Services
I offer a variety of business management-related services. The main ones are listed directly below and I’ve listed more specific detail further down. The easiest way to get support is just to schedule a free discovery call with me, so that we can explore your unique needs.
OBM - On Retainer
The most common way to engage an OBM is to work with a clear (but flexible) plan — on retainer. Secure my services for 20-30 hours per month to build and manage your business.
Coaching & Consulting
Do you need to consult on a specific project, initiative, or obstacle you’re facing? Get 1:1 support to get you to your goals and through any business challenge. Book a one-hour consultation with me.
Project Management
You have an idea or defined project and you need someone to lay out the plan, prioritize, move things forward, and ensure timely and accurate completion! So many things fall into this catch-all category, so let’s talk about your specific needs.
Program Launch
Do you have an idea for a product, service, program, or online community? Make it more than just an idea. We’ll start with exploration of your idea(s), and develop a strategic and actionable plan for execution.
Marketing Strategy & Support
We’ll create and execute the plan to reach your target audience and bring them to conversion. Develop the customer journey, landing pages, social platforms, campaigns, ads, etc.
Training & Education
Onboarding training for a new employee or specialized training for yourself or your team. Systems, processes, sales, customer service, operational best practices, etc. With diverse experience and a background in teaching and training, I offer a variety of topics.
Business Planning
Do you need some order and direction for your business? Let’s identify and align your goals with your direction and actions. We’ll make a clear and documented plan.
Small Business Mediation
Available in select states (including TX), Mediation is a cost-effective and quicker method to resolve small business disputes. Visit my Amicable Path Mediation website to learn more.
Not sure where your needs fit into my services? No problem...
If you’re wondering if I offer a specific service, the answer is likely, “yes.” Generally speaking though, I work at the strategic and management level. If it’s a simple service, I may take it on first to get it into shape and develop a best practice, then I’ll hand it off and oversee someone else doing it (and hire and train them, if need be). If it’s a highly specialized skill (like complex coding or advanced graphic design), I’ll secure the talent and manage/oversee the project/task.
My services may be for a finite project or long-term support and span business management, operations management, project management, and coaching & consulting.
I’ve done almost everything myself and trained and managed others to assume these tasks and processes, once they’ve been designed in the most efficient and effective way possible.
In order to give you some confirmation herein that I can offer support with your specific needs, I’ve listed the core services below, along with very minor detail for each. (This is by no means an exhaustive list.)
- Minimum 20 hours per month
- Business & Operations Management
- Team & Performance Management
- Business Launch or Expansion
- Project Management
- Business & Financial Reporting
- Marketing Support
- Other responsibilities as identified
- Pick my brain
- Draw on my experience
- Secure an accountability partner
- Get guidance on how to move forward with your goals, vision, or project
- Receive recommendations on best practices, tools, systems, etc. for your unique needs
- Assess and/or grow your team and develop performance management practices and tools
- Learn how to read your financial reports and get the data you need
- Learn how to read your analytics reports and get the data you need
If you’ve been through this process, you may know how much time and effort it takes to manage the process (and the designer) or build the website yourself.
- I’ll create and launch your website, based on your unique needs, budget, and vision (WordPress, Wix, Google, or Squarespace).
- OR, I’ll oversee the creation of your website — and even locate and hire the pros to do it.
- Copywriting, copyediting, image selection, basic graphics creation, wireframing
- Connect to key plugins and analytics tools
- Basic SEO
- Creation of basic Google Analytics Reports (custom)
- Build, launch, and maintain courses, programs, products, services, events, and/or communities (and community projects)
- Build out, organize, create pages, sites, content and graphics, promote, and keep your course, program, product, service, event, or community running smoothly.
- Identify and integrate best tools (software, cloud-based solutions, apps, etc.) to streamline and organize all phases of the process.
- Create best practice client onboarding and journey along with client-service-focused (standard operating procedures) SOPs.
- Outline the project
- Build out the project management tool
- Hire the team (if necessary) to complete the project
- Provide status reporting and updates
- Keep the project moving forward and on track
- Create marketing strategy
- Create and maintain editorial calendar
- Execute high-level marketing tasks
- Build platforms, pages, and profiles
- Produce podcast (copywriting, video, and audio editing, thumbnail, and image creation)
- Hire and manage social media marketing manager (and other marketing support) or offer social media posts until ready for hire
- Whether you need temporary or contract help or need to hire an employee, I’ll take it from soup to nuts.
- Job Description Creation & Posting
- Preliminary Screening & Interviewing
- Background and Reference Checks
- Onboarding & training on SOPs
- Ongoing Performance Management
Contractual Disputes:
- Breach of contract issues with vendors, suppliers, or clients.
- Disagreements over terms and conditions within contracts.
Employment Conflicts:
- Workplace disputes between employees or between an employee and the employer.
- Issues related to termination, discrimination, or harassment.
Business Partnerships:
- Disagreements among business partners regarding decision-making or profit-sharing.
- Disputes over roles, responsibilities, or contributions.
Debt Resolution:
- Resolving payment disputes with creditors or debtors.
- Finding solutions for outstanding debts or payment plans.
Intellectual Property Disputes:
- Disagreements over copyrights, trademarks, or patents.
- Unauthorized use of intellectual property rights.
Commercial Lease Disputes:
- Issues related to commercial property leases, such as rent increases or property maintenance.
Consumer Complaints:
- Resolving customer complaints or disputes over products or services.
- Refund or return disagreements.
Business Dissolution:
- Mediation to navigate the dissolution of a partnership or company.
Negotiating Business Agreements:
- Assisting in negotiations for new business agreements or collaborations.
Insurance Claims:
- Settling disputes related to insurance coverage or claims.
- Analytics Reports Creation (All Types)
- Basic Graphic Design
- Client Relationship Management (CRM) Tool (and Related) Customization & Integration
- Complex Spreadsheet Design (Excel or Google Sheets)
- Copywriting
- Copy Editing
- eBook Launch
- Identify Best Tools for Your Business
- Landing Page Design
- LinkedIn Profile Facelift
- Podcast Editing & Production
- Presentation Creation
- Sales Reports
- Sales & Funnel Management Tool Configuration & Process Design
- Video editing & production
- Amazon KDP Book Publishing
- Asana
- Buffer
- Canva
- Clio CRM
- Constant Contact
- ConvertKit
- Facebook (Meta)
- FreshBooks
- GetResponse
- GoDaddy Admin & Websites
- Google Admin (DNS and Workspace)
- Google Analytics (Intermediate)
- Google My Business
- Google Search (Intermediate)
- Hootsuite
- iMovie Video & Audio Editing
- Kajabi
- MacOS (iOS)
- Mailchimp
- Microsoft Office Suite (Advanced User)
- Microsoft Project
- MyCase CRM
- PayPal for Business
- Quickbooks
- Salesforce
- Slack
- Square
- SquareSpace
- Trello
- Twitter/X
- Windows OS
- Wix
- WooCommerce
- WordPress Admin
- WordPress Design (Intermediate)
- Xero
- Yelp for Business
- ZoHo (everything)
- Zoom Conference Admi
