Small Business Portfolio

Need: Actionable strategy for 2022 to achieve nonprofit goals.

Solution: 4-hour Strategy and Action Planning Workshop with the nonprofit Board. Included goal development & alignment, understanding current state, and brainstorming activities to achieve goals.

Result: Stakeholder engagement and alignment with action plan to achieve goals.

Need: Spend more time on profit-driven activities and less time managing a business.

Solution: Full analysis of current operations and the ideal state. Identify and implement platforms to streamline activities that were slowing down operations.

Result: Time savings of 20 hours per month with new systems in place.

Need: Hand off critical monthly programming activities to focus on overall strategy.

Solution: Monthly retainer to develop and deliver regular templated programming for internal and client use.

Result: On time monthly programming that fully aligns with business needs, without lifting a finger.

Need: Automate CRM and project management system.

Solution: Researched platforms for best matches, populated with workflows and applied automations for a flawless photography client experience.

Result: Annual cost reduction estimated at $4,000/year in time savings and fees from switching platforms.

Need: Reduce redundant efforts and move away from operations management-by-excel.

Solution: Developed a database for multi-employee access and ensure secure storage of billing data. The system automatically generates the required month-end reports. Annual database maintenance updates by Brie.

Result: Estimated employee time-savings of 150 hrs / year.

Need: Hands-off lesson booking system that aligns with client's inconsistent and busy schedule.

Solution: Populated a scheduling platform for lesson clients to book their own lessons and introduced new group package options. Regular schedule updates managed by Brie for an entirely hands-off experience.

Result: First year increase in lesson business of 275%.

Need: Project management to develop systems to support new yoga practice, move away from manual management via Venmo and spreadsheets.

Solution: Managed and supported customized website development with scheduling, payment, communication, and video library.

Result: Hands-off systems development with estimated time savings of 200 hrs / year.

Need: Structured business plan and management systems development

Solution: Initial business plan and business model development, market outreach and next steps support. Ongoing consulting support to develop management systems.

Result: Actionable business model and plan to start up operations.

Need: Align booking systems and add structured yoga teacher training to available offerings.

Solution: Set up booking systems software for the various websites to speak to one another and automatically update availability. Added teacher training component to website.

Result: Time savings of 400 hrs / year in manual efforts to update booking websites.