how we work

Man and woman high five

#1 Conversation

Nothing is more effective than communicating with each other by phone or video call. We listen and hear where you’re struggling and what your “perfect” outcome would be. This forms the beginning of some rough goals.

#2 in-depth analysis

We go deep with analysis. Working together, we identify every single online tool you and your team are currently using. We assess overlap, inefficiency, and give some quick wins.

#3 recommendations

The final piece of #2 is our recommendations. We provide a complete list of action items. If there are suggestions out of our scope of work, we’ll still recommend an approach and suggest a referral where appropriate.

#4 project plan

We decide together which online tools our team will work on with you and your team. This allows us to get to know your business better and establish a trusting working relationship.

#5 optimize and train

Once we’ve gained your trust we’ll offer an ongoing service plan to continue with “by-your-side” consultation. Examples of what we do in an ongoing plan: offer strategic advice/research new tools, bug fixes, serve as your “smart person with access,” virtual staff training, CEO-ready reports, and ongoing management of platforms.