Business Process & Systems Coaching

Need to get organized and simplify your processes as you navigate working as a DEI consultant? Then you've come to the right place. 

With over 10 years of experience specifically in the DEI space and 6 years of being an entrepreneur in 2 different industries, I will streamline & automate your processes so that your business is running on its own, giving you more time to do the things you love.

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Get on the Right Track

Over the course of 3 months, I will help you to declutter your mind, get organized, and get your business operations outlined & automated so that you can have a seamless consultancy that runs itself.

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Get Unstuck

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Manage your consultancy with ease, all while maintaining a healthy work-life balance. Here are the areas that I can help with:​

  • Outlining and streamlining your processes & systems. Ex: Managing payments of clients so that everything is in one place

  • Automation and tech setup (email newsletter, client journey, email marketing automation, invoicing automation, admin and operations automation)  

  • Building an engaged audience (lead generation)

  • Launching a DEI product or service with a consistent flow of engaged and satisfied clients.

What You'll Get

Streamline &  Automated Business processes

  • Buildout and automation of the lead gen process, customer onboarding process, and customer offboarding process. **Option to work in other areas**

  • SOPs to help you maintain the systems I've set up and automated.

  • Recordings from each setting along with a handoff document.

Six Bi-weekly Action Planning Calls

You'll receive 1:1 sessions as I build out and streamline your business over the course of 3 months.

Though you'll be on the call to answer questions, I will be building everything out. 

Accountability & Support

The calls and my templates are designed to set you up with a framework, and actionable tasks to keep you on track with accomplishing your goals.

I also share insights about pricing and the logistical components of running a business.

The Process

Pre-Automation

We have pre-homework so that we can hit the ground running during our kickoff call and not waste any time.

Call 4 & 5 - Process & Workflow 
Optimization

Gear up to end coaching. Detailed walk-through of all the processes I've built and automated for your business. I also test everything to make sure it works efficiently.

Call 1 - Kickoff Call (Process Outline)

We will get to know each other during our first call, and I will walk you through the 3-month timeline and the detailed action plan I've developed to level up your business.

Call 6 - Offboarding

Offboarding and next steps to ensure you have all the tools you need to manage all of the processes I've built out. You'll leave with all notes, all templates, a handoff document that explains everything we did & recordings so that you know how to manage your new workflows and processes.

Calls 2 & 3 - Workflow & Automation Set up

We'll have a series of calls and you'll watch me in real-time as I streamline and automate your business.

Ready to get the help you need?

"Dr. Sam Rae is incredibly knowledgeable about creating authentic and effective diversity strategies. Additionally, she's a natural leader, easy to talk to, and incredibly helpful as a mentor to create your own diversity strategy and build your own brand. I would definitely recommend her expertise to any organization looking to broaden their inclusion efforts."

MariaJose Rijo De la Hoz, M.Ed, CNPPolicy and Program Manager at South Florida Community Development Coalition

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"Dr. Sam I love being a part of your DEI Blueprint™, and our 1:1 coaching call gave me a lot of clarity around how to do the work in-house and build a consultancy."

Sharitta Marshall MBA, CSM 

Global ERG Lead Senior Project Manager at Udemy

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