What exactly is a "Process Design Coach"?

These last few months have been insane! (Both good and bad). This month and into September I'm making some massive changes to my business plan, sales funnel and services. So, I thought I'd step up my business-transparency-status and share all this info with you! (With free blank worksheets for you to build you own plans, obviously).

This month and into September I'm making some massive changes to my business plan, sales funnel and services. So, I thought I'd step up my business-transparency-status and share all this info with you! (With free blank worksheets for you to build you own plans, obviously).

Buh-bye VA, Hello Coach

The biggest change I'm making in my business is updating my services. I've been working as a Virtual Assistant for awhile now, and I've decided I'll be able to help more people and really focus in on my skills by updating what I offer.

Before now, I would do any "admin tasks" for my clients, such as organizing emails, setting up workflows, planning events in Asana or developing automation for social media. I realized I really hated doing the work, unless it was something that would really help their business long term - for example, instead of hiring me to answer your emails, you SHOULD be hiring me to set up your canned responses.

I was doing tasks that a computer could do if set up properly. 

My new approach is to really help my clients set up those systems and organize their workflows, so they don't have to hire another employee. I can make your job simpler by coaching you through the setup or designing the process for you.

 

So what is a process designer?

Well, the business dictionary says: 

The activity of determining the workflow, equipment needs, and implementation requirements for a particular process. Process design typically uses a number of tools including flowcharting, process simulation software, and scale models.

But, here's a simpler version:

Someone who creates a system of workflows to simplify and streamline tasks often repeated in a company using tools and online software.

In the terms I'm using, being a process designer means I'll be designing and setting up workflows for your business. You know those 50 emails you send back and forth for contracts, quotes, invoices and project updates? I'll design the workflow in 17Hats. A week of emails turns into 5 clicks of your mouse. 

By offering process design, I can still help my clients build and plan their workflows. Or if you're a DIYer, I can coach you through the best setup and plans through my productivity coaching sessions. Either way, I'll be able to help clients fix the root of their problems by organizing their systems.

 

The New Packages

With the new shift, I'm offering two different services - Coaching (prices below) and Process Design (Starting at $25 an hour - per project fee varies on the client). 

I designed a workflow for my Process Design packages (Below) and decided to record a tutorial of how I set that workflow up in 17Hats. If you've never used or heard of 17Hats before - check out this blog post.

I'm also building "mini-ecourses" called Bundles, which you can find ON SALE in the shop right now. I'll be coming out with new bundles every month, so you can save money on ecourses and learn about tools and productivity in a quick, actionable way. Shop Now.

 

The Business Plan

If you haven't already made a business plan for your site/blog/shop/services - YOU NEED ONE. Like, yesterday. I have a mini-business plan you can use right here. I won't take you through the whole plan, but I will give you a bit of insight on my mission statement and goals.

My Mission Statement

My primary goal is to connect business women from around the world to a resourceful community that provides self-paced education and business tips to grow their business. I want to provide transparent and tested strategies to help them save time and resources while growing their companies.

My Goals

3 Months

  • Build a free email course
  • Reach 1000 email subscribers
  • Have 10 Bundles in the shop
  • Run a monthly productivity workshop
  • Host a twitter chat every week

6 Months

  • 2000 email subscribers
  • 2 New Bundles per month
  • 250 YouTube videos
  • Minimum $1500 / month in profit

1 year

  • Minimum $2500 / month in profit
  • 4000 email subscribers
  • Build + Publish a workbook
  • Graduate school and go full time
 

What are your business goals for the next year? Share them in the comments!