Are You Ready to Level Up?
Our clients find working with us helps reduce the overwhelm and stress. It helps them feel empowered and secure knowledge they are doing a great job and can handle anything thrown at them. Clearing their plate of to-do items allows them the freedom to do what they do best, dream big, and create.
How to Level Up
Every client service is custom. This is why we have a Discovery Call, to chat about what is on your plate and how we can help clear that plate. Some examples of what our clients might have us help with:
Creating processes for working with leads and securing the sale, including software setup, implementation and training staff.
Creating client onboarding workflows and documenting processes for the execution of products and services.
Creating client offboarding and follow-up workflows, creating a smooth process for return business.
Developing social media strategies and marketing strategies to make it less time-consuming, more approachable, and better ROI.
Developing practices for onboarding and training employees, including ongoing training and check-ins to maintain a great team.
Streamlining client communications and developing and implementing boundaries by setting client expectations through new systems and processes.
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"Wendy keeps me sane. I have three different businesses and she helps me focus on the details so I can focus on the big picture."
Rod Baker, DFW Parties | DFW Neon | The Social Circle
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"Without Wendy, we’d be back where we were last year, overworked trying to figure out the right ways of managing our process and finding new ways every other month that didn’t make sense."
Andrew Leavitt, Ironic Reports
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"Wendy is an awesome sounding board! I know I can always count on her to give me an honest and objective opinion when it comes to making business decisions. She leans into her years of experience as an entrepreneur to help guide my thinking when I’m stuck at a crossroads, or whenever I need to see things from a different perspective. I truly value her foresight and professional guidance!"
Sarah Halterman, Realtor
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"Wendy has been the premier wedding planner in the North Texas area for 18 years. Before I started my very successful wedding business, I knew she was the one to contact, because she had the professional experience and expertise I needed. For 10 years, Wendy has been the first person I have called for any type of wedding advice from brides to weddings to customers to employees. She has been an invaluable source of information!"
Debi Ladd, Avalon Legacy Ranch
FAQs
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Actually, everything we do is remote! Unless you just want to come to our office to help you focus, we handle everything through Zoom meetings, Loom videos and work on any online systems you have directly. If you have something that actually needs us in-house, talk to us about it and we’ll see what we can do.
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Primarily, Wendy will be your main contact. We have other staff to help accomplish tasks and implement decisions made, but Wendy is your go-to gal.
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It depends on how much work is involved. First you’ll meet with Wendy in a complimentary discovery call, to discuss your needs and help set priorities. You’ll receive a custom proposal after your call, detailing the work that needs to be done and is usually built into phases. Payment is due as each payment starts, so the full amount is not due at once.
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A LOT. From creating or updating systems, finding software solutions, to marketing tasks and training employees, we are ready to help with what you have on your plate. If we don’t have the skills or feel there is someone that is a better fit though, we will absolutely let you know!
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We don’t create businesses from scratch. You have to own an existing business to work with us. We don’t replace employees as we are project based only and cannot be hired on a permanent basis. (Although we will absolutely help you create a position and get someone trained to do it for you.)
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Start by setting up a discovery call with Wendy by going here.
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Social media is often at the top of a boss list that can be overwhelming and time-consuming. Let us help break it down for you into manageable steps, develop systems to streamline it and even help decide whether you should outsource it.
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No! EED is alive and thriving! I will take less planning clients, but everyone else will still be serving clientele just as they always have. This is just a better way to service our vendor partners and our industry community. I’m further expanding what we offer the community.
