work with you?
Every business has different needs, so pricing varies depending on the scope of work, level of support, and project complexity. After our discovery call, I'll provide a customized proposal outlining recommended services and associated costs. My goal is to create a solution that aligns with both your business goals and budget.
What if I have a limited budget?
Not every business needs ongoing support or a large monthly commitment. During our discovery call, we'll discuss your priorities and identify the areas where support can have the greatest impact. In many cases, we can create a phased approach or focus on specific projects to fit your budget.
Am I hiring an employee?
No. I work as an independent contractor (1099), which means you receive professional support without the additional costs and responsibilities associated with hiring an employee. I manage my own taxes, insurance, equipment, and business expenses, allowing you to access experienced support on a flexible basis.
Do you work with healthcare providers and HIPAA-protected information?
Yes. I have experience supporting therapists, care managers, and other healthcare-related businesses. My service agreement includes confidentiality and HIPAA-related provisions designed to protect sensitive client information. I am committed to maintaining privacy and handling information responsibly in accordance with applicable requirements.
What software and systems do you support?
I have experience working with a variety of business management, CRM, EHR, marketing, and project management platforms, including SimplePractice, MyJunna, Zoho CRM, ActiveCampaign, Mailchimp, Google Workspace, Microsoft 365, Trello, Asana, Canva, and more.
Do I need to know exactly what I need before we talk?
Not at all. Many clients reach out because they know they need help but aren't sure where to start. During our discovery call, we'll discuss your business, challenges, and goals to determine the best path forward.
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