My Services
360° Business Audit and Action Plan
This program provides a thorough audit of your business operations to identify opportunities for improvement and growth. There are 3 important steps to the program.
Step 1: Gather Client Information
You will begin by completing a comprehensive survey designed to capture key details about the structure, operations, and organization of your business.
Step 2: Review & Strategy Session
Optimized Solutions will carefully assess the submitted information and schedule a 60-minute virtual meeting to review the findings, ask clarifying questions, and discuss your goals and challenges.
Step 3: Deliver a Custom Action Plan
Following the review session, Optimized Solutions will develop a detailed, customized action plan outlining key findings, strategic priorities, and recommended next steps.
This audit is the ideal first step toward streamlining your operations and achieving greater efficiency. It's perfect for business owners looking to uncover gaps, gain valuable insights, and implement actionable strategies.
One-on-One 3-Call Package
The One-on-One 3-Call Package is perfect for business owners who want personalized, focused support to address specific challenges and achieve their goals. Across three 45 minute coaching sessions, we’ll work together to create a tailored plan that sets your business on the path to success.
What’s Included:
Personalized Coaching: Individualized guidance to tackle your unique business needs.
Actionable Insights: Clear steps after each session to implement improvements and stay on track.
Targeted Focus: Sessions designed to address your priority areas, such as streamlining operations, optimizing systems, managing teams, or planning for growth.
This package is perfect for business owners seeking expert advice and accountability in a structured yet flexible format. My goal is to help you avoid unnecessary headaches and save countless hours by sharing the insights and lessons I’ve gained from over 17 years of successfully running my own business.
3-Month VIP Business Optimization Program
This intensive 3-month program is designed for service-based business owners who are ready to take control of their operations and build a solid foundation for sustainable growth.
We’ll begin with a comprehensive 360° Business Audit of your business to uncover areas for improvement. From there, you’ll engage in weekly coaching calls and guided course modules that take you step-by-step through organizing, optimizing, and streamlining your operations. By the end of the program, you’ll have a well-structured, efficient business model ready to support your goals.
What’s Included:
Weekly Course Modules
Each week, you’ll receive a focused module covering a specific topic, guiding you through actionable steps to organize, optimize, and streamline your business over the 3-month journey.
Weekly Coaching Calls
Every week, we’ll connect for a 1-hour Zoom call to review your progress, address challenges, and provide personalized guidance to keep you aligned with your goals and tasks.
The Optimized Solutions Framework:
Analyze - Comprehensive assessment of your operations to identify gaps and opportunities.
Organize - Streamline your email, files, and calendar for maximum efficiency.
Strategize - Develop a clear business strategy, set actionable goals, and create plansfor task management and marketing.
Optimize - Evaluate workflows and processes, identify areas to lean out, and organize your truck, shop, and yard for optimal functionality.
Systemize - Create scalable systems, establish a business hub, and ensure your operations run smoothly and effectively.
This program equips you with the tools, strategies, and confidence to transform your business into a well-oiled machine. If you're ready to make real progress and achieve sustainable growth, this is the program for you!
Customized Services
I can offer additional services to meet your specific business needs:
Asana Setup or Optimization- Project management tools to help teams plan, organize, and track tasks, ensuring projects are completed efficiently and on time.
Jobber Setup or Optimization- Business management software designed to streamline scheduling, invoicing, and client management for service-based businesses.Enhanced efficiency and organization for your operations.
Employee Handbook Creation - Custom creation of employee policies, procedures, and guidelines tailored to your business. Ensures clarity and consistency in employee expectations and operations.
Health and Safety Program - Comprehensive health and safety protocols to ensure a safe and compliant working environment for your team. Includes risk assessments, safety training, and necessary documentation.
Employee Review Program - Structured system for regular employee reviews to assess performance, provide feedback, and encourage professional growth.
Mentorship Program - This program aims to develop employees' skills and professional growth through hands-on training, industry insights, and personalized mentorship. It focuses on enhancing technical expertise, fostering career progression, and creating a supportive, cohesive work environment. The program includes skills analysis, in-house training sessions, on-site coaching, and bi-weekly check-ins to track progress and provide ongoing support.
Employee Onboarding Program - Streamlined onboarding process to welcome new hires efficiently, ensuring they integrate smoothly into your business operations.
Systems Review and Creation - Comprehensive review of existing systems and processes, followed by the creation of new systems tailored to optimize your business workflow.
These services are designed to provide targeted support for specific areas of your business, helping you enhance efficiency, organization, and overall performance.
