No stone unturned, no corner untouched, from top to bottom we'll work together to build your completely personalized time management system from the ground up so you can walk away with a system that leaves you feeling organized and empowered.
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We'll determine your unique planning type using our proprietary assessment.
We believe everyone falls on a different place on what we call the "structure-flexibility spectrum", meaning everyone thrives with differing amounts of flexibility/structure in their lives. We'll determine your unique planning type using our proprietary framework and use it as the foundation on which to build your personalized time management system.
Step One
We'll select the processes, strategies, and workflows that align with your planning type and your goals.
Using your unique planning type as the base, we'll work together to dig deep into the details and data to uncover the processes, strategies, and workflows that will serve as the backbone to the three key areas of your time management system: planning, project management, and energy management.
Step Two
We'll build out your personalized time management system from the ground up in Notion.
Once we've solidified the underpinnings of your time management system, we'll get to work on building out your time management system in Notion, our task management software of choice. Filled with your personalized processes, strategies, and workflows, your Notion workspace will set you up for a sustainable balance of life and business — no sacrifice necessary.
Step Three
Here's how it works.
Deliverables
Deliverable #1
A personalized time management system built out in Notion
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The cornerstone of any time management system, your planning system will be customized based on your unique planning type and will encompass everything you need to plan out your time in days, weeks, months, quarters, etc. It will include artifacts such as your task backlog, your planning processes, and key planning metrics such as your velocity that will make planning out your time quick and easy.
Planning System
Your bespoke time management system will be completely customized to your needs and will be comprised of the following components.
Your project management system provides a centralized way to manage and track all your tasks. From simple tasks to projects that involve multiple moving parts or lots of little pieces, your project management system will encompass everything you need to manage small-scale, medium-scale, and large-scale projects such as sub-tasks, task linking, project status tracking, and more.
Project Management System
The best laid plans won't do much for you if you don't have the energy to act on them. Your energy management system will contain everything you need to ensure you can maintain your optimal energy levels and execute consistently and successfully on your projects and plans including energy maps, mood trackers, cycle trackers, and more.
Energy Management System
Deliverable #2
A complete set of documentation
A full set of written + video documentation explaining how to use your Notion workspace to include: detailed outlines and quick references of your personalized processes, strategies, and workflows, how to track and use your metrics, etc.
Add Ons
Business Management System (+$750)
Whether you generate content for Instagram, Facebook, Pinterest, your blog, your podcast, or anything in between, this content management system contains all the content management artifacts you need from content creation to publishing to tracking your performance metrics.
Content Creation System
Everything you need to manage your business, added directly into your Notion build. Your business management system will be comprised of the following components.
Your client management system contains everything you need to ensure your clients have a smooth experience all the way from onboarding to offboarding. From client birthdays to their favorite order at Starbucks, your client management system will help to ensure nothing falls through the cracks so your clients always feel supported and seen.
Client Management System
If your brand is the driving force behind your business then your brand management system is its engine. From brand messaging to podcast pitches to brand colors and brand values, your brand management system contains everything you need to ensure a consistent brand experience for your community.
Brand Management System
Timeline
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We'll review your application. If we believe we're a good fit for each other, we'll send you an extensive onboarding questionnaire asking for the specifics in what you're looking for in a time management system.
We'll hold a kick-off call via Zoom where we will review your expectations to ensure we're all on the same page, and we'll also determine your unique planning type using our proprietary assessment.
We'll spend some time selecting the processes, strategies, and workflows we think will work best for your planning type and present them to you during a Zoom call. You'll have the opportunity to provide feedback, and we'll make the necessary changes. We'll also send you an extensive questionnaire gathering the requirements for your Notion workspace.
We'll spend a couple of weeks building out your Notion workspace to your exact specifications, and we'll send you various pieces along the way so you can see how the build is shaping up and provide any feedback you have along the way.
We'll meet via Zoom to present your final Notion workspace and walk you through its usage. You'll have an opportunity to ask questions, give feedback, and request small-scale changes.
You're welcome to engage in 2 weeks of Slack support in case you have questions about using your Notion workspace. Once you've spent some quality time using your Notion workspace, you'll also have the option to schedule a 2-week follow-up call where you'll have the opportunity to ask for additional small-scale changes.