The Inner Circle
The investment, for relief you’ll feel tomorrow.
Deliverables
Internal team management + delegation support
Product sourcing (gifts, swag, vendor coordination)
Event coordination + logistics (virtual or in-person)
Ongoing CRM optimization and maintenance
Weekly planning + leadership
Alignment calls
Starting at $3000/mo.
Our Promise
Hand over the chaos (we can handle it). Walk away with a tamed inbox, a simplified schedule, and the feeling that someone finally “gets it” and has your back.
Inside the Process
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Inside the Process •
30+ Hours Freed and Finally Leading Like a CEO
Service-Based Business (Finance, Coaching, Consulting)
Impact Snapshot
Strategic Ops
Team Delegation
Visibility Support
“Having someone I trust to lead the internal pieces gave me the freedom to focus on growth and for the first time, I actually had space to breathe. I’m finally focused on revenue-generating projects again and I’m not sacrificing weekends to keep the business afloat.”
The Gap:
Managing the team, scrambling for events, backend tools collecting dust. Growth on the outside, chaos inside. Our client came to us needing relief and we provided presence, preparation, and space to lead.
The Guidance:
Streamlined team roles and responsibilities
Implemented delegation systems + tracking tools
Optimized project workflows and client-facing processes
The Growth (60 Days):
Saved 30+ hours/month in decision fatigue, delegation, and admin
Delivered two major client-facing projects with zero bottlenecks
Founder could focus on CEO-level visibility + thought leadership
Team clarity led to faster project turnaround
From daily management to big-picture strategy, our services are built to simplify, streamline, and scale your business.
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Inbox and calendar management
Scheduling calls, appointments, and travel
Task and project tracking
Workflow setup and optimization
SOP creation and maintenance
File and folder organization
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Inbox and calendar management
Scheduling calls, appointments, and travel
Task and project tracking
Workflow setuResponding to client inquiries and follow-ups Coordinating with internal teams Onboarding and offboarding workflows Sending reminders and updates Internal communication supportp and optimization
SOP creation and maintenance
File and folder organization
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CRM research, setup, and maintenance
Backend cleanup and organization
Delegation roadmaps
Process documentation
Ongoing system optimization and maintenance
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Virtual and in-person event logistics
Vendor research, outreach, and scheduling
Product sourcing and fulfillment
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Social media engagement
Community management
Light content coordination with your marketing team