HOW IT WORKS

1.

WE TALK

  • A complimentary consultation [20 minute phone call]
  • The purpose: To have a preliminary discussion around needs, and to mutually decide if we’re a good fit
  • If we are a good fit, we move on to Step 2

2.

WE MEET

  • $149 in-person, $99 virtual
  • Needs Assessment form completed
    1. Identification of client goals and organizational challenges
    2. Tour area(s) of concern
    3. All your questions answered
    4. Discuss informal action plan
    5. Move on to Step 3

    3.

    WE AGREE

    We mutually agree and commit to each other.

    • A SOS Services package is selected
    • We schedule your first session
    • An agreement for services is prepared and executed
    • Move on to Step 4

    4.

    WE GET TO WORK

    Here’s where the rubber meets the road.

    What you can expect as we work together:

    • Confidentiality
    • Respectful interactions and undivided attention
    • Expert navigation and hands-on help
    • Help identifying what stays and what goes
    • A focus on “everything has a place, and everything is in its place”

    5.

    WE MAINTAIN 

    Maintenance is critical for long-term organizational success.

    The SOS Maintenance Program

    6 month or 12 month program with scheduled monthly check-ins

    • Offers accountability
    • Reduces backsliding
    • Provides ongoing support
    • In-person or virtual “spruce up” visits (additional charges apply)

    YES, HELP ME SIMPLIFY MY LIFE!

    Complete the form below to schedule your FREE consultation or to ask any questions.
    You will be contacted within two (2) business days, excluding Sundays.

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