You want to be confidently in control.
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In order for that to happen, you need to know that things aren't falling through the cracks. You want to be certain of next steps - whether you need to take those steps yourself, delegate them to your team, or rely on business automation to handle them.
You want to be confidently in control.
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In order for that to happen, you need to know that things aren't falling through the cracks. You want to be certain of next steps - whether you need to take those steps yourself, delegate them to your team, or rely on business automation to handle them.
As a coach or entrepreneur, you want to confidently serve your clients.
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You shouldn't have to spend your time or brain power worrying about your data and processes.
Are you manually tracking client onboarding information and then struggling to find it when you need it?
Are you losing money because you don't have a good method of tracking payments?
Are you nervous about what to do if someone reaches out and says they want to work with you?
Are you creating new emails every time you communicate with a new client?
As a coach or entrepreneur, you want to confidently serve your clients.
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You shouldn't have to spend your time or brain power worrying about your data and processes.
- Are you manually tracking client onboarding information and then struggling to find it when you need it?
- Are you nervous about what to do if someone reaches out and says they want to work with you?
- Are you losing money because you don't have a good method of tracking payments?
- Are you creating new emails every time you communicate with a new client?
HOW IT WORKS
My systems solutions will take you from cautious to confident.
FIRST STEP: STRATEGY
We'll spend some time talking about your business; what's important to you, how you like to work, what processes are in place in your business, what tools you may already be using and how they're working for you, what you need to be tracking, etc.
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NEXT STEP: SETUP
Based on our strategy call, I'll build the system(s) you need to have a better handle on the data and processes in your business. You may choose a VIP Day for Client Onboarding or basic Back-Office systems, or a more complete business process and automation setup.
You'll end up with tools and systems in place to onboard clients, manage your important data and information, and/or business processes.
You'll end up with tools and systems in place to onboard clients, manage your important data and information, and/or business processes.
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FINAL STEP: SUPPORT
You'll leave with documentation about how to use your systems, and we'll schedule a follow-up call for seven to ten days later to make sure you're comfortable with everything.
You may also choose to sign up for continuing tech support, strategic review, or system updates as your business evolves.
HOW IT WORKS
My systems solutions will take you from cautious to confident.
FIRST STEP: STRATEGY
We'll spend some time talking about your business; what's important to you, how you like to work, what processes are in place in your business, what tools you may already be using and how they're working for you, what you need to be tracking, etc.
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NEXT STEP: SETUP
Based on our strategy call, I'll build the system(s) you need to have a better handle on the data and processes in your business. You may choose a VIP Day for Client Onboarding or basic Back-Office systems, or a more complete business process and automation setup.
You'll end up with tools and systems in place to onboard clients, manage your important data and information, and/or business processe
You'll end up with tools and systems in place to onboard clients, manage your important data and information, and/or business processe
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FINAL STEP: SUPPORT
You'll leave with documentation about how to use your systems, and we'll schedule a follow-up call for seven to ten days later to make sure you're comfortable with everything.
You may also choose to sign up for continuing tech support, strategic review, or system updates as your business evolves.
You may also choose to sign up for continuing tech support, strategic review, or system updates as your business evolves.
MEET YOUR GO-TO EXPERT
I'm Kim Hazelton, Founder/CEO, and Systems Superhero
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When you work with me, you get the benefit of my experience in things like: process improvement; research; workflow; system selection and implementation; spreadsheet, forms and database design; as well as my background in administrative support. I bring all this to the table as we design and create the right systems solution for you!
There are a couple of ways to implement systems strategy, setup, and support shaped for your small business. Consider one of the VIP Days listed below, or let's talk about a custom solution shaped just for you.
MEET YOUR GO-TO EXPERT
I'm Kim,
Founder/CEO, and Systems Superhero
Founder/CEO, and Systems Superhero
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When you work with me, you get the benefit of my experience in things like: process improvement; research; workflow; system selection and implementation; spreadsheet, forms and database design; as well as my background in administrative support. I bring all this to the table as we design and create the right systems solution for you!
There are a couple of ways to implement systems strategy, setup, and support shaped for your small business. Consider one of the VIP Days listed below, or let's talk about a custom solution shaped just for you.
Get VIP treatment when you select a
VIP Day
VIP Day
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Client Onboarding VIP Day
Strategy session to determine your specific onboarding processes
Design and create the pieces needed for a smooth, all-in-one client onboarding system including but not limited to email templates, automations, contracts, invoicing & payments
Options for CRM setup, integrations between systems, worksheet/client form creation
Follow-up call within two weeks of implementation
Back Office Systems VIP Day
Strategy session to settle on tools and to formulate your desired processes & metrics
Design and create custom forms and spreadsheets to accurately capture and turn data into information
Options for integrations between systems, as well as reporting functionality
Additional 30- and 60-day follow-up calls to refresh/tweak your systems
Included in Both VIP Days
Touchpoints scheduled twice during the day so you're kept in the loop, but not tied up the whole time
Work completed in ONE DAY (except the strategy session)
"How-to" guides specific to your build
Access to my trusted referral network
Get VIP treatment when you select a
VIP Day
VIP Day
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Client Onboarding VIP Day
- Strategy session to determine your specific onboarding processes
- Design and create the pieces needed for a smooth, all-in-one client onboarding system including but not limited to email templates, automations, contracts, invoicing & payments
- Options for CRM setup, integrations between systems, worksheet/client form creation
- Follow-up call within two weeks of implementation
Back Office Systems VIP Day
- Strategy session to settle on tools and to formulate your desired processes & metrics
- Design and create custom forms and spreadsheets to accurately capture and turn data into information
- Options for integrations between systems, as well as reporting functionality
- Additional 30- and 60-day follow-up calls to refresh/tweak your systems
Included in Both VIP Days
- Touchpoints scheduled twice during the day so you're kept in the loop, but not tied up the whole time
- Work completed in ONE DAY (except the strategy session)
- "How-to" guides specific to your build
- Access to my trusted referral network
Other Ways We Can Work Together
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Custom Systems Solution
We'll put our heads together to formulate your desired processes and metrics.
I'll research, recommend, design, and implement more complex system solutions that meet your specific business goals.
This option includes access to support for 45 days post implementation so we can make sure that all the bugs are worked out and you're comfortable with how to use the tools in your system.
I'll research, recommend, design, and implement more complex system solutions that meet your specific business goals.
This option includes access to support for 45 days post implementation so we can make sure that all the bugs are worked out and you're comfortable with how to use the tools in your system.
THIS IS A GOOD FIT FOR YOU IF:
You need tools to handle things like client relationship management, email marketing, sales funnels, landing and sales pages, membership sites, automation and reporting, etc...
Strategy Session
Schedule a 90-minute call to get ideas out on the table. We'll look at your current situation and consider where you want to be.
THIS IS A GOOD FIT FOR YOU IF:
You're not sure you're ready to implement a new system, but want to brainstorm whether or not your existing processes are as efficient as they could be.
WANT TO CREATE A COURSE, BUT DON'T KNOW HOW TO GET STARTED?
Get strategy tips from Aurelian Amacker, founder of Systeme.io, for determining what your course will be, and video guidance on setting up the tech from me, a certified Ontraport expert.
"I am so grateful for the organization that you are inspiring into FitByApril. Thank you. Your hands-on assistance without judgment is priceless."
April Kassebaum, Fit By April
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"Just like any good organizer, Kim had a plan, and showed me how to implement it. What seems simple for many, was not for me but she put me right at ease and clearly understood my goals and set about to accomplish them. Her ability to communicate what seemed daunting in a clear and approachable way made the process go smoothly and efficiently."
Becky Huebner, Coldwell Banker
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"I found Kim Hazelton at a time when I was pulling my hair out trying to make sense of my onboarding and back office systems in my business. Kim helped make sense of everything and explained things so well that even I (a technophobe) could easily understand and implement her recommendations straight away. I found Kim to be patient, empathic and friendly. She is an asset to any business, and I highly recommend her services!"
Marie Cherrett, Your Healthy Hormones
WANT TO CREATE A COURSE, BUT DON'T KNOW HOW TO GET STARTED?
Get strategy tips from Aurelian Amacker, founder of Systeme.io, for determining what your course will be, and video guidance on setting up the tech from me, a certified Ontraport expert.
"I am so grateful for the organization that you are inspiring into FitByApril. Thank you. Your hands-on assistance without judgment is priceless."
April Kassebaum, Fit By April
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"Just like any good organizer, Kim had a plan, and showed me how to implement it. What seems simple for many, was not for me but she put me right at ease and clearly understood my goals and set about to accomplish them. Her ability to communicate what seemed daunting in a clear and approachable way made the process go smoothly and efficiently."
Becky Huebner, Coldwell Banker
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"I found Kim Hazelton at a time when I was pulling my hair out trying to make sense of my onboarding and back office systems in my business. Kim helped make sense of everything and explained things so well that even I (a technophobe) could easily understand and implement her recommendations straight away. I found Kim to be patient, empathic and friendly. She is an asset to any business, and I highly recommend her services!"
Marie Cherrett, Your Healthy Hormones
Frequently Asked Questions:
How does a VIP Day work?
You'll do a bit of pre-work so that all the data needed for the build is collected. Our strategy call will happen shortly before the VIP Day to be sure we've got a really good handle on what you need. On your day, we'll touch base in the morning, then you'll just need to be available to answer questions or provide clarification until our Confirm session in the afternoon.
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What if I don't know what I need?
A strategy call will be really helpful here. We'll talk about what your business processes look like, what tools you currently use, what's important to you, and figure it out together!
What if I'm happy with the tools I'm using? Do I need to switch?
A strategy call will allow for a deep dive to determine if your existing tools can support your business growth. I'll provide you recommendations for next steps, whether that means using current tools more effectively, adding something new to the mix, or replacing with a different option.
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How much does it cost to work with you?
A 90-minute call is $179. VIP Days begin at $1597. Custom system solutions will be dependent on how complex the project is.
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How will things be different after we work together?
You’ll have systems in place to create a consistent client experience and ensure steps aren’t missed. You’ll be able to focus on your clients and not your processes. You’ll have time for more clients, more time for you, or maybe both! You’ll be less stressed about what you might be forgetting. You’ll have a resource you can lean on when you want to make updates or consider adding new tech.
Frequently Asked Questions:
How does a VIP Day work?
You'll do a bit of pre-work so that all the data needed for the build is collected. Our strategy call will happen shortly before the VIP Day to be sure we've got a really good handle on what you need. On your day, we'll touch base in the morning, then you'll just need to be available to answer questions or provide clarification until our Confirm session in the afternoon.
arrow_drop_down_circle
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What if I'm happy with the tools I'm using? Do I need to switch?
A strategy call will allow for a deep dive to determine if your existing tools can support your business growth. I'll provide you recommendations for next steps, whether that means using current tools more effectively, adding something new to the mix, or replacing with a different option.
arrow_drop_down_circle
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What if I don't know what I need?
A strategy call will be really helpful here. We'll talk about what your business processes look like, what tools you currently use, what's important to you, and figure it out together!
arrow_drop_down_circle
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How much does it cost to work with you?
A 90-minute call is $179. VIP Days begin at $1597. Custom system solutions will be dependent on how complex the project is.
arrow_drop_down_circle
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How will things be different after we work together?
You’ll have systems in place to create a consistent client experience and ensure steps aren’t missed. You’ll be able to focus on your clients and not your processes. You’ll have time for more clients, more time for you, or maybe both! You’ll be less stressed about what you might be forgetting. You’ll have a resource you can lean on when you want to make updates or consider adding new tech.
LET'S GET YOU CONFIDENTLY IN CONTROL OF YOUR BUSINESS
You know you need systems in place so your business can thrive and grow. Let's work together to make that happen. Schedule your strategy session now!
LET'S GET YOU CONFIDENTLY IN CONTROL OF YOUR BUSINESS
You know you need systems in place so your business can thrive and grow. Let's work together to make that happen. Schedule your strategy session now!