Operations Management
to Help You and Your Team
Organize, Collaborate, and Grow!
How's it going…
I assume you're on this page because you need a tiny bit of assistance with some structure in your business, so that you feel less... "Arrgghhhhh"?
You got into business because your passion is helping your clients, selling products and being creative.
But you're spending $500/hour time on $50/hour tasks.
You're at capacity even though you know you can be doing more.
You need relief from tech and operational headaches.
"I cannot say enough good things about the amazing Sam McCracken. She has made my business life so much simpler. She is infinitely resourceful, smart, capable, and pleasant to work with. Nothing ruffles her feathers. I am particularly grateful for her help in automating the onboarding process of my signature program, The Fearless Leader. I have recommended and referred Sam to many of my business colleagues."
Kathy McAfee, Executive Coach, Mentor, Author | The Fearless Leader
What Types of Things do You Need Help With?
Support with operations, project management and/or collaboration tools.
Automation of pretty much any repetitive scenario in your business.
Structure and organization in what currently feels like overwhelm.
What exactly does this support look like?
When business owners/leaders/team members are doing too much repetitive, administrative, or tech-type tasks in their business, or they don't know how to effectively complete that work, we step in to help - and we do this by implementing systems and processes that up until this point have not been working effectively.
We will help you with your projects and tasks, day-to-day business operations, set up new tools and systems to help things run most effectively, and be on hand for tech support.
Essentially, whatever is needed to help a business operate more effectively and accurately, THAT'S what we take care of for you.
By the time we've worked together, you will have...
- An optimized 'source of truth'; you'll have a clear view of what's going on in your business
- Confidence that nothing is falling through the cracks
- The knowledge to maintain your systems and automations
- A higher quality experience for your clients
- Low fuss operations, processes, and reports
- More time to work with clients, develop new products, or sit back and sip cocktails (whatever you want!)
"Sam is THE BEST VA Partner I have ever worked with. I am not great at the "tech" side of things and Sam is absolutely PHENOMENAL. She is so smart, FAST, and professional. I can focus on what I love and she takes care of the rest...Tech, templates, distribution, creative, operations, and more. Sam is more than a tech person, she is a PARTNER. I cannot say enough good things about Sam but I will end with this....She is a GREAT PERSON. And for me, that is the most important!"
Michael Charest, Business Coach | TogetherCoach
Case Studies
Client A...
Had an already successful 1:1 coaching business, but could have been seeing many more clients if she wasn't spending so much time setting up and sending PDF invoices, trying to remember where she wrote down what plan that client is on, not knowing to follow up on late payments, not keeping effective records, not having a project plan, and having so much fall through the cracks.
After we worked together, she now has a business where:
- Contracts and invoices are sent via a client management platform (automatically for those on payment plans) and appear much more professional.
- Clients are able to pay via the invoice, and no longer have to send payments manually via bank transfer.
- Overdue invoices are automatically followed up with reminders, and flagged for attention.
- Reports are updated with data on forms that are automatically sent to new clients.
- There is a one-stop-shop database for projects and tasks, client lists, session tracking, invoicing, onboarding checklists, and client data.
This has saved this client around 20 hours per month.
Client B...
Launched a mentoring program, and would manually send hundreds of emails, including customized Google docs to members of the cohort over the course of the 8 week period. Emails and docs sometimes had incorrect details, or were sent late if there was too much to get through in one day.
After we worked together, she now has a business where:
- Rather than a 15 minute process for each new client, she only has to spend about 90 seconds inputting essential client information into a database and clicking one button, which generates a customized Google doc and email, sent to the client automatically.
- Each cohort are added (automatically - of course) to an email marketing platform, where they are emailed the timely updates they need throughout the program.
- The automations implemented have not only removed the need for so much manual labour, but have also improved accuracy and punctuality.
- Everything the cohort members receive now appears professional and high-end.
This has saved this client around 40 hours per cohort.
Client C...
Has a personal training business with a team, and lots of moving parts. Each time there was a new prospect, new client, client update or a leaver, there were multiple action steps that needed to take place, and various places to input the same data multiple times. Team communication fell through the cracks, and it was not always easy for everyone to have all the information they needed.
After we worked together, he and the team now have a business where:
- Each stage of the client journey has its own automatically generated checklist in a project management platform that the team have access to. Everyone can see at what stage the client is at, and what attention they need.
- Prospects are no longer being missed, and existing clients are getting the timely communication they need, thanks to a catch-all notification system.
- Data and processes are now all accessible in just several online platforms, rather than a dozen places there were beforehand.
- Reports and client information is now accurate.
This has saved this client around 30 hours per month.
Here's what will happen on our call:
We'll jump on a very informal, 20-30 minute Zoom call, where we'll get to know each other a little bit, I'll ask you a few questions about your business and what you want to achieve by improving your systems.
I'll consult you on what I think would work best for you and your business - this is unique because every business owner has different things that are important to them, different habits, different goals, etc.
You'll have the opportunity to ask any questions you have.
If we both feel that it's a good fit, I'll invite for us to work together. And if it's not a good fit for now, we'll part as friends!
"Sam is way more than a virtual assistant, she runs the show! Sam is an indispensable online business manager who I trust to take care of the infrastructure of the business. She will take you from 5 to 6, 6 to multi-6 and multi-6 to 7 figures in your business. Sam is awesome, you’re in good hands."
David Newman, Speaker, Author, Expert | Do It! Marketing
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