Organized Systems for Relaxed Success
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Organized Systems for Relaxed Success *
Running a business doesn’t have to feel overwhelming. At The Cozy OBM, I’m here to help you create calm, organized systems so you can focus on what truly matters (like watching a Disney movie on the couch with your kids while your business continues to run in the background). Here’s a peek at my simple, streamlined process:
HOW WE’LL WORK TOGETHER
My Process
1. Discovery Call
We’ll start with a friendly, no-pressure discovery call. This is your chance to share your business goals, challenges, and the areas where you need support. During our conversation, we’ll discuss:
Your current systems and processes
(or lack thereof)
Areas where you’re seeking support
How I can help you build simple, effective systems
Pricing, timelines, and potential next steps
By the end of our chat, we’ll both have a clear idea of whether we’re the right fit to work together!
2. Proposal Review
After our call, I’ll put together a personalized proposal that outlines:
The scope of work and your goals
Expected outcomes for your business
A timeline for getting started
Pricing details and payment terms
Once you’ve had a chance to review the proposal, we’ll make any necessary adjustments. When you’re happy with the plan, you’ll sign the contract and submit your initial payment to lock in your start date.
3. Getting Started
It’s time to make your systems cozy and stress-free! We’ll kick things off with a call to handle the essential admin tasks:
Sharing necessary logins and access
Reviewing your current systems
Outlining our next steps and action items
From there, I’ll step in to manage the details while you take a well-deserved break. Whether we’re crafting SOPs, streamlining processes, or overseeing daily operations, I’ll keep everything running smoothly.
Ready to create a calm, organized business?
Book your discovery call today, and let’s build systems that fit you—without the hustle or overwhelm.
My Services
The Cozy Business Plan
This is typically how most clients begin working with me and includes:
- Vision and goals mapping
- 12-month business plan
- Fully built Asana dashboard for task and project management aligned to that plan
- Loom walkthrough of your final deliverables
This service gives me a full understanding of where your business is now, where you want to go, and what systems are needed to support that growth.
Implementation is not included in this service. However, many clients continue working with me through a retainer Director of Operations partnership or project management support to bring the plan to life.
Investment: $1,500
This isn’t about giving you more to do—it’s about making sure you’re doing the right things in a way that feels good. Let’s take the next step together.
Investment starts at $2,000/month
The Cozy Retainer
This is a scope-based monthly retainer, not an hourly agreement. Areas of support may include:
- Project Management
- HR (Talent, Diversity & Hiring)
- Financial oversight
- KPI tracking and reporting
We’ll identify focus areas, create a First 30 Days Plan, and outline ongoing expectations.
Don’t worry if you’re not sure exactly where you are in your business. During our discovery call, we’ll put together the perfect package to get you running things in a way that makes sense for you!
I manage projects from beginning to end, including:
- Identifying requirements, stakeholders, and team members
- Creating project plans, timelines, and budgets
- Organizing everything inside a project management tool
- Overseeing execution and delivery
This service is ideal for one large initiative or several smaller projects within a defined scope. Once the project is complete, my involvement ends unless we transition into a retainer partnership.
Investment varies based on project scope
Project Management
Asana VIP Day: Simplify Your Tasks, Organize Your Life
Asana is a project and task management tool that helps you stay organized and on top of deadlines. My Asana VIP Day provides a customized system to fit your needs so you know exactly what tasks to focus on and when. No more guessing where to start your day.
Investment starts at $399
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An Asana VIP Day is for anyone who wants a better way to manage tasks and projects—whether for business, school, or daily life. This service is ideal for:
Business owners who need a streamlined system to manage projects and tasks efficiently.
Busy parents juggling schedules, appointments, and household responsibilities.
High school and college students looking for an organized way to track assignments, tests, and deadlines.
Anyone managing large projects or recurring tasks who wants a structured, stress-free approach.
If you’ve ever felt overwhelmed by everything you need to keep up with, this is for you.
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Without a clear system, tasks pile up, deadlines sneak up on you, and keeping track of everything becomes overwhelming. A well-organized project management system can help you:
Keep track of important deadlines without relying on memory.
Manage recurring tasks efficiently, so nothing gets overlooked.
Reduce stress by having everything organized in one central place.
Increase productivity by breaking projects into clear, manageable steps.
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During your Asana VIP Day, we’ll work together to create a customized project management system tailored to your needs. This includes:
Setting up Asana from scratch or optimizing your current setup.
Organizing tasks, projects, and deadlines for better clarity.
Automating recurring tasks to save time and effort.
Building out templates for business processes, school assignments, or household planning.
Providing personalized training so you feel confident using your new system.
By the end of the day, you’ll have a system that makes managing tasks easier and more efficient.
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A project management tool like Asana isn’t just for businesses—it’s for anyone who wants to stay organized and in control. With Asana, you can:
Get a clear overview of your tasks and projects in one place.
Prioritize and plan ahead with structured workflows.
Reduce overwhelm by creating a system that works for you.
Boost productivity by streamlining how you manage tasks.
Instead of trying to keep track of everything in your head, let’s build a system that works.