~ Simplify - Techify - Solve ~
Virtual Sessions
If you know what you would like to simplify, techify or problem solve, let’s get on with it.
These are “love-em-and-leave engagements”, getting specific actionables completed in targeted sessions - of course, we can go out for more than one date :-}
It’s all about you - we can cover whatever you want
But I have put some ideas below the booking buttons to give you an idea of what can be done in a set amount of time.
There are more topics we can cover further down the page.
You will have an opportunity when booking to detail what you want to do with our time together.
$190.00
Want a quick review of apps on my partner page and how they can make your life more efficient?
Need to run through a small issue related to client communications?
Want to spend a few minutes re-visiting how to use my templates to their maximum capabilities?
$250.00
Want help setting up an online scheduler, templating communications or using text expanders for creating incredible time savings and efficiency?
Need to noodle through some decisions around implementing a cloud tech stack?
How about Optimizing your Chrome Browser? You will need to purchase the Bookmark Bar, and then I can teach you how to make cloud technology completely rock.
$375.00
This is the perfect amount of time to run through your 5 Star Client Profile Worksheet.
Or spend time working with me to customize your shiny new SOP or Client Handbook templates.
Templates are extra.
$500.00
We can really dig into some tech training and implementation.
Workflow applications, specific FinTech - we can cover a lot of ground.
How about doing a firm evaluation of where you are in your cloud journey, map out where you want to go and create a roadmap to get there.
$750.00
3 Hours is “a lot of Kellie” but I’m up for it if you want to cover a ton of ground in a single session.
All prices are in US dollars and if you are Canadian are inclusive of your GST/HST.
These sessions are recorded but do not include my templates.
You can check out individual & group workshops and team training with materials here.
Once you have booked with me, create a cloud folder (GDrive preferred, but you can use what you want), share it with me (calmwaters@calmwaters.ca), and set my access to editor/admin.
Add a document with your thoughts and action notes for our session(s).
This is where our recordings and collaborating documents will live.
They will always be under your control, so you are not beholden to me to access anything
You control your privacy & security
You have the power over who you share them with
I have a cool new service offering!
It’s called Fix Your Biz.
You complete a comprehensive form and you can then pick how you want the results delivered.
If you have partners and/or stakeholders who should be involved in the process, you receive links to send them their versions of the evaluation form.
Here are topics I am well versed in and would love to help you implement.
App evaluation - Accounting or CRM/Project Management/Workflow
Let’s create a 5 star tech stack
Firm evaluation and goal setting
Firm service offerings and communicating them
Creating a 5 Star Client Profile
Working out harmonious onboarding & re-engagement processes
Possibly re-homing ones as well
Crafting Standard Operating Process manuals & client collaboration handbooks
Setting boundaries and managing expectations
“This is how we do it here”
Creating a security policy and communicating it
Fintech tips & tricks
QBO, Dext, Plooto, Rewind, Autoreview
Super fun apps to create efficiency
All things Google
Drive, Slides, Forms
Form building
Google Forms, Typeform, Cognito Forms, 17Hats Forms
Client content creation
Backing up cloud applications, hardware considerations, wrangling 2FA, password protectors
Did I mention I have a cool new service offering?!
It’s called Fix Your Biz.
You complete a comprehensive form and you can then pick how you want the results delivered.
If you have partners and/or stakeholders who should be involved in the process, you receive links to send them their versions of the evaluation form.
Results and actionables:
You can simply have your answers emailed to you so you have a consolidated report of where you are at with your business - the wins, the woes and all the details!
$750.00* - you will pay as you begin the form.
You can have me complete a Fix Your Biz Guidebook with actionable suggestions to build a firm you love.
$750.00* - additional to the form - you complete the form first and then you will be given a payment link to request the Guidebook.
You can have me send you the Guidebook along with an video of actionables and discussions about your business.
$1,000.00* - additional to the form - you complete the form first and then you will be given a payment link to request the Guidebook and video.
Of course we can work togther to Fix Your Biz too. We can take all the actionables and I can help you implement them!
*All prices are in USD, and if you are Canadian they are inclusive of GST/HST.