The            Signature Packages were strategically designed to scale and elevate your
business

Elevated

Feeling stress-free that your business is running on autopilot with Results-Driven workflows.

Feeling confident knowing the direction your business is heading with data-driven decisions to grow your business.

Feeling fulfilled by only spending a few hours a week focusing only on your zone of genius.

Just imagine

But I'm telling you now that all of that negative energy will soon be gone.  










being over-whelmed and frustrated with running a business.

I know how it feels...

Your Business with Strategy, Streamlined Processes and Design Thinking 

Elevate

Analytics Strategy

Accelerate internal decision-making with an approach that uncovers key opportunities to drive growth and revenue.  By taking the complexity out of implementation and deployment, I help you realize and sustain the true value of your technology.


Streamlined Processes

Improving business process outcomes has a direct impact on the business bottom line.  Streamlining processes and procedures is the most effective way to improve operational efficiency and maximize profits.  I will implement an analysis of the existing processes, optimize your business processes, introduce new processes and provide proper documentation of the changes.


Design Thinking

Centralizing your data in a dashboard allows you to understand what is working, what needs to change, and what to focus on next in your business.  Dashboards also automate routine reporting, create more time for analysis, and increase overall efficiency.  I will develop a user-centric dashboard that will meet your needs, solve your problems and help you get clarity of your business.


Elevated

The                  Signature Packages

your business today with

Elevate

Let's 

Pick your package

What's Included

Your Investment

90 minute Workflow Strategy Session - We will review your current workflow process and identify any gaps

Build Results-Driven Workflows (up to 4 workflows)


Workflow Optimization


Unlimited Connectors


Workflow Applications:

  1. Zapier
  2. Dubsado
  3. Microsoft Power Automate 

Live recording of the Off-boarding Session - It will be available to watch in the future or to share with your team


Post Project support for 30 days


$ 3,479.00

Let's identify gaps in your current workflows and build processes to create a flawless system.  
By partnering with an expert in workflow optimization, you can experience consistency and improved productivity in every facet of your business.

What's Included

Your Investment

$ 4,997

Turn your data into a stunning data-driven custom dashboard that will be strategically designed to tell the story of what is going on in your business.
Let's Elevate your business with well-designed dashboards by improving the decision making process.

90 minute Design-Thinking Dashboard Strategy Session 

Well-Designed beautiful dashboards (up to 4 dashboards or pages)


Dashboards are based on your business solutions. Examples:

  1. Sales KPI Dashboard
  2. Customer Service Operational Dashboard
  3. Financial Performance Dashboard
  4. Project Management Dashboard
  5. Social Media Dashboard
  6. Web Analytics Dashboard
  7. HR Data Dashboard
  8. Marketing Performance Dashboard
  9. Employee Performance Dashboard

Data Visualization Tools:
  1. Google Data Studio
  2. Power BI
  3. Excel

Report Automation


Interactive/Responsive


Informative Reporting


A total of 2 rounds of revisions


2 week turn around


Post Project support for 30 days

What's Included

Your Investment

Month 1
  • Strategy Sessions with the appropriate teams to perform analytics KPI requirements gathering
  • Empathize to understand and clearly define the problems or issues.
  • Identify the audience
  • Review the Analysis information
  • Review developed plan of action of immediate goals over the next 3 months

Month 2
  • Strategy Sessions with appropriate teams members on creative solutions to implement to improve the data
  • Design the Prototype of the dashboard(s)

Month 3
  • Strategy Sessions on the Iteration of the dashboard design with team members
  • Build the Dashboard(s)

Maintain operational metrics to meet weekly, monthly and quarterly goals.

Ad-hoc Reporting

Note: To ensure quality service, we require a 3 month commitment. Retainers are for 3, 6 or 12 months.  The Implementation and Off-boarding is different for this package.

$ 8,400.00

$ 6,300.00

30 hours a month

40 hours a month

It is time for your business to get clarity on what it needs in order to provide a higher ROI.
Let's strategize an ongoing relationship-building dashboard design solutions project that will enhance or improve sales and overall return on investment.

What's Included

Your Investment

$ 1,997.00

Systemize your business for Improved efficiency and productivity, reduced costs, and improved customer satisfaction. Operate a successful business by using Trainual, the cloud-based learning management system to document processes, policies and training all in one place to systemize your business. 

90 minute Business Systemize Strategy Session 

Trainual Full System Implementation for any of the following Plans listed below:

Trainual 5 seats Build Plan:
  1. Document 10 Subjects
  2. Customizable templates
  3. Org chart & directory
  4. Roles & responsibilities builder
  5. Built-in screen recording
  6. GIF & stock photo libraries
  7. Embed 700+ types of content

Trainual 10 seats Train Plan:
All Build features plus
  1. Unlimited documentation
  2. Unlimited tests
  3. Completion tracking
  4. Assign content owners
  5. Custom branding
  6. User reports
  7. iOS & Android mobile apps
  8. Chrome browser extension
  9. Zapier workflows automations
  10. Slack integration

Trainual 20 seats Scale Plan:
All Build + Train features plus
  1. Payroll/HR integrations
  2. Training time estimates
  3. Public content sharing
  4. Content due dates
  5. Single sign-on (SSO)
  6. Unlimited chat & email support
  7. Custom setup support

Implementation time varies based on the Trainual Plan
Trainual Build Plan - 5 seats = 4-6 weeks time frame
Trainual Train Plan - 10 seats = 2-3 months time frame
Trainual Train Plan - 20 seats = 4-6 months time frame

Trainual 5 seats - Build Plan

per month

Trainual 10 seats - Train Plan

$ 2,997.00

per month

Trainual 20 seats - Scale Plan

$ 3,997.00

per month

Google Data Studio

Power BI

02

Onboard

It's Official NOW!

I will send you your Intake form to complete.  The Intake form is basically collecting everything about your business based on the selected package.

This Intake form needs to be completed before the Strategy Call can be scheduled.  




During the Strategy Call, we will review the information from your Intake form based on your selected package.

This is the time we will design your Elevated business strategy. 

03

strategy


It is now time for ALL the work to get implemented.

Just sit back and relax but be available for any questions during this time.

I will provide status updates during this time. 

This time is dedicated to your business!!

04

implementation

We are all done!
You will pay the remaining balance of your invoice 2 days before our Off-boarding Call.

We will have a Live recording of the 1:1 meeting for you to review your Elevated business experience, train, and answer any questions or concerns.

The meeting will be recorded for you and your team to review forever.

05

off-boarding

I am still here to SUPPORT your business!!

Yes, I will be around for 30 extra days. Any issues, questions, testing, bugs, or concerns. Please use this time to ask ANYTHING!

Also, provide feedback and refer someone you know that needs what you just experienced.

06

support

During the Discovery Call, we will get to know each other and determine if we both are good for each other.  

This is the time to know more about your business and get recommendations on which Signature Package fits your business circumstance. 

You will get emailed your strategically designed proposal.  You'll approve and sign the contract and pay 50% of your invoice to move further.

01

Discovery

                 Signature Process

Elevated

Frequently Asked Questions

The VIP For a Week package is completed in a week starting at Implementation.  The Done-For-You package is completed in 2 weeks.

What will be needed to get started?

When can we get started?

I will need all information pertaining to your business.  Branding (logo, brand colors, and logo), business processes and data sources.

What will be needed to get started?

When can we get started?

I would recommend scheduling the Discovery Call at least a week before you would like to start the Implementation.

What will be needed to get started?

When can we get started?

Schedule your Free Discovery Session today!