Flat Rate Services

Systems & Setup

  • Paying for a bunch of tools that don't quite work together? Let's find out what's working well and what's just costing you.

    ▶ Review of your current tools and how they're actually being used (CRM, project management, email platform, etc.)
    ▶ Identify gaps, redundancies, and bottlenecks
    ▶ Flag opportunities for cost savings: overlapping tools, unused features, or subscriptions not earning their keep
    ▶ Prioritized recommendations: what to fix first and why
    ▶ Clear next-step roadmap

  • Once we know what isn’t working, we’ll fix it.

    ▶ Implementation of the fixes and improvements identified in your Systems Audit
    ▶ Covers one or several smaller fixes that don't require a full standalone project
    ▶ Price and timeline confirmed based on what the audit surfaces
    ▶ 50% of Systems Audit fee credited toward this package if booked within 30 days

  • Client details scattered everywhere? Let's get them all in one place.

    ▶ Discovery call to understand how you actually work with clients
    ▶ Audit of where your client data currently lives
    ▶ All contacts consolidated into one database
    ▶ CRM of your choice set up and configured: HubSpot, Dubsado, Zoho CRM, Follow Up Boss & more
    ▶ Contacts imported, tagged, and organized
    ▶ Pipeline stages built around your actual sales process, with 1-2 automation rules configured

  • A project management tool that fits how you work, not the other way around.

    ▶ Discovery call to understand your business
    ▶ Full custom setup in your tool of choice: ClickUp, Airtable, Monday, Asana & more
    ▶ Milestones, tasks, statuses, and views built around how you actually work
    ▶ Automations and integrations connected
    ▶ One training session
    ▶ One revision round

  • Something stopped working. Let's get you back to normal, fast.

    One nagging tech issue, sorted: a broken automation, a tool that won't sync, a setting that's been driving you crazy.
    ▶ One focused session
    ▶ Covers one tool, one issue
    ▶ Clear explanation of what was wrong and how it's fixed

    Not included: new system builds, multi-tool troubleshooting, ongoing support (available as add-ons or a full project)

Website & Content

  • Your site works, but it feels tired. I update the look and layout so it feels current and makes it clear what you do and how to hire you.

    ▶ Discovery call to understand what feels outdated and what you want visitors to do
    ▶ Review of your current site: design, layout, mobile view, and speed
    ▶ Refreshed layout, fonts, colours, and imagery across your existing pages
    ▶ Clearer navigation and calls to action
    ▶ SEO basics: page titles, descriptions, and image names
    ▶ Two revision rounds

    Not included: new site builds, e-commerce setup, custom code, copywriting, photography (available as add-ons)

  • Open for business, but your store backend isn’t quite up to date? Let's make every product and setting current and consistent.

    ▶ Product organization: tags, collections, variants
    ▶ SEO basics on products and key pages
    ▶ App audit: flag what's slowing you down
    ▶ Settings review: shipping, taxes, payments
    ▶ Analytics connection: Google and Meta pixel
    ▶ Basic automations: abandoned cart, welcome email

  • The newsletter you keep meaning to send, written, designed, and ready to go out.

    ▶ I curate a list of topics; you choose your favourites
    ▶ Content written from scratch, in your voice, SEO-aware
    ▶ Up to 3 sections per newsletter
    ▶ Designed to mirror your brand in your email platform: Mailchimp, Klaviyo, Kajabi & more
    ▶ Ready to schedule, no extra work needed
    ▶ Two revision rounds

    3 newsletters | $450 · 6 newsletters | $850 · Ongoing monthly | Starting at $200/month

  • The course you keep meaning to create: built and ready for your first students.

    ▶ Discovery call to understand your content, audience, and goals for the course
    ▶ Platform recommendation based on your content, audience, and budget: Kajabi, Teachable and more
    ▶ Content organization and structure refinement
    ▶ Light video editing: cuts, captions, basic polish
    ▶ Enrollment and onboarding process for participants
    ▶ Two revision rounds

    Not included: filming, graphic design, branding, sales page copywriting (available as add-ons)

Not sure where to start?

  • You know you want more clients, more traffic, more feedback, and smoother processes, but you're not sure how to get there. We spend 90 minutes talking through where your business is now and where you want it to go, then we map out your options.

    ▶ One 90-minute call, by video or in person
    ▶ We go through your goals, what's working, and what's getting in the way
    ▶ I map out your options and recommend where to start
    ▶ A short written summary of next steps, sent within 3 business days
    ▶ $150 credited toward any service booked within 30 days

Ongoing Support ➝

Don't see exactly what you need?

If it involves operations, systems, or digital client experience, I can likely help.

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