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What I Do

The Total Effectiveness System

The Total Effectiveness System is a six-week online course that will help you leapfrog ahead of productivity to a point where you’ll feel in control of all your essential roles and responsibilities in your work and personal lives. You can learn more about the system at the effectiveness website.

CRM Consulting

If you want to increase the revenue in your small business, look no further than a customer or client relationship management tool (CRM). This part of your business plays a much more significant role in your daily operations than you believe. Don’t know where to start? Try our CRM consulting services, and you’ll discover precisely what your business has been missing. I’d love to chat about how your business can grow. Reach out on my contact page at this link.

Email Processes and Organizing

Do you feel you might have a time bomb waiting to go in your email inbox? Have you lost clients or customers because of a lost or misplaced email? Or you don’t know if you’ve replied or not? We’ve perfected a process for managing and reviewing your inbox to identify important emails that need critical follow-up. Learn more about how you can manage email instead of email managing your business. Learn how we can save you hours each week by taking control of your email inbox. Visit our contact page to schedule a no-charge project review at this link.

Digital File Organizing

Do you scroll endlessly looking for an online file? Are you having problems closing new businesses because your team can’t locate files needed for a project? Perhaps you or your team have spent hours duplicating files that already existed. Our system for organizing cloud file systems will allow you to locate any file in four clicks or less. You’ll save yourself and your team hours each week when you implement our process. To schedule a cloud file project review, visit our contact page and schedule a meeting on my contact page at this link.

Organizing and Training in Google Workspace

You might be wondering if you’re using all the features of Google Workspace. Do you use an @gmail address for your business? Are you struggling to close a new business? If so, you’re close to boosting the professionalism of your business by rolling out Google Workspace and giving your email more polish. In addition, with Google Workspace, you’ll have access to numerous apps and collaboration features available to Google Workspace users. We can help you organize Google Workspace for your business. Visit our contact page and schedule a meeting at this link.

Information Organizing

Are you struggling to locate a specific receipt or report for a client or a document for tax season? Learn how easy it is to organize that information with Evernote and our innovative capture system. The key is a process that you can rely on. Read more about my methodology for organizing information in this blog post. Visit our contact page to schedule a no-charge project review at this link.

Confidentiality

Your Project is Your Project. I won’t share or comment on our work together. I don’t post before and after pictures of our work. When we work together, your project is confidential.