I've Got Your Back-Office

Wherever you are in business, I’ve got a plan to match your pace.
From one-on-one sessions to full concierge support, prospecting calls, team trainings, and project help, you’ll get the right mix of strategy and action to move things forward.

Get It Handled 1:1 Support

Ideal For: Business Owners who want hands-on support to simplify the back office, keep the
momentum & feel confident in how everything runs.

QuickBooks How-To

Follow- Up Systems

Mastering Your Calendar

Email Inbox Management

CRM Tutorial

Excel Basic Training

Time Management

Custom

*All Can be converted to Team Trainings

$125/ Session

Business Concierge

Ideal for: Growth-minded
professionals who want
accountability, strategy, and momentum.

1x 30 Minute Strategy Session

Priority Text and Email access

Action Plan and Recap Notes

1 Complimentary Referral Connection with Liaison Service

$125/Month

Business Concierge PLUS

Ideal for: Small Business Champions who want strategy and a few done-for-you tasks handled.

1x 30 minute strategy Session

Priority Text and Email access

Action Plan and Recap Notes

Unlimited Referral Connections with Liaison Services

Business Concierge Welcome Kit

5 client follow-ups (calls/texts/emails) to prospects or clients

2 Complimentary Cards to Clients or Prospects

Light Data Entry:
Business card entry (up to 10) in to CRM or Constant Contact, mail chimp etc.

(Other Data Entry options available)

$225/Month

Prospecting

& Follow- Ups

Ideal For: Busy professionals who need both new opportunities created through cold calling and consistent follow-up after meetings to maintain a consistent pipeline.

50 Leads Per Session

4 Outreach Touches (call, text, email)

Branded Prospecting Email with your Signature

Call Notes & Next Steps Tracked

Calendar Scheduling for interested Prospects

Recap Report of Activity/Responses

30 Day Timeframe

$500/Session

Team Trainings

Ideal For: Small business teams who would benefit from being trained on tools, systems, and communication skills.
(Designed for groups of 2 or more participants)

CRM How-To

Topic- Specific Deep Dives

Sales Techniques

How- to Follow-Up

Phone Etiquette & Client Communications

Customer Service Skills
-Handling Complaints

-Creative Positive Customer Experiences

Networking

$225/Session

Project Work

Ideal For: Small business owners who need hands-on projects completed so they can focus on the parts of the job they enjoy most.

Business Card Imports & Contact Organization

Branded Presentations (PowerPoint, Slides etc)

CRM to CRM Data Transfers

Email Signature and Templates

Securing Sponsors & Fundraising Support

Newsletters & Blog Creation

Branded Flyers, Pamphlets & Marketing Materials

Email Inbox Clean up and System

Desk & Workspace Redesign

SOP ( Standard Operating Procedure) Creation

CUSTOM

You’ve been managing so much behind the scenes.
If any of these services resonated with you, that’s your cue to reach out. You don’t have to handle this alone anymore.

Exclusive Partner Discounts & Trusted Affiliates

As part of my Business Concierge network, I partner with select companies that make running your business easier.

From accounting and Human Resources to operations and growth tools.
Many of these partnerships include exclusive discounts or added benefits when you sign up through my link.

I only share the tools and teams I trust and use myself so you can make confident, cost-effective decisions for your business.