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Services

There’s more than one way to make things work better.

Whether you want a fresh set of eyes, have something you’re ready to build, or want ongoing support as your business evolves, there’s a way we can work together.

let’s find your place to start ↓

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The Bright Start

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Starter Audit

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A fresh set of expert eyes on how things are running behind the scenes. I’ll take a close look at your systems and workflows, uncover opportunities you may not have spotted from inside the day to day, and give you a clear plan for what I’d recommend next. You keep running the business. I’ll obsess over how it runs.

WHAT'S INCLUDED

✓ A deep dive into your current workflows, team, and goals
✓ Review of your current workspace + supporting processes

✓ Personalized findings + recommendations
✓ Prioritized next steps and quick wins
✓ 60 minute walkthrough of everything I found
✓ 5 business days of follow up support

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Already using Asana? Even better. I can dig into your existing setup to uncover ways to make it work even harder for you.

TIMELINE

Typically 7-10 business days

INVESTMENT

Starting at $550

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The Sunbeam Setup

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Systems + Workflow Build

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Have something you wish worked a little differently? Let’s build it. Whether you know exactly what you want or just what you want to be able to do, I’ll create the right setup around the way your business actually works. You bring the “I wish we could...” I’ll handle the “here’s how.”

WHAT'S INCLUDED

✓ Planning + scoping around your build
✓ Custom Asana setup designed around your business
✓ Relevant automations + organization
✓ Testing + refinements
✓ Final walkthrough + handoff
✓ Post build support for questions + minor refinements

A FEW THINGS WE CAN BUILD TOGETHER

Turn the processes you’re already doing into workflows that are easier to follow, repeat, and hand off.

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Think things like:

  • Client onboarding + offboarding

  • Client delivery

  • Content + marketing

  • Requests + approvals

  • Recurring operations

  • Internal team processes

Don’t see exactly what you need? That’s okay. Tell me what you wish your systems could do, and I’ll figure out what we need to make it happen.

INVESTMENT

Custom Scoped • Projects starting at $750

Every build is scoped around what you actually need, so your final investment will reflect what we’re creating together.

TIMELINE

Varies by build, most builds completed within 2-3 weeks

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New to Asana? No problem. All Sunbeam systems and workflows are built in Asana, and I’ll make sure you know how to use what we create. Curious why I build in Asana? →

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The Radiance Retainer

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Ongoing Systems Support​

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Your business keeps changing. Your systems are allowed to change with it. I’ll stay in your corner to maintain, refine, and improve what you already have as new needs and priorities come up. Because “we’ll fix that eventually” has a funny way of becoming six months from now.

WHAT'S INCLUDED

WHAT MIGHT WE WORK ON?

✓ Monthly planning + priorities call

✓ Ongoing maintenance + refinement of existing workflows

✓ Focused support around the priorities we map out each month

✓ Email communication as needed to keep active priorities moving

  • Adjusting a workflow as your process changes

  • Refining templates or recurring tasks

  • Updating existing automations

  • Making small improvements that have been sitting on your list

NEW AROUND HERE?
An audit of your existing setup will be added first so I can get familiar with how everything works.

HAVE SOMETHING BIGGER IN MIND?
New workflows, dashboards + larger builds can be scoped separately, with preferred pricing for Radiance clients.

COMMITMENT

INVESTMENT

3 month minimum

Then month to month from there.

Starting at $1,000/month

Pricing varies on workspace size

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oh hi, you made it all the way down here

Still thinking, “Lis, just tell me what I need”? Good news: you don’t have to figure that out on your own. Tell me what’s going on, and we can use the discovery call to find the best place to start.

“I’ve seen her take scattered processes and turn them into a high functioning, streamlined system where just a few clicks can trigger an entire workflow. She has a real talent for turning complexity into something clear, practical, and easy to maintain.”

Kirsten Robbins
Founder, The Pin Bar

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