WORKFLOW AUDIT
vip day
SYSTEMS & OPERATIONS MANAGEMENT
Visual workflow map of your processes documented for you.
Strategic action plan that you can implement immediately.
Video recordings of each call for life.
90-minute strategy session to create an action plan that will solve for gaps and inefficiencies and get you closer to your goals
90-minute workflow audit to analyze your current systems and processes, and pinpoint gaps and inefficiencies
Pre-strategy session questionnaire.
WHAT’S INCLUDED
If you’re feeling stuck and unsure about what move to make next, the workflow audit + strategy session will give you the clarity you need to move forward with confidence. We’ll spend 90 minutes together reviewing your business goals and creating a strategic action plan so you can start making progress and stay on track.
Investment: Starting at $497
SYSTEMS & OPERATIONS CONSULTING
vip day
SYSTEMS & OPERATIONS MANAGEMENT
workflow audit
Creation of up to five standard operating procedures (SOPs)
Lifetime access to the video training library so you understand your new tech and automations.
60-minute follow-up call after 30 days to ensure you thrive with the new workflows.
60-minute training call at the end of the day so you understand the work we did.
Implementation of new systems and workflows in one workday.
45-minute kick-off call to start the day.
60-minute workflow audit prior to the VIP Day.
In-depth questionnaire to prepare for the VIP Day.
WHAT’S INCLUDED
We can create massive operational changes within your systems and processes in one day together. We can focus on any one area within your systems you’re struggling the most with, so you walk away feeling confident about your backend systems and workflows. After a VIP Day, clients save at least one hour per week through strategically built automations.
Choose your VIP Day track: Workflow Automations in a Day, Launch Plan OR Launch Set Up in a Day, or CRM Build in a Day
Investment: Starting at $1,500
SYSTEMS & OPERATIONS CONSULTING
SYSTEMS & OPERATIONS MANAGEMENT
workflow audit
vip day
Creation of up to 5 Zaps for automations per month
Video library with training on the tech you get access to life.
Creation of up to 5 standard operating procedures (SOPs) per month.
Overhaul of current systems and optimization of tech stack
Bi-weekly strategy check ins
90-minute strategy session to create an action plan
90-minute workflow audit.
WHAT’S INCLUDED
In this three month retainer, we act as your strategic advisor to bring your business ideas to life. We’ll make sure your business is operating at maximum efficiency through strategic planning, systems implementation and/or overhauls, streamlining client processes, and more. If you’re a business owner ready to solidify the foundations of your business, and learn how to simplify things along the way, this is for you
Investment: Starting at $1,000/month
SYSTEMS & OPERATIONS CONSULTING
Slack support 9:00am - 4:00pm Monday through Friday
SYSTEMS & OPERATIONS MANAGEMENT
vip day
workflow audit
Slack support 9:00 AM - 4:00 PM Monday - Friday.
This retainer equates to 20hrs/mo of work
Creation and mangement of up to ten standard operating procedures (SOPs) per month.
KPI management
Day-to-day management of operations, systems, projects, tech, and automations
Bi-weekly project progress calls.
Monthly strategy session to prepare for upcoming month
90-minute strategy session to create a 90-day plan of action.
90-minute workflow audit.
WHAT’S INCLUDED
In this three month retainer, we are entirely hands-on inside your business to bring your business ideas to life. We’ll make sure your business is operating at maximum efficiency through strategic planning, systems implementation, streamlining client processes, and more. If you’re a business owner ready to scale to the next level of business, this retainer will give you exactly what you need.
Investment: Starting at $2,500/month
SYSTEMS & OPERATIONS CONSULTING
don’t let tech hold you back from reaching more people who need you.
If you’re stressing over systems, Google-ing your way through tech, and getting overwhelmed about the back-end operations of your business, it might be time to give yourself some grace, girlfriend. You have so much to share with the world–
“Ruby has been the biggest blessing to me and my business! As a small business owner it's often difficult to make every decision and work through every project alone. Ruby provided the expertise, advice and hands on help to assist me with my biggest business projects and challenges. Fit Books Consulting has allowed me to focus most on why I started Sara Bucks Movement (to teach feel good fitness), rather than spending so much time on administrative and technical tasks. The help Ruby has provided has improved my clients experience with my membership and other offerings as well as helped me get closer to my ultimate lifestyle and financial goals!”
- Sara, Sara Bucks Movement
“Ruby is so incredibly kind, supportive, and knowledgeable. She is readily available to help with just about anything that you need her for and she is passionate about helping businesses grow. We use Slack to communicate & she is so efficient with managing all of my systems from her end (I have no idea how she does it!). I'm honestly so glad that I was introduced to Ruby because I don't know how I would have got my online business up and running without her. I rely on her every single month to continue helping me manage my business and her services are absolutely worth it. I recommend Ruby to everyone I know that is starting an online fitness business - she is THE BEST!”
- Hayley, Pelvic Goddess by Hayley
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
We’ll never leave you hanging. After we work together–whether a VIP Day or three-month retainer–we’ll provide training and support to ensure you’re successfully using the new systems we created.
SUPPORT
Depending on how we’re working together (which service you select), we’ll start implementing the business or tech system your business needs to scale efficiently.
IMPLEMENT
Based on what we discovered during the audit and your business goals, we’ll create a strategy for implementing three of your top priorities.
STRATEGIZE
After you become a client, we’ll dive deep into your current systems and processes. We’ll note what’s working–and what’s not–and report back all the gaps and inefficiencies that may be holding you back from business growth.
AUDIT
Grab your lemon water, and let’s hop on a quick call to chat through your business goals. We’ll talk through how we can support you best, and we’ll determine if we’re a good fit for each other!
DISCOVERY CALL
What systems are you currently familiar with?
I know I need help, but I'm not sure which service is best for me. How do I decide which service to pick?
Is the Strategy Session included in the other services?
Is a systems strategist like a Virtual Assistant (VA)?
A systems strategist specializes in creating and implementing systems that help you manage the backend of your business, clients, teams, and projects. They work closely with business owners to build, revamp, or refine backend processes.
What the heck is a systems strategist?
What systems are you currently familiar with?
I know I need help, but I'm not sure which service is best for me. How do I decide which service to pick?
Is the Strategy Session included in the other services?
Not quite! A systems strategist will create the systems and processes a virtual assistant needs to work with you. We always recommend investing in a systems strategist before a VA. Systems Strategists will evaluate your existing systems and implement more streamlined systems and processes that work for you. VA’s generally perform tasks you assign to them and generally don’t have the expertise of a systems strategist.
Is a systems strategist like a Virtual Assistant (VA)?
What the heck is a systems strategist?
What systems are you currently familiar with?
I know I need help, but I'm not sure which service is best for me. How do I decide which service to pick?
Yeah, girl! So the Strategy Session + Workflow Audit is included in all services but we do also offer it as a standalone service if you want to "go on a date first". If you choose to move forward with one of my Done With You or Done For You packages, the price will be rolled into whichever package you choose
Is the Strategy Session included in the other services?
Is a systems strategist like a Virtual Assistant (VA)?
What the heck is a systems strategist?
What systems are you currently familiar with?
Let's get you booked for a discovery call so that we can learn a little more about you and your business. Together we can determine what makes the most sense for you.
I know I need help, but I'm not sure which service is best for me. How do I decide which service to pick?
Is the Strategy Session included in the other services?
Is a systems strategist like a Virtual Assistant (VA)?
What the heck is a systems strategist?
Oooof–a lot! Here is a list of the systems we have a lot of experience with. That being said, we are always down to learn new systems and explore new tech that may support your business best!
What systems are you currently familiar with?
I know I need help, but I'm not sure which service is best for me. How do I decide which service to pick?
Is the Strategy Session included in the other services?
Is a systems strategist like a Virtual Assistant (VA)?
What the heck is a systems strategist?