
Plan Packages
Plan Packages
Because our main focus is to streamline and systematize your business, the packages listed below have all been designed for your immediate use. We also offer semi-custom packages, as well as fully customized packages and Add-on's.

Pre-Designed
On-Demand Packages
Pre-Designed
On-Demand Packages
These are one time On-Demand Services include New Business Implementation and Project & Event Management.
All On-Demand Services require an Agreement, NDA, and 50% Deposit before services begin and
Consultations are a requirement.

Includes everything from the SEMI-PRO Package - PLUS!
Includes everything from the SEMI-PRO Package - PLUS!
- Budget & Forecast Development
- Acquire Venues, Speakers, Suppliers, Vendors
- Manage the Performance Schedule, KPI's & Punchlist's
- Strategy Sessions - for the length of the project/event
- Market & Promote project/event
- Conduct Project/Event Meeting Overview & Report

Pre-Designed
Monthly Retainer Packages
Pre-Designed
Monthly Retainer Packages
Monthly Retainer Services include Operations Management and Brand & Marketing Management, and can be retained separately or as a Bundle Package.
All Monthly Retainer Packages require an Agreement, NDA, and full 1st months payment before services begin, and
Consultations are a requirement.

Includes:
Includes:
- Calendar Updates & Reminders - 1 round per week
- Travel Arrangements - 5 per month (Hotel, Flight, and Car Only)
- Appointment Scheduling - up to 10 per month
- Email Management - 2 times per day (weekday's ONLY)
- A/P & A/R - 1 round per week (Up to 10 items ONLY)
- Research, Proofreading or Database Project - up to 2 per month
- Strategy Call - 1 per month
- Written Updates - 2 per month

Includes everything from the rookie ​package - PLUS!
Includes everything from the rookie ​package - PLUS!
- Calendar Updates & Reminders - 3 rounds per week
- Travel Arrangements - 10 per month (Hotel, Flight, and Car Only)
- Appointment Scheduling - up to 20 per month
- Email Management - 4 times per day (weekday's ONLY)
- A/P & A/R - 3 rounds per week (Up to 30 items ONLY)
- Research, Proofreading or Database Project - up to 4 per month
- Strategy Call - 2 per month
- Written Updates - 4 per month​

Includes everything from the Semi-Pro package - PLUS!
Includes everything from the Semi-Pro package - PLUS!
- Calendar Updates & Reminders - Daily (weekdays ONLY)
- Travel Arrangements - 20 per month (Full Arrangements)
- Appointment Scheduling - up to 40 per month
- Email Management - 6 times per day (weekday's ONLY)
- A/P & A/R - Daily (unlimited )
- Bookkeeping - Reconciliation
- Research, Proofreading or Database Project - up to 8 per month
- Strategy Call - 2 per month
- Written Updates - 4 per month​

Add-On's
Add-On's
See a package you like, but need to add something to it. We've thought of that too. Add-On's can be added to any of the services at an additional cost, or selected as a standalone service. Add-On's can be On-Demand or Monthly Retainers. Add-On's are customized to fit your needs. Whether as an Add-On or a Standalone service, all Add-On's require an Agreement, NDA, and full 1st months payment (monthly retainer services) or 50% Deposit (on-demand services) before services begin, and
Consultations are a requirement.