Custom, repeatable project templates for seamless client delivery.
SO YOU AND YOUR TEAM CAN MASTER EACH CLIENT PROJECT WITH EASE.
A Custom Project Template is for you if you areβ¦
π Running a small team: Even if it's just you, a trusty VA, or a handful of freelancers.
π Drowning in work: The to-do list is never-ending, and you barely keep your head above water.
π Nervous about growing your team: New team members might add to the chaos instead of easing it.
π Just trying to survive each client project instead of doing your best work each time.
After you start using your new Project Template, you will find that youβ¦
π Ensure everyone on your team (including you) knows what they're doing and when.
π Stop overpaying for wasted team time when things are laid out efficiently.
π Boost team performance by giving your team the tools to shine.
π Get stuff done faster and wrap up projects like a pro.
π Make your clients happy by delivering top-notch results every time.
I will set up a custom, repeatable Project template for you in ClickUp or Asana so you can master each client project with ease.
Oh hi,
π Iβm Devin Lee
Iβm the high-energy hype woman whoβll bring a calm oasis to your quickly growing business.β
I love finding the holes and sticky points in a business and patching them up.
I love elevating business owners to their next level.
I love watching a newly well-oiled business do its thing.β
But most of all?
I love seeing my clients feel well supported (and well rested) as their business grows.β
Let me set you up with your bespoke systems.
whatβs included?
-
Sets the foundation for the entire process, ensuring alignment with your business goals and needs.
-
The cornerstone of the service, providing clarity and structure to your project workflow.
-
Inside of your Project Template, you will have a Project Overview Doc. This centralizes all important project information and links for easy access and organization.
-
Guides you and your team through every step of the process with clear Standard Operating Procedures.
-
Ensures easy access to necessary resources within each task.
-
Offers additional support and guidance throughout the process.
-
Concludes the collaboration with essential training on how to utilize the new system effectively.
-
Empowers you and your team to navigate and maximize the benefits of the new system confidently.
-
Provides ongoing support to ensure a smooth transition and continued success.
π£ What folks are saying
βI loved your energy and enthusiasm, and how prepared you were! You were so patient as I worked through kinks and trouble spots, and provided excellent feedback and mirroring about my stuck points while providing tangible solutions. Amazing!β
Veronica Bishop, Bishop Content Studio
HOW DOES THE MAGIC HAPPEN?
1. Onboarding Questionnaire
You complete the onboarding questionnaire, giving me all the info I need to get us started.
2. Dive Deep in Our Kickoff Call
We'll meet for 90 minutes, digging into your biz goals and needs, and map out your project flow in detail.
3. Share Your Stuff
Iβll compile a list of all of the Supporting Materials we need for the Project Template. You will then pass over any client forms, templates, or links you've got. And if you're missing something, don't worryβwe can whip it up together!
4. Create Your Template
Using Asana or Clickup, I'll whip up a project template that's super clear for your team, with all the tasks and phases laid out.
5. Build Your SOP Library
Iβll create an SOP (Standard Operating Procedures) library for your project template and show you and your crew how to use them like pros.
6. Offboarding + Training
When everything is complete, we will hop on a recorded offboarding call to make sure you and your team are ready to use your new setup. Plus, you'll get 30 days of support and a handy offboarding guide!
π£ What folks are saying
βI love how you're a flexible and creative thinker β and that you were willing to partner and brainstorm with me to come up with solutions that really fit my specific business. I can't tell you how much I appreciated that. You were flexible and accommodating. You took the time to understand my business and were able to take into account the particular needs of my business.β
- Diane Tarshis, Founder of Startup Distillery
Now, let me address a few burning questions you might have:
-
A: I work best with folks who
π« Have a small team - maybe just an assistant or a few contractors - and are looking to support them better
π« Like to get SH*T doneπ« Provide services with REAL value so their business is growing quickly
Iβve worked with event planners, non-profits, coaches, designers, marketers, social media managers, podcast managers, copywriters, and beyond!
-
A: I take the time to get to know your business and understand your unique needs and goals. I'll work closely with you to design and build systems that are tailored to your specific situation and designed to help you achieve your desired outcomes.
-
A: Our clients typically see a significant improvement in their client interactions, team productivity, and stress during a project in general goes WAY down!
-
A: My top choices for Project Management tools are Asana and ClickUp, and I am proficient in both.
-
A: EVERYTHING listed in the βWHATβS INCLUDEDβ section of this page is an investment of $3000
-
A: Projects can be done as quickly as a few weeks - however! The speed truly depends on how quickly you are able to get me the things I need to build (such as supporting materials, answering any questions I have, etc).