Step 1

Free Assessment

We meet virtually for a 15 minutes assessment, to see if we are a fit for what you need. If you sign on, you will be emailed materials to get started right away.

Define & Discover

Step 2

Meeting 1: We meet virtually to define the scope of your project and discover the gap between where you are now and where you want to be.


Step 3

After our first meeting, I will design a personalized plan for you. You can accept the plan as is or modify to suit your needs.


Step 4

Meeting 2: We meet to go over your plan. Then you implement the plan by doing the work of organizing yourself, guided by a tip sheet. I'll be right there with you, email me your questions anytime. 

Step 5


Meeting 3: On project end date we meet one last time to debrief. We discuss your maintenance plan and celebrate your success!