services

Focus on Coaching.
Leave the Rest to Me.

As a successful coach, your expertise lies in transforming lives and building meaningful connections with your clients. But running a business means juggling countless behind-the-scenes operations that can potentially pull you away from what you do best.

That's where I come in. Providing comprehensive business management and executive assistant services specifically designed for coaches who want to scale their impact without sacrificing their sanity.




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We used it before the hipsters did.

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Infinite battery life, no loading time, no data fees.

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Wouldn't it be awesome if these were wearable?

flowers

  • A trusted partner who understands the coaching industry

  • Seamless support that keeps your business running smoothly

  • The freedom to focus on your clients and creative work

  • Peace of mind knowing the details are handled professionally

when you work with me,
you get...

All packages include a monthly or weekly touch base calls, as needed

Retainer Services

  • Inbox and email communication management
Strategic communication workflows that protect your time and enhance client relationships
  • Calendar and schedule management
Energy-based scheduling systems designed to maximize your coaching effectiveness and revenue
  • Client correspondence and retention management
Professional touch points that nurture prospects and strengthen existing client connections

Communications Support

Monthly Retainer Packages start at $1,200

All service packages are customized for each client based on their specific and unique needs.

BOOK A CALL

  • Marketing implementation
Cohesive marketing execution that amplifies your message and attracts ideal clients
  • Project management
Deadline and goal management that keeps your big visions on track
  • Strategy and process optimization
Workflow analysis and system improvements that eliminate bottlenecks and accelerate growth
  • Standard operating procedures (SOP's)
Scalable documentation systems that prepare your business for seamless team expansion and delegation

Operations Support

"Whitney is the BEST! Things just magically happen in my business now so I can concentrate on what only I can do. And the fact that she is an enneagram 1 makes our relationship even better!"

Jen

The Process

Phase 1:

Here's how IT WORKS.

Phase 2:

LET'S ANALYZE! In order to effectively align your actions with your ultimate goals, you need to zoom out and take a birds eye view of all the moving parts. Together we will analyze your business and uncover where the gaps lie and where opportunities for streamlining might be hiding. From there, we will:

Phase 3:

  • Prioritize your greatest needs
  • Strategize on how to best set up your systems
  • Begin mapping & documenting your Standard Operating Procedures (SOP’s)
  • Establish a plan of action that aligns with your goals

LET'S GET TO WORK! Once priorities and action steps are set, it's time to start implementing. This is where I sit in the driver's seat and take the lead on holding both of us accountable to the established plan:
  • We begin implementing your systems based on priority levels
  • Timelines are established and delivery dates are outlined
  • We keep in close communication as progress is made
  • As objectives are completed, we move into the review process

CONTINUED MANAGEMENT & OPTIMIZATION. This is often where the scope of work shifts to assist in ongoing monthly maintenance and management. Systems are continuously monitored and optimized where needed, but overall they are set and working as they should. You are enjoying a more streamlined business and focusing on big picture growth while I work behind the scenes to assist in business management as agreed upon in our scope of work.

Once the contract and payment are complete, I will reach out and outline our first action steps!

the magic begins!

04.

Along with the proposal, I will provide a contract for both parties to sign as well as the first month’s invoice

approve & Sign Contract

03.

I’ll provide a proposal to you within 24 hours of our call outlining the services we discussed and the investment associated to each

receive proposal

02.

This is where we discuss your goals (short term and long term) and talk through what my support could look like for you

book a call

01.

HERE’S WHAT’S NEXT

FAQ's

average 
investment for retainer services?

This is a retainer service with an initial 3 month commitment. This means you are paying a monthly retainer fee for my services and you are billed the same amount on the same day each month for 3 months. After 3 months, contracts can be renewed in 6 month increments. 

what kind of commitment is this?

Retainer packages are always customized per client based on needs of support and monthly fees typically range from $1,200-$1,500 per month.

do you offer
just stand alone services?

I do offer occasional project-based services as well as the ability to “take over” current systems in the areas of:
  • System buildouts
  • Email Marketing
  • Social Media 
  • Client Management

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