Turning Your Ideas Into Tasks and Managing Those Tasks Into Consistent and Elevated Client Experiences and Seamless Launches

Focus less on completing manual tasks, overseeing deliverables, and managing timelines. Focus more on sales.

“I just love barely making deadlines, manually completing tasks, delegating recurring tasks to my team, overseeing all the steps for my projects, and managing the workflow for each client.” - said no CEO ever

If this is what you had in mind when you began your business and are good with maintaining it, there’s no need to read any further.

I believe you’re here because you no longer want this to be your reality though. You know you can’t continue to be and do all the things.

You started out being guided by your vision but you’re now guided by your to-do list. As a result, your client experience leaves a lot to be desired, you’re exhausted, your growth strategy is on hold indefinitely, and you’re leaving money on the table.

Hire us as your #accountabilitypartners, #facilitators and you will:

★ offer a more organized and consistent service fulfillment experience

★ have more satisfied clients

★ present as a more professional brand

★ have someone keeping track of where things are

★ have someone to keep YOU on track with getting stuff done

★ gain time back to work in your zone of genius and get creative

★ have time to implement your growth strategy

★ spend less time working in your business and more doing things which fulfill you

★ have a dedicated person to diagnose bottlenecks before it impacts deliverables or stalls your launch

★ have a dedicated project manager who can also repair the tech your project is dependent on

Investment: starts at $947 per month

Project Management

We partner with you for a minimum of 3 months to build, manage, and lead your projects to execution.

This service provides you a dedicated project manager for 90 days (mandatory 3 month retainer). Includes project management tool set-up with milestone setting, budget tracking, task management, task assignee communication and management, deliverables, due dates, and routine status meetings.

This service is for you if you:

  • need someone to help keep your business or YOU organized; or help with overseeing tasks and meeting deadlines

  • have multiple clients going through your client management workflow and/or lead time-consuming projects

  • find it challenging to delegate and monitor the work of your team and vendors

  • have no idea how to use project management tools

Download our Services & Investment guide here for more detail on pricing and services.

Tech Packages

Get rid of your tech overwhelm with one of our tech packages

  • SOP documentation

  • customized forms and templates

  • form build and automation

  • integrations

  • presentations

  • basic video editing

  • CRM and other tech maintenance

  • and more

What tools do we work with? Check here.

Download our Services & Investment guide here for more detail on pricing and services.

Investment: $447 half day; $797 full day

VIP Days

You’re busy. Your task list is long. Or you just don’t wanna do it. I get it! Skip the line and get dedicated tech assistance or task support. We can do that one thing or those few things at our day rates.

Includes: 30 days of SLACK/email support for full VIP day

Those things you’ve been putting off - give them to us go get done in one (half/full) day.

Projects we can work on include:

  • Website Refresh: upload new images, edit text, update hyperlinks, integrate forms

  • Email Marketing: build email sequences, build and connect landing pages, segment contacts

  • CRM: add canned emails, sync calendars, payment integration, organize forms

  • Project Support: planning session, build project in PM tool

  • Punch List: Everything else! Data entry, Zaps, presentations, project template, and so on.

    Copy not included.

What tools do we work with? Check here.

Download our Services & Investment guide here for more detail on pricing and services.

Luciana’s experience and relatability stood out. She was very organized and felt more like a partner instead of a contractor. There are things that I didn’t know which she didn’t make me feel bad about having to ask for clarification on because she’s professional and communicates well.

- Lindsay T., Fierceified Agency (@fierceified.agency)

★ ★ ★ ★ ★

Download the Services & Investment Guide

Grab the comprehensive pricing guide to help you decide if a partnership with Co-Pilot Concierge is right for you.