What Do I Offer?

Subscription-based analysis, planning, and development support for your business and communication struggles.

Most of the advisors I work with don't want another 50-year-old hands-off business coach that lives in another city, costs a fortune, and gives them advice that isn't actionable. They also don't need an expensive full time marketing manager, business analyst, web designer or other specialist.

Because of that, I try to take a more flexible and "holistic" approach, helping you with both thinking and doing (planning and developing) based on your schedule and budget.

Thinking

Planning support

Planning support can be individual or with your team. Usually we'll book a weekly phone call and talk about where you are at in your business, what barriers you are facing, what opportunities are available, and what we should work on next.

This kind of support can include brainstorming sessions if you need help coming up with ideas, coaching if you need help improving your skills,  or research reporting if you don't have time to investigate things yourself. 

The ultimate goal of planning support is to figure out what you want to achieve and how we will achieve it.

Planning sessions usually take 1 hour each week. Outside of sessions I will reflect, do research, and consult with my team, so you can often expect to get emails in between our appointments with new ideas or additional advice that is unique to your situation. You are also free to send me emails with ideas that you've had or things you'd like me to look into for you. Some of my more coaching oriented clients also like for me to make "homework assignments" with actionable steps that they can take towards reaching their goals or important questions they need to answer on their own to move forward with planning.

Doing

development support

If a client already has a good plan in place, or once we've made a plan together, I switch to providing development support instead.

Development support looks very different for each client since their team structure, corporate environment, skill level, needs, and plans are unique. Because of that, it's hard to paint an exact picture of what it looks like.

Development support typically fits into one of 3 categories:  increasing sales effectiveness, making office administration more efficient, or creating more meaningful client communication and community interactions.

A few examples of development support I've provided in the past have include making websites, writing articles, taking pictures, formatting large documents, processing complicated or large excel spreadsheets, setting up CRM systems, hiring and training sales staff, staging events, and making marketing materials. For more specialized support that goes beyond my skill level, or when a job is too big for just me, I have a network of bokeh collaborators we can call in.

BUSINESS BUILDER (REMOTE)


$150.00
per month

  • DISCOVER YOUR AUDIENCE
  • DEFINE YOUR BRAND
  • 1 HOUR/WEEK OF REMOTE PLANNING SUPPORT WITH EMAIL FOLLOW-UP AND RESEARCH
  • EX: EXAMINE YOUR VALUES, IDENTIFY STRENGTHS AND WEAKNESSES, FIND OPPORTUNITIES, DEFINE YOUR BRAND, UNDERSTAND YOUR AUDIENCE

SALES PROMOTER
(REMOTE)


$300.00
per month

  • GENERATE SALES
  • REACH YOUR AUDIENCE
  • 2 HOURS/WEEK OF REMOTE SALES SUPPORT WITH EMAIL FOLLOW-UPS AND CAMPAIGN MANAGEMENT
  • EX: BASIC WEB DESIGN, COLD CALLING, GOOGLE, LINKEDIN, FACEBOOK, AND YOUTUBE ADVERTISEMENTS, BUSINESS ACCOUNTS FOR GOOGLE AND SOCIAL MEDIA

COMMUNITY LEADER
(REMOTE & IN-PERSON)


$500.00
per month

  • BUILD YOUR BRAND
  • STRONGER RELATIONSHIPS
  • 4 HOURS/WEEK OF REMOTE AND IN-PERSON MARKETING SUPPORT FOR BRAND MANAGEMENT AND EVENTS
  • EX: SOCIAL CLUBS, CHARITY PROJECTS, EVENTS, SEMINARS, TRADE SHOWS, NEWSLETTERS, CALENDARS, VIDEOS, PODCASTS, BLOGS, ARTICLES

OFFICE AUTOMATER
(IN-PERSON)


$600.00
per month

  • SAVE TIME
  • REDUCE ADMIN WORK
  • 4 HOURS/WEEK OF IN-PERSON AUTOMATION DEVELOPMENT AND ADMIN SKILLS TRAINING
  • EX: MICROSOFT EXCEL, OUTSOURCING/DELEGATING TASKS, TRAINING STAFF, REPORT SCALING, ZAPIER, CRM SYSTEMS, DATA MANAGEMENT

Focus on what matters

The success of your business comes down to three factors: effectiveness, efficiency, and evaluation.

All advisors struggle in at least one of these areas. The best advisors are the ones who continually strive to improve, because like a chain, your business is only as strong as its weakest point.

It's usually easy to find problems in effectiveness or efficiency like bad email open rates or disorganized client meetings but it's a lot harder to find problems in your evaluation process.

I'm a strong believer in self-reflection as well as honest, open communication.  Understanding your clients, your team, and yourself is the key to making good decisions. The closer you can get to understanding their perspective and your own perspective, the better you can steer your business and build meaninful relationship.

Building client and team relationships that are strong enough to survive tough times and thrive in good times is the core of all my planning and development, regardless of whether I'm designing a website, writing an article, or building an administrative tool.

CONTACT me

Phone (winnipeg area) 204-770-4733