Client processes
Onboarding, follow-up, scheduling, communication, and the steps between.
Business Organization Rescue
Let’s untangle
what’s not working.
One problem. One focused session. A practical plan forward.
You know something in your business isn’t working the way it should. You just aren’t sure where to start fixing it. Let’s figure it out together.
Purchase a Rescue Session · $149Does this sound familiar?
When the way you work starts getting in your way.
- Important follow-ups fall through the cracks.
- A process only exists in your head.
- You’re doing too much manually.
- Your files or systems have become messy.
- You’ve outgrown the way you’ve always done things.
- You keep thinking, “There has to be a better way.”
You may just need another set of experienced eyes on the problem.
Let’s untangle it
What can we rescue?
We’ll focus on one primary problem area. You don’t need to diagnose it before we meet.
Business organization
Files, documents, trackers, spreadsheets, and scattered information.
Processes & SOPs
Repeatable tasks that live in your head or happen differently every time.
Workflow & efficiency
Unnecessary steps and manual work that take more time than they should.
Systems & tools
Making the tools you already use more useful and manageable.
How it works
A clear path from stuck to next steps.
- 01
Purchase and schedule
Purchase your session, then I’ll email you to arrange a 90-minute meeting time.
- 02
Tell me what’s going on
Once we’ve scheduled, I’ll send a short questionnaire to complete at least 48 hours before we meet. I’ll review your answers beforehand.
- 03
We dig in
In a private 90-minute session, we’ll look at what’s happening now and identify practical improvements.
- 04
You get your Rescue Plan
Within three business days, you’ll receive a personalized plan with priorities, quick wins, and next steps.
The offer
Business Organization Rescue
$149 introductory price
One problem. One focused session. A practical plan forward.
Purchase a Rescue SessionWhat’s included
- Pre-session questionnaire and review
- Private 90-minute working session
- Focus on one primary business problem
- Practical, personalized recommendations
- A Business Rescue Plan with priorities and quick wins
Ongoing support, full system setup, extensive reorganization, and implementation are quoted separately.
After the plan
“Jen, can you just do it for me?”
Sometimes you’ll be ready to put your plan into action yourself. If you’d rather have help, I may be able to take on a clearly defined implementation project, such as documenting an SOP, organizing files, or improving a workflow. That support is optional and quoted separately.
Frequently asked questions
Good to know before we begin.
Do I need to know exactly what’s wrong?
No. A general idea of the area frustrating you is enough. We’ll work through what’s causing the trouble together.
Can we cover more than one problem?
We’ll focus on one primary problem area so we can go deeper. I may note related issues for a future session or project.
Will you fix it during the session?
We may make small improvements together, but the session’s main purpose is to understand the problem and create a useful plan. Implementation is a separate project.
Do I need new software?
Probably not. I’ll recommend a tool only if it genuinely helps. A checklist, spreadsheet, or clearer process may be all you need.
What happens after I purchase?
I’ll email you to arrange your 90-minute session. Once we confirm a time, I’ll send a short questionnaire to complete at least 48 hours before we meet. You’ll receive your personalized Rescue Plan within three business days after the session.
What if I need to cancel or reschedule?
If we can’t agree on a session time after purchase, I’ll refund your payment. Once scheduled, email me at least 24 hours before your session if you need to cancel or reschedule. For a reschedule, include a few alternative dates and times. With at least 24 hours’ notice, you may reschedule or receive a refund. Cancellations with less than 24 hours’ notice and missed sessions are nonrefundable. If an emergency prevents you from giving notice, please contact me as soon as you can; I’ll handle it individually.
Let’s make your business a little easier to run.
Start with the one thing causing you the most frustration.
Purchase a Rescue Session · $149