Ops In A Box Accelerator Program

This accelerator prepares you for:

• Time Management and Productivity: Unlock time management techniques and productivity hacks to help you achieve more in less time, enhancing your overall efficiency.

• CRM-Driven Mastery: Learn the use of CRM to manage your leads pipeline. This ensures you maintain a clear perspective on your prospects and their journey within your business ecosystem while providing them with an exceptional customer experience.

• Project Management Fundamentals: Immerse yourself in project management using a tool tailored to your unique needs. Acquire the skills to navigate projects seamlessly, ensuring nothing falls through the cracks.

• Strategic System Implementation: Create key systems that are essential to your business’s success, allowing more time and readiness to seize additional opportunities.

“Remember you created a business not a busy mess" — Kaleena K.

What you will get...

Gain access to personalized 1-1 coaching with me, addressing your specific needs in CRM implementation, project management, and operations building for 6 weeks.

• 1-1 Coaching Calls (video/phone) of at least 1- 2x per week for a total between 6-12 sessions. You choose how much or little you need or what your schedule allows.

• CRM Build will consist of creating one using a platform

• Project Management will consist of setup & training

• Operations 101 will consist of a build of 1 system from the following list:

  • Digital File Storage System

  • Hiring & Onboarding System

  • Client Management System

  • Standing Operating Procedure (SOP) from a current system* subject to review

The best of: “Done For You (DFY) & Done With You (DWY)”.

Participation Expectations:

• Complete a pre and post questionnaire.

• Attend at least six (6) coaching sessions.

• Submit a testimonial.

• Be featured in a case study (optional)

Note: Payment plans are available upon request as well as need-based scholarships as available.

Ops In A Box FAQs

• What's the difference between Done For You (DFY) and Done With You (DWY) ?
  DFY means I take it off your plate entirely (e.g. the CRM build). DWY means we strategize and build it together (e.g. project management setup, your ops system) so you understand and can maintain it after.
  

• Who is this for? New solopreneurs and small business owners/co-owners, 0–3 years in business, primarily North America (all time zones welcome).
  

• Which industries and focus areas do you serve?
  Both online businesses and in person businesses as follows:

  • Service-based businesses — coaches, consultants, freelancers, practitioners

  • Creative businesses — designers, photographers, stylists, event planners

  • Early-stage product/e-commerce businesses — for backend systems (CRM, order/client tracking, ops)

  • Mission-driven organizations — nonprofits, community-based founders

• Is there a refund policy? It's a one-time payment and work begins on Day 1 (Thursday), so there are no refund.s If and when life gets in the way, we can arrange to reschedule to the next accelerator start date or extend the 6 weeks to a mutually agreeable 12-week timeframe.
  

• Can I use my own CRM or PM tool? Yes! I have experience with the following tools:

  • Airtable

  • Acuity Scheduling

  • Asana

  • ClickUp

  • Dubsado

  • GoHighLevel (or white label variant)\

  • Honeybook

  • Hubspot

  • Jotform

  • Monday.com

  • Typeform

    Note: Some of these platforms require a paid subscription. You will need to pay for these at your own expense.