Welcome
Welcome to Helping You Flourish
I’m beyond excited about the opportunity to work together and help take your business to the next level. Here at Helping You Flourish, my goal is to make your business run like a well-oiled machine, allowing you to focus on what truly matters: growth, impact, and the parts of your business you love most.
Together, we’ll streamline processes, optimize systems, and build a foundation for sustainable growth. Whether you’re diving into The Next Level Strategy Session, or going all-in with Comprehensive Business & Growth Management, we’re embarking on a journey that’s going to free up your time, reduce overwhelm, and help you achieve exciting new milestones.
How We Work Together
I’m committed to making sure our work together is transparent and seamless, so here’s everything you need to know:
- Invoicing & Payment
Payment is due in full before services can proceed. Monthly invoices are sent on the 1st of every month and payment is due upon receipt. Prorated invoices will be issued for services beginning during the month. All payments are made through Bank Transfer. - Hours of Operation
My standard hours are Monday through Friday, 10:30 AM – 3:30 PM (Central Standard Time). During these hours, you can expect timely responses and support. Feel free to Email anytime! I’ll be sure to get back to you during work hours. - Progress Report
You’ll receive monthly progress reports detailing results delivered and actions taken to get there, so you know where your investment is going. - Refunds & Rollover Policy
Please note that I do not offer refunds or rollover unused hours from month to month. My time commitment to you directly affects my availability for other clients. This policy therefore ensures I can dedicate the necessary time to all my clients. - Confidentiality
Your business information is always handled with the utmost discretion and security. Confidentiality is central to our work, and you can trust that any sensitive details will be protected. - Password Management
I use LastPass for the secure sharing of passwords and sensitive information. All you need to do is set up a free LastPass account and share passwords to essy@helpingyouflourish.com. This ensures all access is safely managed and maintained. - Meetings & Communication
We’ll set up recurring meetings to ensure consistent communication and progress tracking. Additionally, we’ll have our monthly strategy calls to keep everything aligned and on track.
Perks of Partnering with Helping You Flourish
By partnering with Helping You Flourish, you’ll also enjoy perks designed to streamline your experience and maximize your results:
- Dedicated Support: You won’t be going at it alone. You’ll have direct access to a dedicated online business manager (me!) who knows your business inside and out, keeping everything on track and ensuring nothing falls through the cracks. I’ll be there to answer your questions, provide insights, and help clear the roadblocks.
- Customized Solutions: Every business is as unique as its owner. By partnering with Helping You Flourish, you’ll receive solutions tailored specifically to your business needs at every stage of growth, ensuring they are both practical and impactful.
- Strategic Approach: Our strategy sessions focus on the bigger picture, helping us align your day-to-day tasks with your long-term vision. We’ll plan ahead, address any challenges, and ensure that your business is always moving forward, with a clear path toward sustainable growth.
- Your Biggest Cheerleader: It’s my passion to see small business owners thrive! I’m committed to helping you win back your time, streamline your operations, and build a business that not only functions smoothly but also flourishes. Your success is my success, and I’ll be with you every step of the way!
What You Can Expect
All packages begin with a Complimentary Discovery Call. During our initial 30-minute call, we’ll dive into your business, identifying where you’re thriving and where additional support is needed. Based on our call, I’ll follow up with an order form or personalized proposal outlining the recommended package for your business.
The Next-Level Strategy Session
The Strategy Call
In this 90 minute session of dedicated, uninterrupted focus on your business’s needs, I’ll dive deep into your business, offering insights and solutions specific to your challenges. Here is where we’ll lay it all out. We’ll discuss your priorities, pain points, and opportunities for improvement. This session sets the foundation for our partnership and gets us aligned on goals.
The Audit
We’ll evaluate your current systems and strategies, pinpointing what’s working, what’s not, and where efficiency can be maximized. I’ll answer any questions you have, whether it’s operational roadblocks, client management hiccups, or tech-related frustrations. We’ll also review the tech platforms you use, along with practical recommendations to streamline your workflow and boost productivity.
The Action Plan
Within 7 days, you will receive a customized roadmap designed to simplify operations and fuel growth, with actionable steps you can start implementing right away on your own, with your team or by partnering with Helping You Flourish.
Follow-up Support
You will receive one week of email support following the delivery of your 90-Day Action Plan.
Partnering with Helping You Flourish
Should you choose to engage Helping You Flourish in the implementation of the 90-Day Action Plan, we will move to the 2nd stage, which is The Focused Project.
The Focused Project
The Focused Project is a dedicated 3-month implementation of your 90-Day Action Plan from the Next-Level Strategy Session. It’s designed to bring clarity, efficiency, and practical solutions to the table, focusing on what will have the most immediate impact.
The Full Audit
Over the next 90 days, I will dive deeper into how your business operates, evaluate your systems further, identifying what the priorities are and whether they align with the 90 Day Action Plan.
Introduction to The Team
This will be the time for you to introduce me to the team and for me to find my footing in the business.
Implementation of the 90 Day Action Plan
We will identify and fix immediate leaks to ease the pressure and lighten your load. We will then as a team, implement the 90 day action plan and lay a solid foundation for future projects.
Continuous Dedicated Support
The Focused project will enable us to identify whether we’re a good fit for ongoing monthly support. When we identify that we are, we’ll move into the 3rd Stage – Comprehensive Business Management & Growth Support!
Comprehensive Business Management & Growth Support
Our ongoing, month-to-month partnership focuses on long-term, sustainable growth. We work on refining systems, optimizing processes, managing your team, and planning for strategic growth—all while you get more time and mental clarity to focus on your bigger vision.
After the Next-Level Strategy Call and 3 month Focused Project, we’ll implement targeted improvements, set up Standard Operating Procedures (SOPs), and provide hands-on management of your systems, team, and projects to create a more efficient and scalable business model. This is where all the magic happens and I’m excited for the possibility of getting to this stage with you!