1:1 Systems & Automations Strategy Session

Let's Get to work!

Reserve a 1 hour Business Systems Strategy Session with Jenna, METHOD Assistants Founder & Business Operations Strategist.

Jenna has been an innovator in the field of Virtual Executive Assistant support & systems with a focus on Real Estate Professionals, since 2016 & is a 22 year veteran in Business Management & Administration.

Who needs this session?

• Agents and Entrepreneurs..

  • Who have been winging it, but are ready for real systems

  • Who bounce between 59740572 apps every day & would love to identify a centralized hub + get your other platforms talking to each other

  • With some systems, but no or few automations helping to relieve the workload

  • Without clear and automated lead intake and nurture flows

  • Without clear and automated past client nurture flows

How does it work?

This Guided & Collaborative Session is an opportunity to have your questions answered, receive assistance in creating or revamping your business organization strategy, discuss or demo automations, troubleshoot areas of your businesses systems that you may be struggling in, or set the framework for your custom Systems Build Out with METHOD.

Utilizing our METHOD Systems Assessment OR by going off of your known questions or needs, we'll take a look at your business from every angle & create a game plan you can dive into right away on your own, or by working with METHOD.

What do you get?

Prior to your Session: Jenna performs an initial eval/research to get an understanding of your business, niche, current lead flows, software use, etc.

After your session: Jenna provides a Wrap Up which includes:

• Session video recording and A.I. transcription

• Notes and recommendations from the session

• Access to internal templates & Method guides or processes applicable to your systems or automation needs

• Customized Strategy, visual mapping, and/or project outline to elevate your systems as DIY project or by building with Method.

BONUS: If you choose to move ahead with a Systems Build from METHOD, $149 of your Session Fee goes towards your Build Out!

TIPS FOR A GREAT SESSION:

• Come prepared; create a list of your top questions, needs, goals or areas of your business you'd like to focus on.

• Ensure your business website, systems, software, docs, etc. are all logged in & ready to roll.

• Message me anything you'd like me to review or have access to, at least one day prior to our Session.

• Be brave! This is a shame-free zone. Maybe you have NO systems. Maybe your systems are a total mess. The more important place to feed your energy & attention is that you're taking the first step toward improving them! When you leave this session, you'll have a clear action plan & will be on your way to thriving in your business.

Booking Policies:

• As we often book out 1-2 months in advance, I do my best to open up additional appointments. After booking, message me and I'll do my best to help us coordinate a sooner date/time.

• No refunds or credits.

• You may join on the Zoom at anytime during your 1 hour Session window. It's wise to join a few minutes before your start time to ensure you make use of your entire 60min. session.

• If you join late, you may still utilize the time remaining in the session. The session will not be extended or adjusted due to a late start.

• A No Show results in forfeit of your payment & session time. You will need to pay & book again if you miss your Session.

MTM does not administer financial advice of any kind, nor do we advise on matters outside of our direct scope. MTM accepts no liability in our Clients' independent business decisions before, during or after a Session.