Are you running your business or is your business running you?
How much more could you get done if you had an automated process for onboarding clients, your project statuses and notifications were easy to see and follow-up on, and your team members had their assignments and were on the same page as soon as you got to work?
Are you running your business or is your business running you?
How much more could you get done if you had an automated process for onboarding clients, your project statuses and notifications were easy to see and follow-up on, and your team members had their assignments and were on the same page as soon as you got to work?
Workflow & Business Optimization.
We’ll help you stay on task and streamline your business by:
Creating office workflows, checklists and templates
Establishing documentation standardization
Setting up automations
Configuring and implementing new platforms
Identifying personnel needs
Training staff in utilizing new systems
Overseeing select projects
Our Most Booked Workflow Optimization Services.
Project Management Tools: Set Up & Training
Manage, track and delegate tasks for projects. Never miss a deadline due to confusion or lost assignments in an email.
Client Onboarding & Management
Standardize your client experience in order to provide a client experience that sets you apart from any other business.
Scheduling & Booking Software
Outline a scheduling and booking workflow that is the perfect step for your business and automate each step along the way.
CRM Setup & Training
A thorough set up of all your workflow systems for you in Honeybook or Dubsado to allow you to focus on your clients, not the paperwork.
Best Business Practices
Implement business process improvements, provide weekly emails with tips for your staff and hold monthly training sessions.
Systems Consultant
Identify, produce and evaluate cost-effective systems and procedures while maintaining productivity.
Anna Rickman, Managing Member of Jerome Environmental Services, LLC
“Working with Jaimee as a Business Coach has been one of the best decisions throughout my career! Jaimee has brought structure and peace of mind to my hectic personal and professional life.
As my business was tripling in size at an unmanageable pace; Jaimee efficiently and ease-fully makes sure every small detail and big picture business models are set in place for optimal success and professionalism. Inspiring not only me but my entire staff.”
It’s Easy to Start.
Schedule a call so we can learn about your needs and where you could use support.
We’ll help you select the plan that will best suit your unique situation.
You can choose one of our standardized options or let us customize a plan specifically for you.