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Services

Expertise in creating detailed project plans for quarterly goals and beyond

Retainer

Work with business owners, managing daily operations and team management tasks

Quarterly Planning Packages

Clear goals to scale your business

Project Planning and Management

Project plans with step by step tasks and instructions to reach milestones

Mountain Ridge
Having me by your side as your OBM, you can expect things to get done! 

  • Project and Launch Planning 

    • Project Management Set-Up and Implementation 

  • Team Management 

    • Team management, hiring and onboarding 

  • Creation of SOP’s 

    • SOP inventory and implementation 

  • Systems Analysis and Set-Up

    • Systems implementation: CRM, PM Tools, File Storage and Organization

  • Implementation of social media and marketing plan

Planning Packages
What are you doing to reach your goals?
Wood and Tiles
Quartlerly Planning Package

One Month/$1,700 
 

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The Quarterly Planning package includes: 

  • A “Game-changing” planning meeting

  • A 90 day plan with clear goals 

    • Measurable key results 

  •  Strategies in place to kick off your top 3 goals 

    • Systems set-up 

    • Implementation plans and standards

    • Establish team norms and expectations 

 This package is recommended as an add on to the quarterly planning. For business owners who want deatiled plans to ensure that their goals are executed. 

The Next Level package includes: ​

  • Full 30-60-90 day plans for the top 3 goals 

    • Task driven plans including the who, what, and when to reach these goals 

  • Implementation of systems to centralize tasks and documents ​

  • SOP Creation for any relevant systems for top 3 goals 

Concrete Wall
Next Level
Quarterly Planning Package
 
90 Day Committment for $5,000
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