Project
Management

With our do-it-with-you coaching approach, we go at your pace. Because our method is process-driven, we know that it’s going to take 5 sessions with us to work through everything you need. If you want further support on any part of the process, we can add additional sessions.

We love this question! While it’s tempting to want to have someone do everything for you, no one knows your files like you do. We’re not just creating categories and putting files in folders. We’ve tried that approach and found that it leaves you dependent on us because it’s not designed for how you think, but how we think. Instead, we design a digital workspace around how your business works today and where you want to go tomorrow. And to do that, we need to work together.

‍

We believe that your file structure should reflect how your business works today. This keeps it lean and focused so it takes fewer clicks to find what you need. The purpose of an archive is to house files not pertinent to your day-to-day, but may need to be referenced in the future.

Because we do it with you, you are in the driver’s seat. We work with you to identify files no longer useful, but you will be the ultimate decision-maker in what gets deleted.

We believe files are best organized when they are in one place. During our Discovery Call we will assess your unique situation and come up with a plan to consolidate where your files are located.

Since the primary work we do is done with you in session, the majority of the time this answer is no. There are a few exceptions. For example, if you hire us to migrate your data to a centralized platform we would need access to them. We can go over all the details in our Discovery Call.

Typically we work with a point person for the entire team, or one per department. Together in our Discovery Call we learn more about your team's needs to develop the best plan for you.

For the majority of businesses we work with, yes. For advanced organization best suited for a database, we have resources to refer you to. We also have references for personal photo & video needs.

We recommend Google Drive the most, but there are specific cases where we would recommend another platform. A Discovery Call will help us identify your needs for one platform over another. 

We can help you migrate to most cloud platforms.

No, we recommend using 1Password instead of your browser’s password manager. It can do much more than your browser such as team/family sharing and integrating 2-step verification in the app. 1Password is more secure and easy to use than anything else we’ve come across.

They’re only as safe as the passcode on your phone. If I see you type in your phone’s passcode, I can access all of the passwords in your phone’s manager. 1Password provides a higher level of protection.

We do not recommend Lastpass. It is a decent alternative but isn’t as robust, doesn’t have 2-step integration, and isn’t as user-friendly as 1Password. Additionally, it has been subject to multiple system-wide hackings and lacks the level of encryption found in 1Password.

Yes! It’s Windows, Mac, iPhone, and Android compatible.

We do not. 1Password has a fee that you’ll pay directly to them. The fees we charge are  one-time, project based. 

1Password is our recommended app and they do not have a free version. 

With 1Password, it’s easy to share with others. When someone updates a password, it syncs for everyone who has access to it. If you integrate your 2-step verification code, they’ll have access to that too. No more tracking down who got the text verification sent to their phone!

With 1Password, you control which logins are shared and which users they’re shared with.

1Password offers a secure share feature that expires after the amount of time you choose.

We work with all email platforms. Not all platforms are equal, so we’ll have some questions and possible recommendations during our Discovery Call once we find out what your needs are.

Yes! Part of our process for workflow optimization is helping set up email folders, filters, auto-responders, and templates based on your individual needs.

You better believe it! We do this all the time, and it’s one of our first tasks.

Yes! A big part of our process is reducing the amount of unwanted emails you receive daily so you can focus on the important work!

Yes. We’ll address this in our Discovery Call.

Absolutely. Inbox zero is a byproduct of a healthy inbox, not just a buzzword. 

Yes. We set up Google Workspace and migrate email from most platforms.

Yes. In addition to email organization we help with email security and encryption on multiple levels; including spoofing protection from hackers and implementing internal passwords and 2-step verification standards for your company. You can learn more about how we help with passwords and security here.

Our email organization offering is designed for individuals. We’ll focus on one inbox at a time. Pricing for additional inboxes is determined nearing the end of the process. What we’ve found, is once our clients go through the process very little additional help is needed for the other inboxes. 

The program aims to help small businesses improve their project management skills, leading to better organization, efficiency, and overall success.

The program is designed for small business owners, managers, and team leads who want to enhance their project management abilities.

The program duration may vary depending on individual needs and progress, but typically it consists of several sessions over a few weeks.

Yes, the program can be tailored for individuals or groups, depending on the specific requirements of your organization.

There are no specific prerequisites; however, participants should have a basic understanding of their business operations and goals.

We typically work in Asana and Clickup; the coaching will be focused on concepts and strategies that can be applied using various project management tools. Contact us if you have questions about another platform.

The program pricing varies depending on the number of participants and sessions. Please contact us for a customized quote.

Yes, the coaching program can be customized to address the unique challenges and opportunities within your industry.

You will learn how to effectively plan, organize, and manage projects, as well as how to prioritize tasks, collaborate with teams, and adapt to changing circumstances.

While the program doesn't offer a formal certification, you will gain valuable knowledge and skills that will serve you and your team for years to come..

Coaching sessions are conducted only online, typically via Zoom.

Sessions can be scheduled at a mutually convenient time for both the coach and the participant(s). We’ll provide a scheduling link to book sessions.

Please contact us through our website or email to discuss your needs and get started with the program.