Enhance Operations and Train Your Team for improved performance

Who it is for:
This service is ideal for business owners, managers, or teams looking to enhance their operational efficiency. Whether you're facing bottlenecks, seeking to streamline workflows, or needing a comprehensive audit of your processes, our consulting sessions provide the targeted support you need.

What we can help you with:
- Operational Efficiency Assessment: We can conduct a thorough assessment of your current business processes, identifying inefficiencies and areas for improvement.
- Process Optimization: Get expert advice on how to redesign and optimize workflows to better support your team and enhance overall productivity.
Platform Utilization: Learn how to maximize the potential of your chosen task management tool, like ClickUp, for streamlined and efficient operations.

How It Works:
- Purchase: Select the package that best suits your needs. Whether you choose a single hour for focused guidance or a 5-hour package for in-depth support, you’ll get expert advice tailored to your goals.
- Schedule Your Sessions: Once you've purchased your hours, you’ll receive a link to book your 1:1 coaching sessions at times that work best for you. You can spread your sessions out over 60 days, allowing flexibility to fit your schedule.
- Atend and Record Sessions: During each session, we’ll focus on your unique needs, whether it’s conducting an operational efficiency audit, optimizing processes, or tackling specific challenges in your workflows. Each session is recorded and transcripted so you can revisit the advice and strategies at any time.
- Receive Follow-Up Support: After each session, you’ll receive a follow-up email summarizing key points discussed and providing additional resources or action steps to help you move forward.

Who it is for:
This service is ideal for businesses that are already using ClickUp but want to ensure their workflows are fully optimized. If you're looking to streamline operations, enhance productivity, or simply make sure your setup is functioning at its best, this audit is perfect for you.

What’s Included:
- Detailed Audit Report: Receive a video walkthrough via email that highlights key findings from the audit, along with tailored recommendations for improving your ClickUp setup.
- Actionable Insights: Get step-by-step instructions on how to implement the recommended changes, making it easy for you to enhance your workflows.

How It Works:
- Purchase: Click "Buy Now" to pay for the audit.
- Submit Your Details: Follow the instructions on the digital dowload guide to provide us with access to your ClickUp workspace.
- Audit Process: We’ll evaluate your ClickUp setup and confirm the audit timeline (typically delivered within 5 business days).
- Receive Your Report: Get your comprehensive audit video and actionable recommendations, ready for implementation.
Feedback Round: Review the audit and send us any questions or requests for clarification via email for one round of feedback, ensuring you fully understand the recommendations.

Who it is for:
Perfect for businesses looking to quickly and efficiently establish foundational processes in ClickUp. This service is ideal for those aiming to streamline operations and boost team productivity while accelerating their learning curve on the platform.

What’s Included:
- Initial Setup: We handle all the foundational steps, ensuring your ClickUp account is properly configured and ready to support your team’s work.
- Essential Customization: We’ll customize your ClickUp workspace to reflect your team’s processes, ensuring a professional and cohesive environment.
- Initial Workflows: We’ll map out and and organize your initial workflows, tasks, and project templates to help you hit the ground running.

How It Works:
- Let's talk: Book a 30-Minute Discovery Call and send us an overview of your project to discuss your needs and confirm our availability.
- Receive your quote: Based on your requirements, we'll confirm your quote and confirm the project timelines.
- Start your Project: Upon receiving your deposit payment, we'll have a kickoff call and begin your Clickup setup.
- Weekly Project update and Training calls: Throughout the project, join 30-minute calls to ensure everything is on track, and learn how to maximize your use of ClickUp.
- Project Management and QA: All our projects are managed on ClickUp, so you have clarity on the status of all work at any time, and we provide a full quality assurance video report with future recommendations on completion.

Who it is for:
Ideal for businesses or teams seeking a more sophisticated and tailored ClickUp setup, perfect for those ready to leverage advanced features and integrations to optimize their operations and enhance team performance.

What’s Included:
- Full Setup: We ensure your ClickUp account is fully configured and optimized to make the most of its advanced features, including relevant integration recommendations.
- Advanced Customization: We’ll design and tailor your workspace to meet your unique requirements, in alignment with your business processes.
- Multiple Workflows: We’ll conduct an in-depth analysis of how your team operates and equip your team with the confidence and skills needed to effectively use ClickUp.

How It Works:
- Let's talk: Book a 30-Minute Discovery Call and send us an overview of your project to discuss your needs and confirm our availability.
- Receive your quote: Based on your requirements, we'll confirm your quote and confirm the project timelines.
- Start your Project: Upon receiving your deposit payment, we'll have a kickoff call and begin your Clickup setup.
- Weekly Project update and Training calls: Throughout the project, join 30-minute calls to ensure everything is on track, and learn how to maximize your use of ClickUp.
- Project Management and QA: All our projects are managed on ClickUp, so you have clarity on the status of all work at any time, and we provide a full quality assurance video report with future recommendations on completion.

Who it is for:
Ideal for businesses that require ongoing support to enhance their operational efficiency, streamline processes, and drive sustained growth. This service offered by Carina is perfect for companies that need a dedicated partner to provide strategic guidance and hands-on assistance with operational challenges.

What’s Included:
- Strategic Leadership and Guidance with Regular Check-Ins: Our Fractional COO services provide high-level strategic leadership in operational management without the need for a full-time commitment. We help you navigate complex challenges and seize opportunities for growth, with dedicated time for focused discussions during weekly calls to strategize and plan for your projects and goals.
- Continuous Improvement and Hands-On Support: Engage in regular check-ins and process improvement initiatives designed to sustain operational excellence. We work closely with you to identify areas for enhancement and implement strategies for long-term success. Additionally, we offer hands-on support, dedicating the agreed hours to directly addressing your operational tasks and ensuring your business needs are met efficiently.

How It Works:
- Choose Your Plan: Reach out to us to establish your retainer service. We will discuss your specific operational needs and customize the scope of services to align with your business goals.
- Services Commence: We begin by assessing your current operational setup, identifying key areas for improvement, and establishing an action plan. This may include an initial audit or strategy session to set the foundation for ongoing support.
- Ongoing updates and Communication: Benefit from regular updates and communication. Whether it's managing tasks, improving processes, or providing strategic guidance, our team ensures that you remain informed and involved at every stage.
- Flexible Systems Integration and Transparent Managemen: We seamlessly adapt to your existing technologies and preferred systems, or if you choose, we can utilize ClickUp to manage your tasks. Either way, you’ll benefit from complete transparency, with real-time updates, tracked time estimates, and detailed status reports, ensuring you’re always informed and in control.

Who it is for:
Ideal for businesses and entrepreneurs who need ongoing administrative support to stay organized, manage daily tasks, and streamline their operations. This service is perfect for those who require a reliable partner to handle essential administrative duties, allowing you to focus on growing your business.

What’s Included:
- Dedicated Administrative Support with Regular Check-Ins: We will provide strategic assistance with your administrative tasks, ensuring everything runs smoothly. We’ll have regular weekly calls to discuss priorities, organize tasks, and plan for upcoming projects and deadlines.
- Task Management and Process Improvement: Engage in ongoing support to handle your day-to-day tasks, from managing your calendar and emails to organizing documents and coordinating projects. We will work closely with you to identify ways to improve your processes and increase efficiency, ensuring your business operations are streamlined and effective.
- Monthly Consulting Call with Carina: In addition to overseeing your retainer services, Carina will provide a 60-minute consulting call each month. This session will provide expert guidance on elevating your operations further.

How It Works:
- Choose Your Plan: Reach out to us to establish your retainer service. We will discuss your specific operational needs and customize the scope of services to align with your business goals.
- Services Commence: We begin by assessing your current operational setup, identifying key areas for improvement, and establishing an action plan. This may include an initial audit or strategy session to set the foundation for ongoing support.
- Ongoing updates and Communication: Benefit from regular updates and communication. Whether it's managing tasks, improving processes, or providing strategic guidance, our team ensures that you remain informed and involved at every stage.
- Flexible Systems Integration and Transparent Managemen: We seamlessly adapt to your existing technologies and preferred systems, or if you choose, we can utilize ClickUp to manage your tasks. Either way, you’ll benefit from complete transparency, with real-time updates, tracked time estimates, and detailed status reports, ensuring you’re always informed and in control.

Who it is for:
Ideal for businesses and teams seeking to improve their operational processes. Whether you need to refine existing workflows, design new processes, or ensure compliance, our optimization services provide the expertise needed to elevate your operations. What’s Included:
- Process Review and Optimization: We’ll conduct a comprehensive analysis of your current workflows, identifying bottlenecks, inefficiencies, and opportunities for improvement. Our goal is to streamline your processes, reducing redundancy and enhancing productivity.
- Workflow Mapping: Our team will create detailed maps of your business processes, providing a clear visual representation of how tasks flow through your organization. This mapping will help identify areas where processes can be improved or automated.
- System Compatibility Assessment: Before you proceed with any system changes, we ensure that your workflows are fully compatible and optimized for integration into systems like ClickUp or other task management tools. This includes making recommendations on the best setup approaches based on your unique business needs.
- SOP Design: We’ll assist in creating or refining your standard operating procedures to ensure consistency and compliance across your organization. SOPs will be crafted to align with your business goals and operational requirements.
- Strategic Planning and Continuous Improvement: Beyond immediate process improvements, we’ll work with you to develop a long-term strategic plan for maintaining and enhancing operational efficiency. This includes identifying key metrics for ongoing assessment and adjustment of workflows.

How It Works:
- Book a Discovery Call: schedule a free, no-obligation discovery call where we’ll discuss your needs and goals.
- Project Proposal: Based on the discovery call, we’ll create a detailed proposal outlining the scope of work, timeline, and pricing.
- Process Optimization: Once the project is confirmed, we’ll begin the work of reviewing, mapping, and redesigning your workflows with you.
- Weekly updates and Workshopping calls: Throughout the project, we will meet with you to review the proposed workflow designs, discuss any challenges, and refine the processes as needed. These sessions are an opportunity to ensure that the optimized workflows align with your operational goals and can be seamlessly integrated into your business.
- Processes Launch: We’ll help implement the new processes and provide training to ensure your team is fully equipped to work within the updated workflows.

Who it is for:
Ideal for businesses looking to streamline employee onboarding, improve compliance with standard operating procedures (SOPs), or continuously enhance team skills through effective training programs. What we offer:
- Training Course Design: We work with you to bring your SOPs to life, by creating engaging online training courses tailored to your organization’s needs. These materials are designed to support onboarding, compliance, and ongoing learning. It can include multimedia content, interactive elements, and assessments to reinforce learning outcomes.
- Knowledge-Base Content: We collaborate with you to develop concise and effective how-to content that accelerates the adoption of new processes and tools within your organization.

Next Steps:
Book a discovery call to discuss how we can help you optimize your organizational processes with tailored e-training that addresses your team’s unique needs.