LET'S GET STARTED

LET'S GET STARTED

LET'S GET STARTED

LET'S GET STARTED

LET'S GET STARTED!

"Brilliant experience working with Ioana. She was recommended to me by my best friend who couldn't stop raving about her. He still tells me how much better his work-life balance is since starting to work with her. She's a real pro to have on your team!"

Take a look at our Service Packages

These 90-Day Packages and VIP Days are perfect for coaches that are not ready to bring an OBM on board just yet, but still need help with the Strategic Planning for their business, setting up Systems to create a sustainable path for growth, or are just looking for clarity around their current Operations and what to focus on next.

With these types of Packages, whether you choose a 90-Day Package or a VIP Day, you know exactly what you get at the end. Each of the Packages below has a clearly defined path, clear deliverables, and an established timeline. At the end of the 90-Day or the VIP Day, you walk away with clarity, confidence, and ease looking ahead in your business.
 

Strategic Planning Package

Total package price  is $5000 (payable in full upfront, or in 3 installments of $1666)

Duration: 90 Days

This Package is for coaches, therapists, and spiritual teachers that are ready and looking to grow their business, but they lack clarity around priorities and what they should focus on next to ensure scalability. Having a clearly defined plan and a complete outlook of the priorities for the year ahead is just what they need.

With this Package you get:

  • An Annual Plan containing all of the goals projected for the year ahead, their priority, and their current status

  • A Year at a Glance Overview of the goals to focus on each quarter for the year ahead

  • A 90 Day Planning Report that includes the top 3 priorities, timeline, resources needed, and the next steps for the next 90 Days

  • A detailed project plan for one of the top 3 priorities of the first 90 Days, that will be added in the PM tool as a ‘central’ location

  • A Metrics Sheet for the top 3 priorities

Depending on the needs, with this package you will also get:

  • OPTION 1: Team Training on the PM Tool and Project Plan, and documenting 2-3 SOPs that support the Project Plan

OR

  • OPTION 2: Hiring Process SOP, Onboarding Process SOP, and additional resources: Job/Role Description + KPIs + Template, Interview Questions, Selection Criteria Template

Client Onboarding Package

Total package price $4000 (payable in full upfront, or in 3 installments of $1334)

Duration: 90 Days

This Package is for coaches, therapists, and spiritual teachers that are looking to streamline their client onboarding process. This can include anything from improving and automating a process that maximizes the current business resources, to creating and setting up a new automated process in a new system that delivers an excellent client experience.

With this Package you get:

  •  1-2 SOPs documenting the Onboarding Process clearly outlining all the steps in the process. 

  • A fully set up (automated) process, including a recommendation of the best platform to use for the onboarding (according to the needs of the business and budget), the technical setup, and the payment and scheduler setup. 

  • As a bonus, you will get a training video for you and/or your team on how to use the system and all the steps required. 

VIP DAYS 

OPS AUDIT & 90-DAY VIP

Total package price $1500 payable in full upfront

This VIP Day is for coaches, therapists, and spiritual teachers that are looking for clarity around where their business is at in terms of operations, and what to focus on in the next 90 Days. It’s perfect for biz owners that don’t have the budget to hire an OBM, or feel stuck and don’t know where to lead their business next to ensure growth and sustainability.

After the VIP Day you get:

  • A 90-Day Planning Report that will clearly outline for you what the next priorities and goals should be, what is needed to achieve them, and the next steps, so that you know exactly where you’re heading next

  • Ops Audit Summary Report 

  • Ops Audit Session Recording

SYSTEMS ASSESSMENT VIP CALL

Total package price $800 payable in full upfront

This VIP Call is for coaches, therapists, and spiritual teachers that are looking for clarity around what systems and processes they have set up, what is documented, and what they need to put in place for their business to grow sustainably and effectively. Documenting the processes will help with getting them all out of your head and onto paper so you don’t have to reinvent the wheel every time you launch a program or onboard a new client. It will also help you delegate work to team members, so you don’t have to do it yourself every time. 

After the VIP Day you get:

  • A 90-Day SOP Guide that will clearly outline for you what needs to be documented and by when, so you can follow a timeline that ensures you stay on track

  • SOP Template for you to use

  • Systems Assessment VIP Call Recording