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PRODUCTIVITY SERVICES

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Let us be your partner in productivity!

Always busy but never ahead? Never getting to the “big picture" agenda items?  We can help bring clarity into opportunities for increased productivity and help you work smarter, not harder.

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OUR APPROACH:

  • Productivity Consulting Services start with a complimentary 30-minute phone meeting to discuss your goals and to ensure a good mutual fit. From there, we will schedule a Discovery/Strategy session and decide which level of support is best for your goals. 

  • Services are customized to your specific productivity challenges and goals. 

OUR CLIENTS:

Our clients are busy small business owners, entrepreneurs, teams, and individuals who want to get the most out of their time and energy. 

 

We have worked with professionals in a number of industries. Though Wendy is a “quick study” and will delve in to learn the nuances of your business as quickly as possible, she has particular expertise and experience in the following:

  • Real Estate Professionals

  • Medical and Mental Health Professionals

  • Consultants

  • Educators and Academic Professionals

  • Advertising and Marketing Agencies

  • Restaurateurs

  • Law Offices and Insurance Agencies

We have particular experience working with individuals with ADHD and count them among our favorite clients. 

OUR SERVICES:

Set and achieve your goals with:

  • Time management, time mapping and routine creation

  • Prioritization and “game planning”

  • Accountability

  • Task management

  • Technology and apps that support your work style and automate processes

Build an effective team through: 

  • Delegation strategies

  • Policies and Procedures creation and documentation

  • Workflow analysis and continuous improvement efforts 

  • Strategies for effective meetings

  • Team trainings and support

  • Team collaboration technology solutions (project management, CRM, financial/bookkeeping, messaging/file sharing, and more)

Establish a workspace that supports your business with: 

  • Email and Electronic File Management

  • Physical Office Space Organizing

  • Document Retention Strategies and File System Creation

RATES and PACKAGES


Productivity Consulting services are $125/hour, with packages available with built-in savings. Don’t see one that works for your business?  Let’s talk and build a program that best meets your needs.

Productivity Discovery and  Strategy Session

2 Hour Discovery and Strategy Session, conducted via Zoom

$250

Momentum Package

Weekly 1-hour Zoom meeting, with unlimited email and text support

$400/month

Foundational Package

Two 1-hour Zoom meetings per month, with unlimited email and text support

$225/month

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