Our Process · How we work together
You don’t need a perfectly organized business or a finished list of tasks. Bring the things that keep landing back on your plate. We’ll find the right place to begin.
Here’s what to expect ↓
Let’s figure it out, together.From the first conversation
We start with a discovery call to understand your business, the support you’re looking for, and whether we’re a good fit.
This conversation helps us choose the next step. Detailed analysis and a written improvement roadmap are part of the separate, paid Business Operations Review & Roadmap.
You’ll receive a proposal outlining the scope, deliverables, responsibilities, pricing, and next steps.
Before work begins, we’ll agree on communication, access, and how progress will be reviewed. Services are prepaid; work begins once payment is received.
We’ll work through the context behind the tasks, clarify priorities, and confirm the people, information, and tools involved.
You’ll help by introducing relevant team members, sharing existing processes, and arranging secure access through 1Password.
The right shape of support
A focused project and an ongoing operations partnership have different rhythms. We’ll agree on the right approach before starting.
The paid Operations Review, GHL builds, and other standalone projects have their own agreed scope, kickoff arrangements, deliverables, and timeline.
Implementation is priced separately from the Operations Review. Changes to the agreed work are discussed before proceeding.
We begin with a 60–90-minute strategy and kickoff session. The first 90 days give us time to understand processes, team working patterns, and opportunities for improvement.
After that period, we’ll review the retainer. The fee may increase or decrease to reflect the support needed. This onboarding period does not automatically apply to standalone projects.
A shared plan
The little things
that keep us moving.
In your corner, Charity
Once we’re underway
We’ll choose the communication channel and update schedule that fit our working relationship. You’ll know what is moving forward, what needs a decision, and what comes next.
I’m happy to use your existing project management system. If more structure is needed, we can set up or improve Trello, Asana, ClickUp, Notion, or a similar tool based on your needs.
Where documentation is part of the engagement, we’ll capture the steps, responsibilities, and handoffs. We’ll review what is working and adjust the agreed support as priorities change.
For GoHighLevel builds, AutomationWorx is my preferred supplier.
A few practical details
Monday–Friday
9 a.m.–5 p.m. EasternSupporting clients worldwide
We’ll agree on communication and response expectations for our working relationship. There is no required messaging platform.
My office hours are Monday through Friday, 9 a.m.–5 p.m. Eastern Time. Urgent requests outside normal hours are considered case by case; out-of-hours availability is not guaranteed.
I treat your business information as confidential and won’t share it with a third party without your express permission. Our agreement will set out confidentiality expectations for the engagement.
I use 1Password for secure credential sharing. Please arrange access through 1Password using charity@consideritdonebyme.com, rather than sending passwords through ordinary email or website forms.
Services are prepaid, and work begins once payment is received. For monthly services, invoices are sent electronically on the 15th of the preceding month and are due on the 1st.
Current payment options are check, bank transfer, Zelle, or Wise. Payment instructions will be provided with your invoice. A card checkout or payment processor is not currently offered on this website.
Standalone projects have their own agreed scope and timeline. Any changes to the agreed work will be discussed before proceeding.
Ongoing operations engagements include the initial observation and retainer review described above; standalone projects follow their own agreed arrangements.
Retained time is reserved for your business, so payments are non-refundable except as described here. Either of us may end the contract with five days’ notice.
If I end the engagement while agreed deliverables remain outstanding, I will complete those commitments or refund the outstanding balance for the unfinished work.
Tell me what’s getting stuck, what you’re working toward, and where you could use support.
Book a discovery callOr email charity@consideritdonebyme.com.
Still exploring?
Explore the Operations Review, systems projects, ongoing leadership, and additional business support.
Explore services ↗WeMeet’s free Business Bottleneck Breakthrough is a separate member benefit, focused on one pressing issue and a practical next step.