consulting + implementation
Supporting small businesses with the strategy + systems needed to efficiently run the “behind the scenes” work ~ that's what we do. Why do we geek out to this part of the business? Because we truly believe it's where the magic really happens!
As our client, we link arms with you to become your trusted right-hand. With fresh eyes and over two decades of experience, we design a game plan for the operations of your business, and support you along the implementation process if needed.
We know you started your business with a passion and a purpose. Focusing on streamlining some of your operations allows you to more fully embrace that passion without being weighed down with out-of-date processes, or maybe no processes at all {no judgment ~ been there, done that}.
Handing you a strategic plan and saying “Good luck!” isn’t our style. We want to be in the trenches with you ~ that’s why the heart of what we do is based on meeting you where you're at.
A Dreamer + A Doer is here to help bring the vision of your business to life.
that you're constantly overwhelmed and weighed down by a never-ending to do list?
slowed down by out of date and/or undocumented processes?
to stress less?
to grow your business?
to be more present in the here + now?
consulting Services
book your brain dump
Payment for this consult is due in full at the time of booking.
This consult is designed to get everything related to your business needs + goals out of your head and create an implementable plan on paper. Your 'Next Steps Strategy' will be delivered to your inbox within 5 business days so you {and if applicable, your team} can begin implementing your grow-forward plan, starting with those top 1-3 areas of focus that are needed to move the needle forward.
WHAT YOU CAN EXPECt
Initial 2-hour Brain Dump Consult over Zoom or in-person
Customized Next Steps Strategy tailored to fit your business needs + goals
what's included
This is a monthly investment. 6 month commitment required. Monthly auto payment required.
This package is an extention of our Brain Dump Strategy which is a requirement before moving forward with this service.
- Brooke Winings
"my purpose is to serve the woman i used to be"
As driven, working women, who lead in so many areas of our life, it's hard to show up as one person {who seemingly feels like she has to have it all together all the time}. Whole-Person Development Coaching was designed with this exact woman in mind. This coaching + mentoring program is designed to support the ambitious, success-minded, people-pleasing, tired, procrastinating, and heart-centered woman in ALL areas of her business + life.
WHAT YOU CAN EXPECt
what's included
This is a monthly investment. 3 month commitment required to begin. Monthly auto payment required.
Initial 2-hour Kick-Off Consult
Customized growth strategy tailored to your business + goals
(2) 2-hour Done With You strategy + implementation sessions per month w/ the Dreaming + Doing team
Unlimited support in-between sessions with our team
what's included
This package is an extention of our Brain Dump Strategy which is a requirement before moving forward with this service.
Side-by-side expertise, plus time + accountability on the calendar every month to create and implement a strategy custom designed to improve the back-end operations of your business ~ including business growth & sustainability, client experience, finances, marketing, process/SOP development, and more...plus a safe place to discuss, learn, and grow along the way!
WHAT YOU CAN EXPECt
CLIENT MANAGEMENT SYSTEM ~ get the full details here
Dubsado
EMAIL MARKETING ~ get the full details here
Flodesk
PROJECT MANAGEMENT ~ get the full details here
Asana
ClickUp
Full-Service Implementations take an average of 60-90 days. 50% deposit required at time of contract signing.
Custom full-service design + implementation of selected system(s)
Strategic onboarding, detailed + efficient implementation, hands-on training + supportive offboarding.
30 days of email support after offboarding is complete
systems we implement
what's included
This package is an extention of our Brain Dump Strategy which is a requirement before moving forward with this service.
Learn more here
Business Administration + Organization
Change Management
Financial Management
Interim Leadership
Market Research
Marketing Strategy + Support
Process Optimization
Project Management
Strategic Planning
Team Management
Technology Integration
Vendor + Supplier Management
6 Month Agreement
services include
*required for consideration
number of happy clients
advanced certifications
number of educational events per year
cups of {reheated} coffee per day