Frequently Asked Questions
-
Have you said any of these statements recently? If so, then YES.
“I’m drowning in tasks.”
“Our team is disorganized and miscommunicating.”
“We’re using tools like Salesforce or Trello but no one knows how to use them right.”
“We keep hiring the wrong people but never change our process.”
“I know we need systems, I just don’t know where to start.”
-
You’re feeling disorganized, overwhelmed, or just unsure where your systems are slowing you down. Let’s fix that.
We’ll meet for a focused 60-minute video call session where we:
Walk through your current tools and workflows (task management, team comms, project tracking, etc.)
Identify what’s working and what’s not
Talk through high-impact, low-effort improvements you can make
Answer your “is there a better way to do this?” questions
What you get afterward:
A simple summary document with the top 3–5 recommendations, tool suggestions, or templates you can use
-
You’re using tools like Trello, Airtable, or Notion, but they’re a mess or barely working. I’ll help clean things up and set you up for success.
What’s included:
One 60–minute kickoff call to walk through what you’re using and where it’s messy
Access to any existing tools (you’ll need to add me as a guest or share access — no logins required)
A cleaned-up, organized version of their tool (board, database, or dashboard) + basic written how-to or training video if needed
A 30-minute handoff call to walk through how to use it
-
Need a right-hand person without hiring full-time? I offer flexible support to help you stay organized and move faster.
I can support you weekly or monthly with things like:
Managing tools and workflows
Cleaning up tasks and deadlines
Coordinating launches or internal projects
Creating SOPs or templates to make your team run smoother
Let’s talk and figure out what kind of support makes sense for your team.