Productivity + Tools + Training


PRODUCTIVITY TOOL TRAINING:

Our goal is to introduce technology to our clients as a tool to jump start and sustain their productivity.    By leveraging these tools  you will be able to reach new heights in either your personal or professional life.  Each solution includes the following…

  • Needs Assessment to determine the appropriate solutions for your unique challenge
  • Initial setup of the system to ensure that you are off to a great start…eliminating steep learning curves.  
  • Individual training to effectively maintain your new system.

We work with a select few electronic solutions because we are confident in their ability to improve and increase productivity.  However, finding the right tool is only half of the battle, the other halves involves setting up the process to use the tool.  That’s when you will see your productivity increase.

PERSONAL WORKFLOW AUTOMATION

  • Text Expansion
  • E-Note System
  • System Evaluation

-starting at $75/session

DESKTOP ORGANIZATION &
E-FILING SYSTEMS

  • Automated Desktop Organizers
  • Cloud-Based Filing Systems
  • PC Based Filing Systems

-starting at $75/session

SMALL BUSINESS WORKFLOW AUTOMATION

  • Lead Automated Workflow
  • Client On-boarding Process
  • Contact Touch System 

-starting at $125/session

Either you run the day or the day will run you.
Unknown (but oh so true)

ADDITIONAL SOLUTIONS:

REGULAR CHECKINS

-starting at $35/hour

Regular check-ins are for clients that would like extra help in staying on track as they push forward to their goals.   Together, we will determine the best schedule and check-in method to provide adequate support.

GOAL SETTING

-starting at $45/hour

Goal setting sessions are key to make sure our clients are not only being productive but intentional.  Together we will identify short term and long term goals and discuss the steps and milestones required to achieve those goals.