WHY BOOK A DISCOVERY SESSION?
Clients often approach me to get help with tools like Asana, Pipedrive, Mailchimp and Zapier (these are the tools I do most of my consulting on). However, sometimes you don't know what you need. You just know that you have a problem, you'd like things to be better, but you're not sure what to ask for...
That's what the discovery session is for. During our call, we can determine where you are now, where you want to be and how to get you there. Following the call, you can choose to go it alone or engage with me on a consulting project to set up and implement your new system.
90-minute recorded call: We'll start with a 90-minute call where we'll go through your current workflow and determine how it can be optimised, simplified and automated. This is a practical session. I can help make changes, import date, create Zapier workflows and more... At the end of the call, I'll leave you with a list of recommended changes and action steps.
30-minute follow up call: Following the discovery, most people like to take a few weeks to implement changes. We can then connect on a follow up call to go over remaining questions and issues.
30-day email support: Still have questions? No problem. Drop me an email and I will follow up within 24 hours.
After you complete your purchase, you'll recieve an email with your receipt and a booking link.