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Services
The Productivity Boost
For busy entrepreneurs who need reliable, hands-off support.
Starting at $800/month
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Package includes:
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20 hours of assistance per month
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Email management & filtering
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Calendar scheduling & event coordination
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Task reminders & to-do list management
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Social media engagement (responding to comments/messages)
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Basic data entry and organization
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*All services and deliverables are fully customizable and may be adjusted to fit the CEO’s specific needs and priorities. Packages are flexible to ensure support aligns with your business goals.
The Growth Accelerator
For business owners who want to streamline processes and drive efficiency.
Starting at $1200/month
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30 hours of assistance per month
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Everything in the Productivity Boost Package plus:
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CRM management & customer follow-ups
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Content creation support (blog posts, captions, emails)
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Social media scheduling & content repurposing
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Client communication management
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Simple project management & task delegation
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*All services and deliverables are fully customizable and may be adjusted to fit the CEO’s specific needs and priorities. Packages are flexible to ensure support aligns with your business goals.
The Executive Edge
For busy entrepreneurs who need reliable, hands-off support.
Starting at $1600/month
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This package includes:
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45 hours of services per month
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Everything in the Growth Accelerator Package plus:
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Advanced calendar & inbox management (responding on your behalf)
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Workflow automation & system optimization
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Monthly performance analytics & reporting
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Full client management (onboarding, updates, and communications)
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SOP development & process documentation
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*All services and deliverables are fully customizable and may be adjusted to fit the CEO’s specific needs and priorities. Packages are flexible to ensure support aligns with your business goals.
The Business Audit
For business owners who want clarity, strategy, and systems that scale.
Starting at $700 + HST
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Comprehensive audit with actionable insights across:
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Business operations review – workflows, processes, and tech gaps
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Marketing & sales funnel evaluation – strategy, content, and conversion analysis
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Competitor comparison and performance insights
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Detailed action plan and strategic roadmap to move forward confidently
Dubsado / Wellness Living System Build-Out
A customizable build to create a fully optimized, branded, and automated system to manage your clients, workflows, and team efficiently.
Starting at $1500 + HST
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Deliverables:​
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Audit of existing Dubsado or Wellness Living setup (if applicable)
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Identify gaps, inefficiencies, and automation opportunities
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Evaluate client journey, forms, contracts, invoices, and workflows
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Map full client process: inquiry → onboarding → service delivery → follow-ups → offboarding
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Build automated workflows within Dubsado or Wellness Living
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Design and implement branded templates for proposals, packages, contracts, invoices, and emails/workflows
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Document step-by-step procedures for key platform tasks
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Guide implementation to ensure smooth adoption by your team
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Streamline automations for triggers, email sequences, task assignments, and recurring workflows
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Assign responsibilities and permissions for team members
What working together looks like
1
Discovery Call
We jump on a call to discuss your current business needs & where you currently need support.
2
Proposal
We'll present a customizable quote geared towards your business and answer any outstanding questions you have.
3
Strategy Phase
You've signed the contract and we begin the implementing our strategy to elevate your brand.