Let’s start scaling your business together
Whether your business is growing quickly or just ready to scale with new tech, we help you create the strategy and automation required for delegation and organization. We encourage every new client to start with a Systems or Launch Strategy Session where we work with you and your team to streamline processes and systems to move your business forward.
Our Strategy Session - with the guidance of an online business manager - will provide specific structure and unique support your organization requires to work smarter. We’ll start improving or enhancing your current systems to give you the space and encouragement you need to continue doing those things that light you up and the kickstart you need to help your business grow!
Check out the details below.
What to expect
During your session, we’ll review your back-end operations together and identify any gaps in your current systems. We'll create an action plan for your operations to run more smoothly and determine if working with our signature services are a fit to scale your business and/or what other resources you may need.
In-depth questionnaire to gather information
This is an online form that helps us be more efficient during the intensive meeting. It covers the common questions we'd ask to start the research on your business.
One 90 minute intensive call
A brain dump to:
gather known as well as indirect information (you know, the way things YOU do them)
prioritize all tasks that are overdue or floating in your brain
align goals with specific updates and resources to be implemented
systems audit
We’ll evaluate your current systems and processes — including assessing your procedures and technologies used to transform leads into customers — and identify any gaps in your crucial business systems.
systems action plan
We’ll provide two key assets.
1. A well-planned client journey map with workflows and resources so you can delegate responsibilities, which creates more breathing room and frees up your time.
2. An action plan report and review of the results from our strategy session and audit. You will receive resources and suggestions to increase the scalability of your business. Our plan will explore any gaps we found in the audit, solutions for your most pressing issues, and highlight the opportunities in your path for organizing, growing, and calibrating your business. You’ll receive an outsider’s perspective on your business systems with a clear road map and checklist to achieve your goals.
OR
Launch action plan
We’ll provide two key assets.
1. A well-planned launch plan/report to share the results and provide resources and suggestions. The plan will include a clear list of action items and next steps. It will be based on those gaps (above) on how to put out the fires / solve immediate issues that are pressing in your business as well as highlight the opportunities being missed as the business grows.
2. A functional calendar and checklist for your launch that we can add to your project management software. This includes the major and minor events, tasks and subtasks, deadlines, assignments, known details, and dependencies.
“Bright Moments helped me accomplish so much, I was able to launch two group coaching programs and have time to focus on getting my book published, a life long dream.
I was even able to take an extended vacation to Europe with my husband and knew the marketing and launch of one program was being nurtured.”
INVEST IN YOUR BUSINESS
1 WEEK OF PREP + PLAN, 2 DAYS TO PRODUCE
In order to complete everything, I'll need all of the information I can get from you. To avoid rushing (and missing important stuff), your completed pre-work assignments are due one (1) week before your chosen start date, no exceptions.
$650
ready to get results?
If you’re ready to start implementing a unique strategy designed for your business, then we’d love to get started with our Strategy Session. But we know that you may have some questions before diving in. We offer a free consultation call to answer those questions and determine if our Strategy Session is right for you.
