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Let's get to work! I offer services for wherever you're at in your business, customized just for you. You deserve one-of-a kind operations with heart...because you and your business are kind of a big deal.

 
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Strategic Mapping™


Turn your dreams and ideas into plans with Strategic Mapping™!


DOES ANY OF THIS SOUND FAMILIAR?


➡ You're a busy business owner with tons of ideas but not sure what to tackle first.

➡ Your business lacks focus and direction.

➡ You're overwhelmed by the ideas and projects swirling around in your head, on the post it notes on your desk, scribbled in a notebook, or where ever else you hold onto them.

➡ Your vision has gotten lost in all the busy details, or maybe you didn't even have one in the first place.

➡ You want to scale your business but you're not sure when and how to begin.

➡ You no longer have time for doing what you love in your business and it's getting harder to step away.

I'VE GOT YOUR SOLUTION.


Through two 90 minute sessions, I'll lead you through the 7 essential strategic objectives of the licensed Strategic Mapping Model™. 

 

You'll walk away with a CLEAR VISION, CLARITY, and a strategic PLAN from an operations expert based on these objectives: 

Financial SteadinessVisibilityProduct Creation + RefinementOperational EfficienciesScaling & Team GrowthCustomer & Client Experience Professional Growth & Development

HERE'S WHAT YOU'LL GET:

  • Two 90 Minute Zoom Calls with a trained Director of Operations and certified OBM (yours truly).

  • A custom plan based on your Strategic Objectives, broken down by quarter

  • A personalized Trello or ClickUp board with your plan on it so you can take it back to your team...use it as is or upload to the PM tool of choice!

  • A Mission, Vision, and Values workbook to figure out the WHY behind your business.

  • Recordings of the two Zoom calls

  • Suggestions as to what KPIs/Metrics to track for your top objectives.

 

CALL 1:​

  • Review your Mission, Vision & Values (I will send you a workbook prior to the call) to figure out the present and future direction of your business.

  • Rank the 7 Strategic Objectives to find out what is most important to your business RIGHT NOW.

  • Select the top 3 Objectives you would like to focus on for the next quarter...and beyond.

  • Create a list of projects needed to move forward with your goals and vision.

CALL 2:

  • Evaluate the chosen projects and turn ideas into a quarterly plan.

  • Break those projects down by month so you know what to do and when. 

  • Discuss KPIs/Metrics suggested to help evaluate progress.

INVESTMENT: $1149*

*$999 if done at the beginning of a retainer package

 
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STEP ONE

DISCOVERY CALL

I want to learn where you are at in your business, where you feel you're succeeding, and where you feel you are lacking in support. This complimentary 30-minute session is the first step towards understanding your needs and assessing whether or not we are a good fit for each other.

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STEP TWO

CUSTOM PROPOSAL

Based on our discovery call, I'll put together a custom proposal for your business needs and budget.

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STEP THREE

WE'RE IN BUSINESS

We'll start with a kick-off call to get into the nitty-gritty of your business. I want to identify what I can take off your plate so you can get back to doing what you love. We'll create a plan for success and to grow your business.

 

Our epic partnership begins!

Retainer & Consulting

Note: Retainer services are available on a very limited basis.

RETAINER PACKAGES:

Need a business BFF? I'll be your strategic partner and manager your team, systems, and the backend of your business. I'll offer strategic solutions on how to optimize and scale your business and offers. 

Retainer services may include: project & team management, systems building & SOPS, monitoring metrics & analysis, KPI setup & tracking, identifying & hiring team members, product launch strategy & support, and so much more! 

Retainer services start at $2000/month.

HIRE YOUR DREAM TEAM:

If you're tired of hiring the wrong people or you just don't have the capacity to find a needle in a haystack, I can be your hiring superhero! I'll write the job listing conduct the interviews, and present you with a candidate (or multiple candidates) that you can get excited about. Hiring is truly my superpower!

Done-for-you hiring starts at $1200.

CONSULTING & OTHER PROJECTS:

Talk to me about unlimited Voxer access if you're interested in having an OBM/DOO strategy without the retainer cost. 

Have a project in mind such as creating SOPs or setting up KPIs and Metrics? Let's chat!

Price depends on scope of work.

 
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Systems to Scale

One the top reasons for overwhelm in businesses are clunky and inefficient systems. 

➡ Are your systems working for you?

➡ Do you have a Project Management or CRM tool in place?

➡ Are you using your systems to their full potential?

➡ What's missing from your systems?

If you don't have the right systems in place, it's costing you time and money.

 

If you've been struggling to scale, your systems and tools might be holding you back. It's time to bring an expert.

In my Systems to Scale Audits, I'll use the 7 strategic objectives from the Director of Operations Certification program to help you evaluate your systems. I'll offer suggestions on how to improve your existing systems and how/when to add new ones. You'll get a custom plan that will help you feel clarity knowing that you have the tools to make your business more efficient...so you can truly scale.

Strategic Objectives Include:

Financial SteadinessVisibilityProduct Creation + RefinementOperational EfficienciesScaling & Team GrowthCustomer & Client Experience Professional Growth & Development

HERE'S WHAT YOU'LL GET:

  • Two 60 Minute Zoom Calls with a trained Director of Operations and certified OBM (yours truly).

  • A custom systems audit based on your Strategic Objectives.

  • Personalized recommendations to update/utilize your systems and tools.

  • A Mission, Vision, and Values workbook to figure out the WHY behind your business.

  • Recordings of the two Zoom calls

 

CALL 1:​

  • Review your Mission, Vision & Values (I will send you a workbook prior to the call) to figure out the present and future direction of your business.

  • Rank the 7 Strategic Objectives to find out what is most important to your business RIGHT NOW.

  • Discuss the systems/tools you are using for each strategic objective.

CALL 2:

  • Go over my findings and recommendations, and discuss how to practically implement them in your business.

  • Q&A!

INVESTMENT: $1349

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HERE'S WHAT YOU'LL GET:

  • A call the morning of to go over your current systems, processes, and offers.

  • I build what we discussed into your ClickUp over the course of several hours.

  • A follow-up call to go over your new, dreamy ClickUp setup!

BONUSES:

  • Customized dashboards for up to 5 team members...with a training video on how to create them.

  • A Business Hub folder set up to hold all your important business info...you'll wonder how you ever lived without it!

  • A video recording walkthrough to show your team how to use the new system.

  • 30 Days of Voxer/Email Support

 

NOTE: VIP DAY SPOTS ARE LIMITED AND BOOK QUICKLY EACH MONTH.

INVESTMENT: $1500*

*This price is applicable to most service provider businesses. If you have a large and incredibly complex business, the rate will be higher and we will likely need more time to set it up. Contact me for custom quotes.

ClickUp VIP Day

Save hours of time per week and stop things from falling through the cracks. Sounds amazing, right?

 

ClickUp is a fantastic, user-friendly project management tool that will revolutionize how you're running your business. I'll build out your ClickUp to run as efficiently as possible, completely custom to the needs of your business.

 

Do automations, dependencies, and dashboards make your head spin? Or maybe you've never used a Project Management tool and you have no idea where to begin. I have you covered. I'll bring my expert knowledge so you'll get the best ClickUp features set up for you in just a single day.

You'll have the organization and efficiency you've been craving, but without the headache of setting it up yourself.

Imagine having one location where you can store ALL THE THINGS. One location to keep track of everything...no more post it notes, word docs, or notebook to-do lists. You'll have a tool that will help your team work smarter and communicate better. 

Your team will be more efficient, which leads to cost-effectiveness. You'll also have more time freed up, which you can use for activities that bring in profit, or maybe those passion projects that have been on the back burner. ClickUp is one of the best investments you can make for your business.

 

Before Allie joined the team, I knew that I was not only becoming my own bottleneck in the business but that the team I currently had didn’t align with the level of growth I wanted. I honestly didn’t know what the “next right step” would be until we had our first interview together and I felt like I was breathing fresh air again for the first time in months. Allie immediately understood what I was going through and walked me through exactly what was possible and how.

 

She not only delivered on her promise but has completely blown me away! Within the very first month in the business, Allie helped restructure the entire team (including off boarding, hiring and onboarding), completely upgraded our behind the scenes processes and gave me both the time and mental bandwidth that I needed in order to take the business to the next level, while staying in my zone of genius.Since then, I’ve watched as she has continued to bring a level of knowledge, skills and heart to the business that can’t fully be put into words. I’ve been in business for nine years and have never seen someone help a business to make such radical shifts in such a short period of time and I have Allie to thank for that!

 

Get Allie in your corner – you won’t regret it!

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Jessica, Freedom Driven Success

What are you waiting for?

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