You focus on your genius—we handle the grind.
We don’t just check boxes or complete tasks; we anticipate your needs, hear what you want for your business, and develop a strategic plan to make it a reality.
At the heart of it all, we’re not just your team—
we’re your sigh of relief.
Delegation becomes a slippery slope with our clients, but IN THE BEST WAY!
“At first, Shellana helped me with simple task management—tracking my to-do list, setting priorities, and keeping me on top of key deadlines. That alone was a game-changer!
But since then, our work has evolved. From handling complex projects to stepping into the role of an online business manager, Shellana and her team have become an invaluable part of my business.
They take feedback like a pro, make adjustments quickly, and truly understand my brand, business, and voice.”
Sarah Elder, Executive Business Coach
Who says you can’t buy time?
You can when you hire us.
Here are just a few ways we’ve helped our clients reclaim their sanity (and time):
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Set up Dubsado or Wealthbox (CRM) for service providers
Create entire first year of client experience from discovery call to last meeting of the year includes: email templates, workflows in CRM, and automating as much as possible using Zapier
Setup whatever platform that’s needed
Create a system for tax prep
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Connect you with aligned, quality leads ready for your services.
Optimize your profile to attract & convert
Start authentic conversations that prequalify leads with ease.
Book sales calls to grow your business.
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Member communications and membership updates to Kajabi
New content is posted to the membership weekly
Plan, prep, and schedule all member communication and ensure it all ends up in Kajabi
Build out a press page on website
Create, update, or maintain websites
Course creation
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Help client set up all the pieces of a launch and make every piece happen through delegation or doing it ourselves
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Set up email platform for client
Write the emails for a particular sequence (ex. Welcome Sequence)
Setup automations for triggering emails
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Inbox Management - Go into inbox 1-2x/day and put the appropriate categories on emails and flag things client needs to review or respond to so the inbox doesn’t feel so overwhelming
Assist in onboarding new clients: send contracts and invoices, follow up
Clean up and organize Canva and Google Drive
Transfer files from Dropbox to Google Drive
Research for anything business-related
Communicate with clients for our clients; setting up meetings and needed documentation, etc.
Set up client agreements & NDAs
Do monthly billing
Task Management
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Pull from a bank of content that’s on a rotating schedule, schedule on appropriate platforms, & keep track of everything in Airtable
Posting in Facebook Groups
Post weekly updates on Google Business Pages, LinkedIn, and Pinterest
Create graphics in Canva
To paint the full picture of how impactful our signature retainer is, here’s a few examples of what our clients are actually doing with their reclaimed time and sanity:
One client recently went on a fabulous cruise through the Greek Islands with her husband. For her, travel has merely been a dream, and now it’s a reality.
Another client took the summer off from business to trek across the country with her family and spend some time in Europe. She made sure to stay top of mind with her ideal clients by trusting us to create and schedule her newsletters for the entire summer.
For one of our clients, being able to spend her nights and weekends on the slopes of the Rockies with her family rather than hovered over her laptop late at night to catch up on admin and repurpose content is the dream turned reality.
And we’re in the business of helping our clients reach their goals and make their dreams become a reality.
SIGNATURE RETAINER
(Starting at $2000/month)
The full-service solution to help established business owners scale beyond their wildest dreams.
When everything’s on your shoulders - the backend, the client work, the projects - burnout’s not a matter of if, but when.
It’s time to lead with intention, and remove the chaos. Release the breath you’ve been holding. Replace it with a clear head and happy heart.
With this signature 3-tier support package, you get a strategic, integrated team that can handle everything from high-level operations to the “ugh-I-don’t-want-to-do-that” details. Our team works in tandem behind the scenes to keep your business organized, efficient, and thriving.
This package combines the strengths of three levels of support:
Strategic Lead
Your high-level thought partner & business strategist.
We guide priorities, build your team, and make sure every move is aligned with your bigger vision.
Online Business Manager
Your integrator & operations right-hand.
They turn strategy into systems, manage the team, and keep your business on track without you needing to micromanage.
From launch timelines to process improvements, they make sure everything is moving forward, with you leading from the top, not the trenches.
Account Manager
Your daily execution expert.
Your day-to-day lifeline. They handle repeatable tasks, one-off admin, and keep communication flowing — so things get done, and you can finally breathe.
LINKEDIN LEAD GEN RETAINER
(Starting at $2000/month)
Done-for-You LinkedIn Lead Generation Services
Stop chasing leads.
Start closing deals.
We’ve joined forces with LoTUS Mentoring to bring you a unique service that fills your pipeline with high-quality, warm leads who are genuinely interested in working with you.
We deliver a personalized, human-centered approach to lead generation to:
Finding Quality Leads
Optimizing Your Profile
Starting Conversations That Convert
Booking Calls
Proven Results:
60% increase in LinkedIn connections.
300% increase in booked sales calls.
Clients see significant sales growth - one went from 2 sales in 7 months to 5 sales in just 2 months.
No AI.
No bots.
Just a warm, personal touch.
Let us take the stress out of LinkedIn lead generation so you can focus on what you do best!
A Quick Win When You Need It Most
In just 7 days, we’ll transform that specific task living in your mind rent-free into tangible results.
Things like:
Updating your email funnel
Light editing of website messaging
Re-engagement strategy to make past clients easy conversions
Revamping stagnant email sequences
Creating fresh marketing graphics
Stop procrastinating and paying the price in missing revenue. Let us take some weight of the how off your shoulders.
Reach out to get your own quick win!
PROJECT SPRINTS
(Ranges from $600-$1200)
Elevate Your Business with Strategic Overhauls
Our custom projects typically take 4 to 8 weeks, giving us time to dive deep into your missing links and craft tailored solutions.
Recent custom projects for clients include:
Comprehensive Dubsado audits and setups
Wealthbox and automation setups
Asana clean-ups and organization
New SquareSpace builds and branding
Glow-ups for existing websites and rebranding
You deserve nothing less than exceptional. Your business deserves the kind of strategy and systems that feel effortless and flaunt your expertise, creating clients on repeat.
CUSTOM PROJECTS
WHAT IT LOOKS LIKE TO WORK WITH US
The right support changes everything—let’s get to work.
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You choose us to be your support partners.
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Get ready to start!
> You sign the contract
> Pay your first invoice
> Schedule your Onboarding Call
> Complete the Onboarding Questionnaire
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Hold your Onboarding Call.
This is where we land:
> Your goals over the next few months
> Decide the best platforms for communication and task management
> Figure out what tasks and projects we will begin tackling first
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We get to work, you take a break!
