Process
How we'll work together
From the first conversation to a steady monthly rhythm, here's what to expect at every step - including the parts most service providers leave to your imagination.
Step 01
Discovery call
A short conversation about your business and where you're feeling stretched.
30 min - complimentary
Before any work begins, we have a real conversation. You tell me about your business - what you do, who you serve, how your week typically goes, and where the admin is creating the most friction. I listen, ask questions, and start forming a picture of whether and how we'd work together.
What we cover
The shape of your business - solo or small team, current client load, busy and quiet seasons
Your current admin reality - what's eating your week, what's slipping through
Your tools and workflows - what's working, what's patched together
What you'd want your week to feel like if the admin were handled
A first read on which package might fit
WHAT YOU WALK AWAY WITH
A clearer sense of whether we're a fit. No proposal yet - that comes next. No pressure to decide on the call.
Step 02
Proposal
A written recommendation tailored to what we discussed.
within 2-3 business days
After our call, I send a written proposal that lays out the package I recommend, what's included, any specific things I'll handle based on what you shared, the onboarding scope, and the timeline. You'll have time to read it, ask questions, and decide at your own pace.
What's in the proposal
Recommended retainer tier and why it fits
Specific items I'll handle based on what you mentioned in our call
Any setup projects worth bundling (HoneyBook, Stripe, process documentation)
Onboarding scope, fee, and timeline
Proposed start date and how to say yes
WHAT HAPPENS NEXT
You review on your own time. We can hop on a follow-up call to talk through anything, or you can sign the proposal and we get rolling.
Step 03
Onboarding
One to two weeks of focused setup before any monthly work begins.
1-2 weeks - $350 flat fee
Onboarding is the work that doesn't look like the work - but it's what makes everything afterward feel seamless. We spend one to two weeks on a deep dive into your business: learning your voice, securing tool access, mapping your client journey, and building the shared systems we'll use day-to-day.
What it includes
A 60-90 minute intake call, deeper than discovery
Secure setup of tool access (HoneyBook, Stripe, email, password manager)
A brand voice document so I can write like you, not like me
A custom map of your client journey from inquiry to post-wedding follow-up
Setup of our shared workspace and the monthly check-in rhythm
WHAT YOU WALK AWAY WITH
A complete, documented system that lets me run your back office without constantly asking, "How do you usually handle this?"
Step 04
Monthly rhythm
A predictable monthly cadence that runs in the background of your week.
ongoing
Once onboarding is done, the steady work begins. Every month follows the same predictable shape, so you always know what to expect - and what you don't have to think about.
What the month looks like
Week 1: Priorities confirmed for the month ahead
Throughout: Work happening quietly, ongoing communication via your preferred tool (Slack, email)
Each week: A summary you can scan in 90 seconds - what came in, what I handled, what needs you
End of month: A recap with hours used, outcomes delivered, and anything worth discussing for next month
The Reception tier: A monthly check-in call to review and improve
WHAT YOU GET
A predictable rhythm. No surprises. Just steady work happening quietly while you focus on your clients.
Settling in
What the first 90 days look like
Once we're working together, here's how the relationship typically unfolds - so you know what's normal and what's not.
Month 01
Calibrating
We're still getting in sync. You'll likely have small adjustments to how I respond, what I prioritize, how I communicate. That's normal - the first thirty days are about getting in tune with how you actually run your business.
Month 02
Patterns settling
I'm responding in your voice. You're trusting more of the work to happen without checking in. You start to notice the time give back - the evening you used to spend on inbox cleanup, now your own again.
Month 03
In rhythm
We're running. If you've outgrown your tier or want to shift focus, we have a real conversation about what to change. Otherwise, things just keep working - quietly, reliably, in the background.
What if my needs change?
Tier changes happen monthly with 30 days notice - up, down, or back. Pauses available once per 12 months for up to 60 days. No long-term commitment. See the full policies for details.
Ready to see if we'd work well together?
The first step is the discovery call. Thirty minutes, no pressure - just a conversation about your business and what you'd like to hand off.
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