Welcome

Thank you for booking your discovery call! I am thrilled at the possibility of partnering with your business! I strive to provide you with an unparalleled experience, turning your business visions into a reality. Working together, we lay out a goal, create tasks and ensure your business is poised for growth.

One of my goals is to provide the individualized care needed to launch your business to the next level. In order to make our relationship as successful (and enjoyable) as it can be, I put together a quick Welcome Kit.

This Welcome Kit is a simplified way to introduce you to how I work with my clients!

In this Welcome Kit, you’ll find:

  1. How I work!

  2. Perks of working with me!

  3. How to get started!

I’m looking forward to the possibility of a very successful working relationship. If you have a question at any point, please contact me at lindsay@lindsaybgarvin.com.

To our success,
Lindsay

how i work:

I work to ensure that your goals are met!

Hours of Operation
I understand the beauty of working remotely, but I’m not naive to its very specific challenges. To ensure that I’m always responsive to your needs, my hours of operation allow seamless collaboration with Eastern Standard Time & Central Standard Time.

Confidentiality
I adhere to a strict confidentiality code and no information will be divulged to a third party.

Meetings
Your time is valuable, and so is mine. In the event that you need to change or cancel a scheduled meeting, I require 24-hour notice. In turn, I promise to honor our appointments in the same way and be on time as well.

Payment & Invoicing
All payments on service hours are paid upfront using Stripe. Invoices are sent electronically on the 1st of the month. All services are prepaid and work will commence once payment is received.

Refunds
When you buy a package of time with me, I commit to having enough time available to serve you. My commitment to you affects how I work with my other clients. For that reason, I don’t offer refunds on unused hours or allow unused hours to roll over.

Sharing Passwords
To safely exchange passwords, I use LastPass. I ask that my clients set up an account so that they can securely share their passwords with me. Please share passwords with: lindsay@lindsaybgarvin.com

The perks:

Collaboration is important to me! I want to hear from my clients and keep fresh ideas rolling!

All calls and emails will be returned within 24-48 hours during business days (Monday to Thursday).

That means I will:

  • Respond to e-mail and phone messages promptly

  • Follow-up with clients to ask for feedback

  • Make recommendations and offer solutions

  • Go the extra mile to make my clients happy

Turn Around Times
Project and task turnarounds vary depending on the specific requirements. I make an effort to handle all new projects and tasks within 48 hours of receiving the required information. We always inform you of when you can expect projects and tasks to be completed. If you make changes to the original task or project, the amount of time required to complete the project is subject to change.

Project Management Tools
I am happy to work with your PM tool if you’ve already established a routine (i.e. Basecamp, Asana, etc.). I will manage your project on my side with Clickup. If you do not have a project management tool, I will loop you into my Clickup.

We’re diving deep into successes, pain points and the nitty-gritty of your business. Time to lay it all out.

getting started:

1 | The Discovery Call

I want to learn where you are in your business. Where do you feel you’re succeeding and where do you feel you’re lacking support? This complimentary 30-minute session is the first step towards understanding your needs and assessing whether we are a good fit for one another.

Based on our discovery call, I will send you a custom proposal and suggest the right Online Business Management package for you. The proposal will include my rough insights, pinpoint potential projects and next-step recommendations.

2 | The Getting Down to Business Strategy Call

This one-time, 60-min strategic planning session with me is mandatory for all packages to kick off our working relationship.

This is your opportunity to lay it all on the table and let me know exactly which areas of your business you want to improve, how you think your team & projects can be better managed and what systems you want to put into place to make your business run smoothly. It is also my opportunity to evaluate your needs, your team & projects.

We are now a team. As a team, I want to identify what can be taken off your plate simply and effectively.

3 | The Audit

Suit up! This is where we get serious. During the first 90 days, I do a full audit of all your business’ processes. During the first two weeks, I look at files, procedures and strictly observe how your beautiful business operates. The absolute earliest any implementation will occur is two weeks after the Getting Down To Business Strategy Call.

This is a time to show me examples of how you operate, introduce me to staff and allow me to find my space.

4 | The first 90 days

I hone in on what makes your business flourish! I am also on the lookout for which sections need polishing, where money is wasted and which processes need implementation. I want to make sure your business is reaching its full potential and no tasks are missed.

During this time, I’ll fix immediate leaks and lay the foundations for future projects.

5 | Manage ongoing tasks

Once we have spent some time in the nitty-gritty of your business, I will help create Standard Operating Procedures (SOPs). These beautiful work-of-art documents map out exactly how to execute and automate routine tasks. The SOP is given to a staff member who takes that job off your plate so you can get back to the part of the business you love (or you can even book a vacation!). We can also discuss any further specific business needs!

ongoing:

Time to get moving! I want to set up action items and start making things happen.

My project and retainer packages are based on a combination of Online Business Management and Implementation, which can include the following:

  • Project & Team Management

  • Systems Building & Standard Operations Procedures

  • Recruiting & Vetting Employees/Contractors

  • Strategy sessions and ongoing meetings (I recommend at least one monthly call)

  • Email Marketing Setup

  • Membership Area Setup

  • Ecommerce Setup & Website Integration

  • Autoresponders & Sales Funnels

  • Website Maintenance

Please note that my base project and retainer packages start at $1250.00/month.