Streamlined Sales Process QuickHelp

Streamlined Sales Funnel QuickHelp

Can you relate to any of these common scenarios?

  • Your business is only “open” when you’re working.
  • Meetings with contacts or sales conversations are dead ends.
  • You ask for referrals but no one ever sends you any leads.
  • You’re not spending enough time on revenue generating activities.
  • You are trying to run your business & also take care of your family.
  • You need more time for self care, but feel like you can’t stop working.
  • You’re making connections with new people, but your website is out of date.

Create a simple, repeatable system to book clients.

Streamline & automate your sales process to work 24/7.


Your sales process allows you to gather information about your prospects & qualify them as being an IDEAL fit for your business. That’s right—you aren’t going to work with everyone.

A common mistake is to do a lot of networking and marketing without a good sales process—this is like building a brick wall between your potential clients and your revenue! Your sales process narrows down all of your contacts into the ones that are a good match your products or services.

Start with a simple setup that uses a pre-qualification form and online appointment booking. This makes your business open, 24/7—and you’ll get sales with less effort as you continue to expand your networking & marketing.

Advanced strategies can be added once you stabilize your cash flow. Ideas include promotion via social networking or email marketing that point to your simple sales process setup.

Attract leads & referrals with your brand.

The goal of your sales process is to reach your fastest path to profits.

  • Streamline your sales by setting up systems that work 24/7
  • Book your business solid with ideal clients that you love
  • Pre-qualify leads to spend less time talking to the wrong people

Setup systems that work 24/7 to book your business solid with ideal clients that you love.

Your sales process allows you to gather information about your prospects & qualify them as being an IDEAL fit for your business. That’s right—you aren’t going to work with everyone. Get a custom recommendation of tech tools & easy, repeatable steps to attract ideal clients & referrals.

From $500 or 2-payments of $250

An outside perspective will get you unstuck & focused.

Save your time, money & energy by taking the right steps forward!

There is no reason to stay overwhelmed!

When you are too close to the problem & working hard every day, it is extremely difficult to take a step back and look at things from a high-level perspective.

  • What should you keep doing?
  • What needs to change?
  • And how can you maximize your return on investment?

Work with me to figure out your path forward! Use my expertise to zero in what you need to do next to increase profits & decrease stress. I use a structured yet flexible approach to make adjustments to your brand. Over time, these add up to big results. Start with your next small step!

Get answers, tips & instant feedback!

Packages combine Strategy Sessions with Training—ACTION GUIDES, WORKBOOKS & CHECKLISTS covering all the basics. This will help you to gather your scattered ideas and help me to quickly understand the specifics of your business situation. Customize your plan with our phone calls & email follow-up.

Options from $250

Create your custom action plan!

Create your custom action plan!

  • I’ll select training for your specific needs. No need to sort through generic training trying to find the part that applies to your situation.
  • Use the action guides, worksheets, checklists & examples to gather your thoughts. This fast-forwards your plan transforming scattered ideas into a structured approach.
  • Work at your own pace. Use the training to prep for our call and to adjust your plan as needed.
  • Use a strategy call to review the worksheets, asking questions & brainstorming. I’ll provide examples, targeted tips, ideas & next steps. My outside perspective will break through your barriers.

eBOOKS, WORKBOOKS & CHECKLISTS to help you gather your ideas!

Take a look inside the training

Take a look inside the training

Take a look inside the training

Take a look inside the training

Take a look inside the training

Take a look inside the training

Work at your own pace, focusing on the elements YOU need most!

My package will jumpstart your sales process plan.

Add on additional strategy & design help as needed.

From $500 or 2-payments of $250


Strategy + Training Package Includes:


    Accelerate your success with support for your questions & specific challenges. Use the call to review your worksheets & focus on solutions. Quickly get unstuck by creating your plan to move forward.


    After our strategy session, you’ll also get support via email. I will answer your additional questions, support you as you implement new tactics & give suggestions if you get stuck (with no shaming)! Accountability to keep you moving forward!


    After our strategy session, you may have additional questions or need a review of how your message was implemented.
    Check back in to stay on track!


    Accelerate your success with online training! Get your ideas out of your head and into a plan. The training covers all of the essentials, so you can use your 1-on-1 time with me on specific solutions.
    Work at your own pace, and use my support to customize to your plan.


    I have years of experience to fast-forward your brand building process. Recommendations for marketing, networking, sales, design, websites & productivity. Use on your own or get my help. Save your time, money & energy by not having to figure everything out yourself!


    Need more help with your marketing & brand? Find out how we can work together to support your business growth. Get a custom recommendation of strategy, brand identity, design, marketing & training. Get your outline for the next 90-days and options for future phases.

From $500 or 2-payments of $250



This package is designed to get you started on your most urgent challenge. At any time, you can add time with Brand Builder Blocks (30-min, 2-, 5-, 10- or 20-hours) to get more help with strategy, branding, design or tech setup.

Additional training is also added with each Block. I can also recommend additional packages for specific needs. This creates a totally customized plan to work with your goals, budget and schedule.

What my clients are saying…