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WHAT WE OFFER
Review our services and choose what fits, or book a discovery call to talk through next steps.
Performance Optimization Audit + Plan
800$A business-wide audit that reviews operations, systems, services, and visibility to identify gaps and deliver a clear, prioritized action plan.Valid for one month- Business Goals, Structure, & Growth Review
- Services & Revenue
- Communications & Visibility
- Website Performance & UX
- Social Media Presence & Channel
- Systems, Tools, Data Tracking, & Workflow Evaluation
- Prioritized Action Plan (30–60 days)
- Efficiency/Cost-Saving Insights
- Leadership Debrief Session (60 minutes)
CRM Setup & Data Clean-Up
850$A service that sets up or optimizes your CRM, ensuring records are accurate, segmented, and usable—so your team can track, nurture, and convert without data chaos.Valid for one month- CRM Setup or Optimization (HubSpot, etc.)
- Field, Tag, List, Pipeline Design
- Import + Clean-Up of Records
- Segmentation Framework
- Basic Automation Setup
- Data Usability Training Session
- Reporting Template Setup
- Integration Guidance
- 30 Days Post-Setup Support
- Documentation of Setup Decisions
KPI & Measurement Framework
400$A framework that defines success metrics, reporting templates, and dashboards—so leadership can track progress, make decisions, and hold teams accountable.Valid for one month- KPI Map (aligned to goals)
- Measurement Framework
- Custom Dashboard Template
- Data Source Mapping
- Reporting Cadence Guide
- Accountability Framework
- Sample Report Templates
- Staff Training Session
- Leadership Review Call
- 30 Days Post-Setup Support
About Our Work
Running a business requires clear planning, organized systems, and consistent communication. When any of those break down, progress slows.
As a strategic business management and development agency, we work with organizations to define direction, improve operations, and manage communication across the business so growth is intentional, not reactive.
Get Started
Email Consult
No time for a call? Tell us where you need support, and we’ll send back suggested next steps.
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