Focus on your genius—we’ll handle the grind.
We don’t just check boxes or complete tasks; we anticipate your needs, deliver beyond expectations, and create little moments of delight that leave you feeling truly supported.
At the heart of it all, we’re not just your team—
we’re your biggest cheerleaders.
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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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 project management system
Posting in Facebook Groups
Post weekly updates on Google Business Pages, LinkedIn, and Pinterest
Create graphics in Canva
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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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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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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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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
RETAINER PACKAGE OPTIONS
G&L Signature Package
The full-service solution to help established business owners scale.
When everything’s on your shoulders - the backend, the client work, the projects - burnout’s not a matter of if, but when.
But it’s time to lead with intention, not exhaustion.
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. We work seamlessly 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.
You’ll see us during onboarding and at key touchpoints. 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.
WHAT IT LOOKS LIKE TO WORK WITH US
The right support changes everything—let’s get to work.
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You’ve had your discovery call and choose us to be your support partners.
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> You sign the contract
> Pay your first invoice
> Schedule your Onboarding Call
> Complete the Onboarding Questionnaire
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Your Onboarding Call is crucial!
This is where we discuss:
> 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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Once the Onboarding Call is complete, objectives are in place, and tasks are assigned, we get to work!
