This package is designed for agency owners who need structured support building the internal
foundation of their business. It is focused on mentorship, agency organization, workflow
development, administrative structure, and preparation for growth. This package is for clients
who need more than strategy, but are not yet purchasing a full drafted policy manual.
Includes:
Two Zoom mentorship sessions per month for 2 months
Total of 4 Zoom sessions
Guidance on agency structure and development
Administrative workflow guidance
Client intake process guidance
Staff onboarding guidance
Compliance readiness guidance
Business organization support
Session recordings, if applicable
Included Forms & Support Documents May Include:
client intake form Included Forms & Support Documents
staff onboarding checklist
administrative workflow Included Forms & Support Documents
service documentation Included Forms & Support Documents
organizational guidance tools
Choose this package if:
you need structured mentorship and agency development support
you want help organizing your business systems
you need help with intake, onboarding, workflow, and internal structure
you want guidance plus Included Forms & Support Documents
you are not ready for a fully drafted policies package yet
Important Note:
This package includes mentorship and Included Forms & Support Documents only. It does not
include a full Agency, Staff, and Client Policies & Procedures Manual.
This package is designed for agency owners who need structured support building the internal
foundation of their business. It is focused on mentorship, agency organization, workflow
development, administrative structure, and preparation for growth. This package is for clients
who need more than strategy, but are not yet purchasing a full drafted policy manual.
Includes:
Two Zoom mentorship sessions per month for 2 months
Total of 4 Zoom sessions
Guidance on agency structure and development
Administrative workflow guidance
Client intake process guidance
Staff onboarding guidance
Compliance readiness guidance
Business organization support
Session recordings, if applicable
Included Forms & Support Documents May Include:
client intake form Included Forms & Support Documents
staff onboarding checklist
administrative workflow Included Forms & Support Documents
service documentation Included Forms & Support Documents
organizational guidance tools
Choose this package if:
you need structured mentorship and agency development support
you want help organizing your business systems
you need help with intake, onboarding, workflow, and internal structure
you want guidance plus Included Forms & Support Documents
you are not ready for a fully drafted policies package yet
Important Note:
This package includes mentorship and Included Forms & Support Documents only. It does not
include a full Agency, Staff, and Client Policies & Procedures Manual.