concierge package
transforming your relationship with your business, time, money, and aligned purpose
by restructuring your business so it aligns with your business goals and personal vision.
do you…
have big ideas and want to grow your business, but you’re stuck in the daily operations, and there is no time for growth?
want to spend more days ‘off’ than ‘on,’ but find you are doing ‘all the things’ and have no time for yourself?
manage your team, the details, and the tasks but are so drained, leaving no room to dedicate energy to what’s most important to you?
work so hard yet, at the end of the day, you don’t even know what you accomplished? You have a clear vision of what you want but need help on how to get there.
spend time with your family but are distracted? Therefore no one gets the best of you?
this pace is unsustainable which isn’t allowing your business to move forward.
what if partnering with me gave you the freedom to…
01.
step away from the daily operations.
02.
have more time in your schedule to focus your energy on serving your clients.
03.
fully unplug from your business and focus on yourself and your family.
04.
redefine and reconstruct your business to fulfill your vision.
05.
transform your relationship with time, money, and aligned purpose.
CLIENT LOVE
let’s get you focused on the work you love.
I’m Sophia and I love helping Coaches get organized behind the scenes so they live a life where their business flourishes within the lifestyle they’ve envisioned for themselves.
With an emphasis on intuitive planning, strategy integration, and optimization of business operations, I help establish a strong, durable foundation that allows for sustainable growth.
As a result, you’ll not only redefine and reconstruct your business, but all aspects of your life transform, including your relationship with time, money, and aligned purpose.
The Concierge Package Includes:
The Mission, Vision, and Core Values (MVV) Workbook
This workbook will help you get clear on your mission, vision, and core values. It will walk you through how to develop (or review) your business statements which should represent what you do and whom you serve, how you see yourself and your future, and what’s most important to you.
The Strategic Business Intensive – Part 1
During this 2 hour call, I will be using the Strategic Mapping Model™. We will have an honest, in-depth discussion about your MVV and go over your business’s 7 strategic objectives or pillars.
The Strategic Business Intensive – Part 2
During this 1 hour call, we will break down all the needed tasks to fulfill your vision. Then, together we will prioritize them and assign them to the upcoming quarters.
Your Business Blueprint
You’ll receive your custom plan that feels aligned to your mission & vision which will ensure you’re moving forward in your business. This includes an actionable quarterly plan and a high-level overview of the upcoming 12 months.
Implementation
Now that we have clarified the steps and actions we need to reach your aligned vision and goals, it’s time to implement them. While I manage and guide your assistant through the implementation process, I assess what needs polishing, where we can condense systems, and what new processes need implementation. With ongoing communication, you’ll know exactly what is happening behind the scenes.
Tracking Performance
It’s important to measure how effectively your business is performing against your 7 business objectives to ensure we are steadily building towards your bigger goal. So, based on our Strategic Planning Session and our 12-month plan, I will create a dashboard to track weekly and monthly metrics.
Intuitive Marketing
Every business is unique, and as an intuitive coach, it is essential for you to have an online presence that aligns with your business and your goals. With my graphic and web design skills and SEO knowledge, I provide support to help attract your ideal client.
Web Maintenance and SEO Updates
As an online business, your website is your company’s primary business card. Therefore, your website should align with your mission and appeal to and attract your ideal clients. In addition, optimizing your website with Search Engine Optimization will help increase your visibility.
Graphic Design
Together we can turn your ideas and concepts into reality in the form of high-quality graphics, from infographics for social media to on-brand handouts and guides. The intention is to design from a place of purpose and in service to others.
Centralized Storage Database
A centralized storage database aims to keep all documents, resources, content, ideas, and more in one place. A centralized database makes a business more efficient and helps improve team communication. This database needs to be easy to access by all team members and kept extremely organized and up to date. As part of our work together, I either create you a new database or revamp your existing one to make sure it remains organized, up-to-date, and includes all the information each team member needs.
Ongoing Assessment and Strategy
Once we have spent time in the depths of your business, you’ll be able to focus on your clients. At the same time, I work behind the scenes reviewing the core foundations of your business, strategizing for new projects, and providing written Standard Operation Procedures, which all lay the foundation for future growth.
Team Meetings
We’ll have weekly progress calls and monthly team meetings where we connect to stay aligned to the business’s mission and discuss details of upcoming projects, which will keep us moving closer to fulfilling your vision and goals.
Execution and Efficiency
As a master of efficiency, I want to ensure your business reaches its full potential and no tasks slip through the cracks. So we concentrate on what makes your business flourish! Together we will bring structure to the core foundation of your business, simplify your systems, and streamline your processes which leads as a gateway to your freedom.
Review and Next Steps Check-in
In the last quarter of our partnership, we will review and celebrate our progress. Then, we’ll create a clear vision for your next year and plan out the best next steps for you and your business.
WORKING WITH ME IS PERFECT FOR YOU IF…
you already have at least one assistant or a small team
you are a high-achieving woman in the coaching industry
you are ready to transform your business + your relationship with time, money, + aligned purpose
you’re excited to work with someone who will put your business first and keep you on track for success
imagine what life would be like
CLIENT LOVE
The Concierge Package
As your Operations Manager, I work directly IN your business, putting in the time & passion that will create a business that aligns with your vision by executing your goals. This exclusive, high-level service is designed to help you get organized and become efficient so that all aspects of your life transform, including your relationship with time, money, and aligned purpose.
what’s included
READY TO TRANSFORM YOUR BUSINESS AND YOUR LIFE?
Great! Here’s how it works:
Apply
Fill out the application below so I can help you transform your relationship with your business, time, money, and aligned purpose.
Discovery Session
If it makes sense for us to connect, you’ll be hearing from me to schedule your discovery session.
Onboarding
If we agree that my services are the best next step for you and your business at the end of the call, we’ll start the onboarding process.
Have more questions? Read the FAQs below or Inquire Here.
FREQUENTLY ASKED QUESTIONS