Our Process
What it’s like working with Chandrea’s Concierge
No matter what package you choose, we’re here to help you identify pain points and bottlenecks in your business and use systems and automations to help you grow and scale. We ensure that our recommendations are tailored to YOUR business. Once you learn these strategies, you'll never go back to the old way of doing things.
After working with us you’ll have a streamlined processes and workflows, peace of mind, and organized systems to automate your business and relieve the stress of the day while the boss is away.
Step One- Evaluate
We sit down and evaluate what you’ve currently been doing, what systems you’ve been using and what you would like your workflow to be like
Step Two- Automate
Our team takes all of your feedback and puts it into action.
I implement the necessary systems and automate key pieces of your business like appointment scheduling, client follow up, client onboarding and CRM
Step Three- Document
In order to scale and hire your processes need to be documented in order to ensure consistency and accuracy. In this step, your standard operating procedures are created and you are taught how to create more as needed.
SOP Creation
In just 90 days, we’ll draft up a set of custom, fail-proof SOP’s specific to your unique business and processes.
Dubsado & Honeybook Set Up
Allow me to automate your appointment setups, email responses, lead communications and other workflows using a seamless CRM setup.
Personal Consultations
Our services are designed to get you organized with efficient, customized, and automated workflows and processes that keep your business in a state of consistent FLOW.
You Won't Be Disappointed!
Meagan has been amazing in helping with my business. Everything from getting my logo, finding freelancers, and even finding clients. She’s always stepped in where I couldn’t find the time to do things that were important to the survival and growth of my business. She’s also helped simplify some processes that made things a lot easier on me. I would definitely recommend her services. You won’t be disappointed.
–Morgan H., Accountant and Bookkeeper