Online Business & Operations Management

Project-Based Support

These packages are offered on an as available basis only and generally have a finite start and completion date.

We’ll start with a complimentary call to lay out the project objectives and goals.  Then, within 2 business days, I’ll send you a proposal that includes a detailed step-by-step action plan and the project fee.

Have a project or idea in mind, but not sure about how to get it done?

In this 90-minute Breakthrough Strategy Session you can bring any questions you have about systems, team, projects or ideas you have that you’re not sure how to get them from concept to execution.

You’ll get clarity on what needs to happen to realize your vision and you’ll walk away with an actionable plan.  You’ll receive a detailed report within 24-hours of the call that you can share with your team.


Hourly packages for Infusionsoft/Keap Support for consulting, special projects, training and campaign build-outs.

Of note, I have been working with Infusionsoft by Keap ® for over 10 years and became a Certified Consultant in 2016. I have completed beginner and advanced level training in Infusionsoft by Keap ® and I’ve completed Infusionsoft set-up and transition projects and love using the Campaign Builder to manage the marketing funnel and sales process.

This service is best for business owners who have already completed their Kick-Start package and need a little extra support.

I start with a 30-minute Consultation to assess your needs and then follow-up with a plan to achieve your goals!

My Infusionsoft Consulting + Implementation rate starts at $45/hour, offered in packages starting at 5 hours/month.

Ready to expand your team but not where to start?  I can support you through the entire  process.  

We’ll start with a needs assessment for your business, develop role descriptions for the roles you need now and for future growth and I’ll give you my 7-Step process for building your team.

Or, I can manage the entire recruitment and hiring process on your behalf.

I believe in partnering, not hiring. 
Here’s what I mean by that.
(click to read more)

Has your coach challenged you to get that project done, but you’re not sure of the “how” or the “what”?  Or do you have some fantastic ideas that you want to get started on in your business right now, but don’t have the team capacity to start?  I can help!

I will work with you to select and then implement the systems that fit your project needs and budget.  And I’ll train you or your team on how to use them.

Need help defining and optimizing a solid process that can be handed off to your team members?  I’ll work with you to understand your vision and then lay out the system, tech and process to achieve your goals so that you can send it off to your team to get it done!

Example Systems Projects:

  • You’re ready to launch your first online coaching or training program and need to figure out the tech, systems and processes to make it happen.
  • Your inbox is flooded, you’re overwhelmed, and customer emails are getting dropped or worst, lost.  You need to develop a system to manage your client journey!
  • You’re ready to launch your first podcast and need help identifying the strategy behind the launch, the set-up and how to schedule and manage the content on an ongoing basis.
  • You know you should be measuring business activities so that you can make informed-decision, but you’re not sure which metrics you should be tracking, how to measure them or how to view them in an easy to understand format.  

Client Raves