Add-Ons
Custom Solutions to Accelerate Growth
Add-ons are offered as a one-time, flat rate fee you can layer onto any package.​
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Sometimes your business needs a specific system, process, or tool outside the scope of your monthly package.
Add-ons are designed to give you exactly what you need, from quick wins that save you time, to transformational projects that create sustainable growth.
Choose the option that fits your stage, and I’ll deliver a solution tailored to your team.
Small
Quick Wins & Easy Upgrades
Branded Template Pack
Project plan, branded presentation deck, and retro chart tailored to your business
Customized Checklist Pack
Standardized checklists for client and employee onboarding, ensuring nothing gets missed.
SOP Library Starter Kit
Three to five additional SOPs documented in a clean, usable format for consistent processes.
Medium
Systems That Boost Daily Efficiency
Client/Employee Onboarding System
Forms, templates, and workflows (automation if needed) to simplify and standardize onboarding.
Quarterly Strategy Facilitation
A ½-day or full-day leadership session with prep materials and a follow-up report to reset goals and priorities.
Large
Transformational Projects
Full System Migration
Move data, workflows, and teams into a new tool. Pricing varies by complexity and number of users.
Custom LMS Course Build
Design and author one course module in Rise 360 or your LMS platform to expand learning opportunities.
End-to-End Tech Stack Setup
Build an integrated ecosystem that connects CRM, project management, finance, communication, and automation tools. May extend into ongoing support.
