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All packages require a contract with The Confidential Partner, and can be set up on a one time basis, or on a recurring monthly contract.
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Uniquely tailored for the needs of your business, with each package customized for every client.
The required hours for service completion will be provided to clients after their free 30-minute consultation.
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Founder Peace of Mind is included with every package. When you work with The Confidential Partner, I provide you with a weekly check in summary and let you know what is ahead for the next week.
Chaos to Clarity
Package hours: 35 per month
Confidential and professional support that will allow you to shift your focus to the growth of your business. Let me take care care of the the tasks that keep adding to your never ending to do list - and instead bring you structure, organization, and most importantly, some breathing room!
Package includes:
Invoicing system set up using Sage, Quickbooks, or an alternative preferred by client
Budget development or analysis
Supplier invoice tracking & follow-ups
Monthly summary reports (income/expenses overview)
Receipt organization systems (app or cloud based)
All packages are customized based on each clients needs.
Streamlined & Supported
Package hours: 40 per month
This package is ideal for start ups, or small and medium sized businesses, who are still in the thick of day-to-day work but want to move towards building smarter foundations, without a full operational overhaul.
We’ll work together to streamline 2 key workflows in your business, clean up the tools you’re already using, and introduce practical systems that save time, without overwhelming you or your team.
Package includes:
Audit of current tools being used
Professional recommendations for streamlining up to 2 workflows (internal or external)
Implementation of new systems
Training team members on new processes and workflows
All packages are customized based on each clients needs.
Operational Overhaul
Package hours: 50 per month
This elite package is built for start ups, or small and medium sized businesses, who are scaling and feeling the strain of messy workflows or a lack of internal structure. Together we will build the foundation you need to delegate with confidence, streamline your operations, and prepare your team for growth. This package brings calm, clarity, and confidence to every corner of your business.
Note: This package requires a minimum two-month contract.
Package includes:
Audit of current tools and platforms
Streamlining of all client-facing and internal team workflows
Hands-on implementation of optimized processes
Hiring and onboarding processes updated
Onboarding/offboarding checklist developed
Organizational chart realigned with role clarification for current and future team members
Create welcome package for new hires
Team training on new systems and workflows
