SAVVY SMALL BUSINESS

For Business Owners & New Founders That Want the Right Systems & Guidance for Increased Profitability & Growth.

FROM TECH STACK TO CUSTOMER JOURNEY

Business owners, particularly in small businesses, want to do more of what they love, be profitable, serve your customers and have the right systems and supports in place to do IT ALL while also having the capacity to scale.

ALL can sometimes feel like a tough order.

It can also mean you are living in a world of outdating systems and spinning your wheels.

You want to:

  • Offer your product or service widely

  • Make money doing it

  • Know your numbers and cash flow

  • Understand your customers and maintain relationships

  • Create a continuum of service that allows for growth

  • Have your brand and message match your efforts so you are seen

  • Expand your offerings and diversity

  • Have the right foundation (at any stage) with room for pivoting and growth

  • Create sustainability and longevity

What CAN happen (so I have seen)

  • You spend more time managing admin tasks than you want

  • Marketing/social media feels like a chore. How's your newsletter going? 

  • You are focusing on tasks with low ROI more than you should

  • You have ideas for verticals offerings but no time to ideate better yet launch them

  • Customers, e-mails and texts coming in at all hours and hard to manage

  • Zero automations and outdated systems that don’t speak to each other or you want to set them up but have no idea where to start

  • Not knowing when to outsource and hire or avoiding it

Your business is unique so your systems and ecosystem should reflect that.

We keep things simple, streamlined & systems focused.

I have seen in my 30 years of business development and management experience what a difference the right resources and systems make at the right time. Especially the right tech stack for your business.

I have come in many times as a “fixer” to businesses to know what can go awry when you’re in the thick of running the show. When you’re in it everyday it’s hard to see the big picture and that is my forte. I love seeing the full picture interconnectedness of all your moving parts and where to adapt, create opportunity and get that P&L in a position you are happy about.

This isn’t just an investment in your business, it’s in yourself as well. Peace of mind is pretty priceless.

Listen, your business is your lifeline and passion and it deserves the support, just like you.

HOW THIS WORKS

I’m a business advisor which means I am committed to ongoing support and investment in you.

Our first step will start with a 1:1 business mapping session to draw out your business ecosystem together and identify inefficiencies, places to streamline and opportunities. I can then make my recommendations and how best we can work together and the cadence that best suits your needs and budget of course.

I take a holistic approach to my work so we look at some lifestyle goals as well too so everything is cohesive and reflects your goals.

This is probably something you have been considering and now you are answering the call, so let’s dive in.

The truth is whether you are established, purchasing an existing “boring business” you want to update or just starting out, you have probably gone into overwhelm once or twice and thought, if only the right person came along to simplify this process for me.

HIRE ME BEFORE YOU HIT A WALL, NOT AFTER.

I take a no BS approach to my work so I will always be empathetic but also direct about what needs to change and cheerlead the things you do well already. I have been a trusted confidante to founders and entrepreneurs for many years and worked in a number of industries from construction to travel. So have seen the intricacies and needs of different business styles.

I also grew up in business so it’s a natural for me and I love it a little too much…between us. You want an advisor who is a bit obsessed with your business, right?

So now what? I have 3 offer types.

  • 10 Sessions for $2500 to be used within 6 months with an agreed upon schedule.

    Only qualified for this after initial ecosystem mapping meet

    Used for - check ins, implementation where needed, ongoing mentorship and recommendations and reporting where applicable.

    We will have a shared doc where our ongoing work lives and the notes from our calls and meetings.

    These can also be purchased once you have completed the Savvy package timeline.

  • Min 3 months

    This package includes the onboarding session (this can take about 3 or so hours) and also the strategic business mapping report and recommendations.

    90 min weekly mentor calls

    Any research and recommendations for your systems, marketing and opportunity discovery i.e. calling suppliers and gathering pricing and service intel for your upgrades and suppliers.

    This can also include HR recommendations.

    Mapping your customer journey

    Ongoing text/voice note support (the magic and big questions happen in between sessions) during “office hours”.

    If you are local, this can include in person visits.

    Reporting at the end of the quarter.

  • Monthly retainer available after the initial package.

    3 month minimum.

    Helps with implementation and not getting lost in your business after our container ends in the initial quarter.

    I recommend this for the rest of year one that we work together so we see a cycle through and establish protocols for all seasons, or for at least 3 more months after the initial quarter.

    Includes 6 sessions a month + the in between access to me.

    If you are local, this can include in person visits.

    Reporting at the end of each quarter and ongoing recommendations in a shared file.

Note: these are suggested packages, everything will be customized to you. We can start with the Savvy package then have quarterly maintenance for instance so you have ongoing support. There are options and I think a bespoke approach is really important.

If you are a new business or one that is upgrading an existing one with a “start up” mentality, and I may also offer to invest in you.

I also have a wide network of specialized people from social media to IT support that I can recommend and pull from to service your business.

Your Savvy era IS HERE.

I have a pretty solid referral program if you know someone ready for this magic too.

Any questions?

Send me a note and get in touch.