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You should be able to be more hands-off — while you leave your clients with complete, unending confidence that they're in more-than-capable hands. 

workflows are a win for you. And your clients too. 

Perfectly-optimized

It's so incredibly easy to stay organized when you only have one client

But you're so far past that stage of your business

In the early days of your business, you had all the energy in the world to devote hours, days, or even weeks to making sure one single client left completely satisfied (because your client list was still only one or two people long). But that time is very, very far behind you. 

Now you have multiple clients on call, an inbox full of 1,765 unread messages, and not enough hours in the day to feel fully in your creative flow while also responding to new leads, onboarding new clients, and crossing things off a to-do list that gets longer and longer with each new project. 

You need a way to automate all the extra work that leaves you sitting bleary-eyed at your desk past sunset: while you still deliver a highly-personalized experience that keeps your *creative flair* at the center. 


Cross your I's, dot your T's, 
and leave your business

Workflows that make it feel like the "business stuff" is running itself. So you can let go: and enjoy more time in creative flow.

Cross your I's, dot your T's, 
and leave your business

AS CAN BE

streamlined

AS CAN BE

We used to be stuck on the computer for multiple days a week, instead of designing in the studio.

"Now we're able to focus on being floral designers. A lot of small business owners find themselves wearing so many hats, they can't focus on the work that they love. Briana has helped us flip that on its head this year."

- Angela & Demelza, Wedding & Event Florists

From tangled

to Tight

Client communication, processes, timelines: all seamlessly systematized. To let your creativity roam, not logistics rule. 


Good thing I'm a logistic pro who has mastered the art of getting the info I need: without causing you extra stress.

I'll enter your business through the eyes of your clients, with client experience mapping, process walkthroughs, and a strategic questionnaire that will ask all the right questions from the first moment.

THE FOUNDATION

You don't have time for complicated onboarding or long business walkthroughs.

1

My eyes will be turned toward the gaps in your workflows that are wasting you time: along with solutions that will overcome your biggest headaches and hurdles. 

Eliminating or streamlining manual tasks is the name of the game at this stage, with my 10+ years in Corporate America helping me spot perfect places for process improvement. 

The strategic review


I'll dive in with a strategic review of your workflow processes.

2

I'll meet up with you to discuss recommended solutions, as well as outline what implementation will look like on an on-the-ground level. I won't move forward until I get the go-ahead from the person who knows your business best: you.

The go-ahead



Your business is your baby. It's a part of you. And I believe you should be included in every part of the process.

3

I'll set up and document your new processes, with a batch of how-to guides and SOPs that will keep everyone on your team up to speed (and set for success). 

The how-to



To make your streamlining sweet, you need more than just the idea: you need the perfect implementation recipe to bring it all together.

4

Strategy without implementation is like lemonade without sugar.

You'll be able to get clarification, ask any questions, and get ready for your new workflows to take over all the more tedious to-dos that have been taking over your days. (Which is way past overdue, can't we agree?)

The handoff



Through a final walkthrough, we'll review your new processes and get deep about the ins-and-outs of your new SOPs.

5

30 days of post-handoff support gives you plenty of opportunity to ask questions via email. So you can see your workflows, have a partner-in-problem-solving for any questions that come up, and feel fully confident by the time your project comes to a close.

The extra mile




You didn't think I'd just leave you with a whole new set of strategy to set up on your own, did you?

6

Access my top business tools & guides

Good thing I'm a logistic pro who has mastered the art of getting the info I need: without causing you extra stress.

I'll enter your business through the eyes of your clients, with client experience mapping, process walkthroughs, and a strategic questionnaire that will ask all the right questions from the first moment.

THE FOUNDATION

From tangled

to tight

Client communication, processes, timelines: all seamlessly systematized. To let your creativity roam, not logistics rule. 


1

THE STRATEGIC REVIEW

The GO-AHEAD

Access my top business tools & guides

The HOW-TO

THE HANDOFF

The EXTRA MILE

You don't have time for complicated onboarding or long business walkthroughs.

My eyes will be turned toward the gaps in your workflows that are wasting you time: along with solutions that will overcome your biggest headaches and hurdles. 

Eliminating or streamlining manual tasks is the name of the game at this stage, with my 10+ years in Corporate America helping me spot perfect places for process improvement. 

I'll dive in with a strategic review of your workflow processes.

I'll meet up with you to discuss recommended solutions, as well as outline what implementation will look like on an on-the-ground level. I won't move forward until I get the go-ahead from the person who knows your business best: you.

Your business is your baby. It's a part of you. And I believe you should be included in every part of the process.

I'll set up and document your new processes, with a batch of how-to guides and SOPs that will keep everyone on your team up to speed (and set for success). 

To make your streamlining sweet, you need more than just the idea: you need the perfect implementation recipe to bring it all together.

Strategy without implementation is like lemonade without sugar.

You'll be able to get clarification, ask any questions, and get ready for your new workflows to take over all the more tedious to-dos that have been taking over your days. (Which is way past overdue, can't we agree?)

Through a final walkthrough, we'll review your new processes and get deep about the ins-and-outs of your new SOPs.

30 days of post-handoff support gives you plenty of opportunity to ask questions via email. So you can see your workflows, have a partner-in-problem-solving for any questions that come up, and feel fully confident by the time your project comes to a close.


You didn't think I'd just leave you with a whole new set of strategy to set up on your own, did you?

2

3

4

5

6

New client inquiries

Client-forward Flows

Perfect for:

Consultation scheduling

Client onboarding

Client off-boarding

Proposals & invoicing

Scheduling for client meetings

Delivery of project materials

Client communication at large

Lead and client tracking

Business-forward Flows

Project tracking & management

Project timeline planning & execution

Vendor communication & invoicing

Purchasing

Freelancer management & payment

Social media management

* Have something else in mind? I am corporate trained in design thinking. Solving seemingly unsolvable logistic problems is my fresh-baked sourdough bread and rosemary-roasted garlic butter (aka: one of my favorite things). Reach out so we can chat about it.

New client inquiries

Client-Forward Flows

Consultation scheduling

Client onboarding

Client off-boarding

Proposals & invoicing

Scheduling for client meetings

Delivery of project materials

Client communication at large

Lead and client tracking

Business-forward flows

Project tracking & management

Project timeline planning & execution

Vendor communication & invoicing

Purchasing

Freelancer management & payment

Social media management

Perfect for:

* Have something else in mind? I am corporate trained in design thinking. Solving seemingly unsolvable logistic problems is my fresh-baked sourdough bread and rosemary-roasted garlic butter (aka: one of my favorite things). Reach out so we can chat about it.

It sounds cliché, but it's true: "mistakes are our best teachers."

All the hours that you lose right now to manual tasks that don't set your soul alight? (Like when you repeat the same answers to the same commonly-asked questions again and again and again...or spend hours at the keyboard trying to facilitate a good flow of client communication.)

Those are not sunk costs: they're a shining light that show you the parts of your business that need a little extra tender loving care to support your growth for the long-term.

Your messiest system could be your biggest opportunity

In case you haven't heard yet...

Let's tame your chaos

to transform clutter into crushed goals & early clock-outs


Q's asked by other creatives like you
before they made their back-end their bestie

Optimization is wonderful. But what if I need even more support?

Optimization is wonderful. But what if I need even more support?

I hear you. Our workflow optimization services are typically a one-off (as in: I go in once, all-out optimize, and leave you with a seamless system you can use for years to come).

If you're more interested in having a consistent, strategic partner to fully take the business stuff off your plate (while helping you achieve your biggest business goals), then I suggest exploring our Online Business Management services.

What should I expect to invest?

What should I expect to invest?

I personalize all of our projects to support your business needs and goals. But the investment for workflow optimization projects typically starts at $4,000.

What timelines do you usually work with?

What timelines do you usually work with?

Our project timelines will vary greatly depending on the depth of your workflow optimization project. Because I do a deep dive into your business, current SOPs, and other analytics, you can expect all projects to take a minimum of 4 weeks. 

How much say will I have in the process?

How much say will i have in the process?

Lots of say! I consider myself your strategic partner. Which means I'll listen to your needs, keep track of your preferences, and tailor your project to support your in-office and out of office goals as much as I can. (I'm big on active listening...because that's how you truly end up with a project that supports your growth for the long-haul.)

I already have a virtual assistant (VA)...how is this different?

I already have a virtual assistant (VA)...how is this different?

Virtual Assistants (VAs) are expert task-doers, but they are less involved on the strategy side. 

Together, we'll create set-it-then-forget-it workflows that will lead to less tasks for your VA. While also putting together smooth SOPs that help your VA know exactly what to do: and how.

TBH, I'm so overwhelmed by the thought of tackling my back-enD. Thoughts?

TBH, I'm so overwhelmed by the thought of tackling my back-end. Thoughts?

Yes! I promise that simplicity is the name of the workflow optimization game. 

I'll never create an optimized workflow and leave you hanging when it comes time for integration. From creation to set up, I'll be by your side to match your software to your preferences. With clear SOPs created and delivered so you're confident at every step. 

How do I know if this is right for me?

How do I know if this is right for me?

If you have one or more processes in your businesses that simply aren't fully supporting you or your clients: this is right for you. 

If you don't have the time (or desire) to figure out how to make that process work more effectively, be less cumbersome, or run effortlessly on its own: this is definitely right for you. 

When we work together on your Workflow Optimization, I'll analyze your current processes, research solutions, isolate potential new software to fit your needs, create a proposal (so you have say at every stage), and implement it all on your behalf. All while you stay focused on running your business. 

Still unsure if it's right for you? The best way to get clarity is to book a super casual, super no-pressure chat.