Services

I spend so much time on my business, but why don’t I see higher profits?
How do I develop a scope of work with my customers that is achievable with my business goals & resources?
Which services, products, or customer segmentation should I focus on?
How much should I charge my customers?
I don’t have time to manage my suppliers. Could someone manage the work, contracts, & relationships with them?
I don’t understand all the paperwork I have to fill out for my customers. What are the pros & cons of signing each of these documents?
How could I minimize the time I spend on managing my expenses?
What are the best practices for purchasing & paying my suppliers?
How should I invoice my customers?

Determine customer segmentation for business profitability

Create time tracker to determine future work forecast to determine time & amount of availability for coaching.

Create proposals for Client’s clients with a tracking record of potential profit with every version change of proposal.

Consultancy & Contractor Services

Determine Client’s scope of work.

Negotiate Client’s contracts with any individual or organization that wants to hire Client.

Provide Client’s necessary information (including, W9) to set-up Client’s with Client’s procuring and payment systems.

Create time tracker with automation for easy billing to Client’s clients.

Bill Client’s clients: track dates of invoices (submittal & receival) & create and update billing status report.

Provide record management of contracts and invoices.

Create and/or review presentations, articles, etc. Coordinate logistical needs for speaking and facilitation engagements.

Work with Client and outside vendors to ensure successful engagements, including appropriate event virtual or physical space.

Attend Client’s speaking and facilitation engagements for logistical assurance and administrative assistance.