Startup Success Series

Are you just starting your business or are you already deep in a trenches with a laundry list of operational tasks that you should complete? As an experienced founder and operator I know the importance of a good foundation, and I can provide you with the support that you need.

I’ve put together the following offerings to help founders tackle important (yet tedious) tasks. Whether you need help with one thing, or ALL the things, I am here for it.

Expand each offering to see what’s included & cost:

  • Navigate the complexities of business formation. Included in this service:

    • Business setup checklist

    • Delaware incorporation execution

    • Operating agreement or bylaws

    • Equity pool creation

    • Incorporation document package

    • Registered agent and EIN formation

    • Legal team recommendations

    COST: $500

    * Filing and registration fees not included

  • Create clarity and consistency for your employees and consultants with a customized team handbook that includes:

    • New hire onboarding checklist

    • Team directory

    • General company info including company overview, social codes, password expectations, confidentiality, benefits, pay schedule and leaving the company

    • Remote work policy or office rules and expectations

    • Distributed work profiles

    • Communication expectations

    • Time off policy

    • Expense policy

    • Other general policies (incl: standards of conduct, discrimination and harassment etc).

    COST: $1500

  • Map out and optimize every touchpoint of the customer journey to ensure an exceptional experience. Includes refining onboarding processes, customer success SOPs, and feedback collection systems.

    • Review of your existing customer journey

    • Build a visual map of your customer journey

    • Provide detailed recommendation for areas to optimize

    • Customer support system selection and setup

    • Customer success SOPs and training materials

    • Reviews and/or feedback collection plan

    COST: $3000

  • Maximize the potential of your advisory board with a clear framework for engagement.

    • Engagement structure recommendations

    • Advisor agreement template

    • Guidance on advisor equity

    • Advisory board management templates

    COST: $500

    * For an additional fee: advisor position descriptions, search and interviewing support

  • Ensure seamless collaboration with a customized setup of Standard Operating Procedures (SOPs) and communication systems.

    • Review of current state of your businesses internal comms and systems

    • Project management tool setup

    • Internal wiki tool setup & populate with existing materials

    • Internal messaging platform setup (typically Slack) with recommended channels

    • Video messaging and meeting recording system recommendations and setup

    • For remote companies: development of distributed work profiles

    • If needed: Gsuite setup support

    • Training manual to include structure of communication systems, expectations and processes for usage

    COST: $2500

  • Making the decision to close your business is not easy; when it’s time, do it with confidence and compliance partnering with a founder who has been through it.

    • Customized plan based on your business

    • Dissolution checklist

    • Templates and trackers across the entire process

    • Wind down cost estimates

    • Timing outline

    • Guidance on board and shareholder communications

    • Templates for communication with vendors, employees, customers, creditors

    • Referral to partner legal and final tax return specialists

    • Weekly check in call

    COST: $5000

  • Set your org up for success with Optimize operations with curated vendor and system recommendations based on experienced usage. Implementation services also available.

    • Collaboration: Monday, Asana, Trello, Wrike

    • Communication & Coordination: Slack, Teams, Zoom, Loom, Fireflies

    • Documentation: Notion, Google Workspace

    • CRMs & Sales: Salesforce, Monday,

    • Email: Klaviyo, Braze, ​Mailchimp

    • Customer Support: Front, Zendesk, Chatbots

    • SMS: Attentive, Postscript, Community

    • Website & E-Commerce: Shopify, Squarespace

    • Automation: Zapier, Run Alloy

    • Accounting and finance teams and systems

    • Legal teams and Law Firms

    COST: VARIES BY PROJECT / SYSTEM

Areas of Expertise

strategy & operations

Business formation guidance
Brainstorming partner
Action planning
Operational infrastructure
Financial modeling
Distress financial models/wind-down planning E-commerce operations
Best practices
Process & SOP development/improvement Knowledge base
Hiring process design
Team training/handbook development
Team structure

Something else bogging you down? I can help in many different areas. Let’s chat about how I can support. Book an intro call.

marketing

Project management
Marketing technology stack evaluation
Market & competitive research
SMS marketing
Experiential Large scale events
Go-to-market planning
Surveys & User Studies
Onboarding Audits
Website building

+design resource available

systems

Organization Systems
Internal Team Management
Email Platforms
CRM
Sales Pipeline & Tracking
SMS Ops & Messaging
E-commerce
Automation
Applicant Tracking (ATS)
OpenAI

+more… and happy to learn new systems!

Additional Offerings

Explore:

  • Designed for CEOs and business ​owners focused on developing their ​business from a strategic standpoint. ​Allocate 2-4 hours for in-depth ​discussions on strategic planning and ​operational improvements.

    Receive a comprehensive follow up ​outlining a step-by-​step roadmap, and strategies to ​transform your vision into reality. Take action.

  • Do you feel somewhat in control of ​your business but are uncertain about ​how to enhance efficiency or reclaim ​more of your time?

    We will delve deep into your current ​systems, internal processes, and team ​structure. This includes a dedicated ​one-on-one call to discuss my ​observations and insights.

  • An end-to-end solution for the ​implementation of new system(s), ​ensuring a smooth, white-glove ​experience.

    We’ll talk through your ​needs and then I’ll handle all aspects ​of implementation. Once completed, ​all you need to do is log in and begin ​your work effortlessly.

  • Let’s chat. I specialize in crafting comprehensive go-to-market strategies or supporting you on specific projects. I’m an expert at experiential planning for major live events.

  • Is there a part of your business that's got you scratching your head, needing a bit of fine-tuning, or maybe you just don't feel like tackling it alone?

    Why don't we have a friendly chat and see if I can lend a hand? 😊👍

    Book an intro call

“A jack of all trades is a master of none, but oftentimes better than a master of one.”

- William Shakespeare