Cleopatra James - Online Business Management

cleopatra@upliftsmedigital.com I Client portal

Yes, You Can have the Business Success That You’ve Always Dreamed of…

Here is how we can help:

ONLINE BUSINESS MANAGEMENT

BUSINESS SYSTEMS, PROCESSES & WORKFLOWS MAPPING VIP DAY

PROCESS AND MARKETING AUTOMATIONS VIP DAY

METRICS & CUSTOM DASHBOARDS VIP WEEK

BUSINESS BOOSTER INTENSIVE SESSION

Are you ready to move from Stagnated to Scaling?

A lot of hard work goes into building your own business!

As your business grows, the volume of tasks that need to be completed and the skills needed to achieve sustainable growth steadily increases with time.

You may have discovered that you’re spending a lot of time on small administrative tasks,

manual processes, tinkering with the tech and struggling to connect all the pieces with automations, but its keeping you from focusing on the big picture view of your business (like your business goals and the strategy for business growth).

You also have a lot of questions and decisions to make, like “how is my launch performing and what can I do to increase conversions?”,

“Is my sales page really working or I am losing potential customers?”

“How can I increase revenue and profitability?”

“What are the things I should really be focusing on to move the needle in my business?”

Without looking at your metrics and data to make these decisions,

it’s like driving with a blindfold on.

You know that looking at your metrics and data is important,

but you are just not a numbers person...

It’s time to move from Stagnated to Scaling without sacrificing your time and energy!

Done For You Services

Are you tired of doing everything and wearing yourself out with

a gazillion tasks that need to be completed?

Do you feel like these tasks are stopping you from achieving

your business’ full potential?

ONLINE BUSINESS MANAGMENT

Implement scalable systems and get off

the struggle bus of trying to do it all.

If you are wearing too many hats trying to do all the day to day tasks yourself and you’re feeling like there just isn’t enough hours in the day and you’re stuck in reactionary mode, then this is for you.

We can systemise, organise, automate your workflows and processes to significantly reduce the time spent on manual processes and repetitive tasks, so you can feel confident and assured that your business is functioning at its optimal level and you'll finally start loving your business again and gain your time back to spend it with those you love!

It’s time to take the necessary steps to move forward and really scale!

We’ll help you with:

Operations Management - Manage your day to day operations to help streamline your business.
Systems Management – Managing your core and supplementary systems, as well as the tech tools that would be implemented to complement those systems.
Project Management – Whether you are launching a new course, creating a membership portal, redesigning your website or developing a new project /service offering, you need a detailed project plan, you need a skilled Project Manager keeping track of all your milestones and deadlines to ensure your project is successfully completed.
Team Management – Managing your virtual team and implementing standardised HR processes from recruitment, employee onboarding, leave management, Training and Performance Management and Employee Exits/Offboarding.
Process & Marketing Automations – You know you need to automate your business processes and marketing to really scale your business. We’ll identify the areas you that can benefit from automations to save you time and effort.
Metrics, Dashboards & Analytical Reporting – establishing your Key Performance Indicators, looking at your data to see the areas that need to be improved.

Simple scalable systems are achievable.

Project based and Retainer packages are available. For Retainer packages, a 3 month minimum committment is required.

(NOTE: We customise our services for each client based on their unique needs)

YES, I'M INTERESTED!

Cleo helped me realize that trying to be and do everything for my business was not scalable or even sustainable. With her help I was finally able to implement automated systems, map out all my business processes, get the SOPs done and track my metrics. This allowed me to hire the resources I desperately needed to transition from an overworked solopreneur to a real CEO delegating tasks, so I could focus on the business strategy and scaling. I was also able to move from the tough seesaw months to consistently earning 6 figures,

even during the pandemic.

Christopher J,

Business Owner

Done With You Services

Do you want to get those niggling process tasks, automations and metrics out of the way and finally gain some momentum?

ACCELERATOR VIP SESSIONS

For Online Business Owners looking to fast-track their progress

and get it done now!

Why spend months of your valuable time and energy trying to learn how to setup all the systems you need to implement for your business and stressing yourself out, when you can hire an expert to help you accelerate your progress in 1 day or 1 week?

Whether you need to process or marketing automations set up, your business processes documented, a client management system setup (i.e. client on-boarding and offboarding,) or project management, an Accelerator VIP Service Package is just what you need to make massive progress in the shortest possible time.

We’ll spend time strategising and developing an effective, solid plan of action and then we’ll block 4-6 hours or up to 1 week, where I’ll be solely dedicated to working intensively on your business for that period.

We’ll regroup at the end of the day or week to review all the work.

BUSINESS SYSTEMS, PROCESSES & WORKFLOW MAPPING VIP DAY

Are your processes stuck in your head? Do you have your clearly defined systems and workflows? It’s time to formally document your systems, processes and workflows, so you can begin delegating some tasks to a team.

Set aside 4 hours with me to get your core and sub-processes documented.

Here's What's Included:

Meeting with the client to identify systems, processes and sub-processes and workflows
Systems, Processes and Workflows Audit to review the systems, processes / sub-process and workflows
Customer Journey Mapping to review your customer's journey from start to finish
Selection of 3-5 core revenue generating processes and sub-processes
Current State Process mapping standardized and branded with your colors and logo
Final Report, which outlines all systems, process and workflows as well as recommendations on future improvements required
Training and/or Handover session for the client and/or their team members
Post Implementation support for 14 days via email

Get your systems, processes and workflows documented to grow your team.

YES, I'M INTERESTED!

PROCESS AND MARKETING AUTOMATIONS VIP WEEK

Are you tired of manual processes? Do you need automations to save you time and energy?

Set aside 1 week with me to get your process and marketing automations setup.

Here's What's Included:

Documenting all core business processes/sub-process and marketing channels
Process and Marketing Automations Assessment to identify potential areas where automations can help streamline business function and workflows.
Selection of 3-5 core areas to Automate
Integrate tech tools to perform the relevant actions based on specific triggers, so you get whatever information you need, exactly when you need it.
Final Automations Report, which outlines all the process and marketing automations implemented and recommendations on the future improvements required
Training and/or Handover session for the client and/or their team members
Post Implementation support for 14 days via email

Automate your manual processes to gain hours of your time back each day.

YES, I'M INTERESTED!

METRICS AND CUSTOM DASHBOARDS VIP WEEK

Knowing your data is so critical to making data-driven decisions for your business. We’ll establish Key Performance Indicators and create custom dashboards that clearly indicate the things that are working and the areas that require more of your attention, so you don’t waste your time pursuing areas in your business that are not generating the most income.

Set aside 1 week with me to get your metrics defined and your custom dashboards created.

Here's What's Included:

Meeting with client to identify processes and sub-processes and Key Performance Indicator (KPIs)
A Revenue Forecast at based on at least 1 year of your sales/revenue
Process Audit to review all revenue generating processes / sub-processes for your business
Data Audit to review current tech stack, automations and data stored in these tools, to identify what data can be reported via the dashboards.
Building Custom Dashboards for 3 - 4 core business areas – Financials, Marketing, Operations and Human Resources
Analysis Report, which outlines the findings in the dashboards and areas for future improvements
Training and/or Handover session for the client and/or their team members
Post Implementation support for 14 days via email

Use your data to guide your decision-making process, so you can scale faster.

VIP Sessions require the full committment of the business owner and their team for the duration of the session to ensure successful implementation.

(NOTE: We customise our services for each client based on their unique needs)

YES, I'M INTERESTED!

In the last 8 years that I have known Cleopatra in a professional capacity, she has demonstrated a strong character and determination to achieve her goals.

Cleopatra has proven herself to be a valuable asset to our

team with her approach, skills and determination as a project manager and Senior Analyst in the many digital transformation projects she has worked on, ensuring those projects were successfully implemented on time, within budget and as per our users' unique business requirements.

She has a mannerly and pleasant disposition which is great for

fostering good working relations.

Jonathan H,

Information Technology Manager

Do It Yourself Services

Are you ready to turn your plans and ideas into a cohesive solid action plan?

BUSINESS BOOSTER INTENSIVE SESSION

Let's develop your 90 day Action Plan

to really move the needle in your business!

In my 2 hour Business Booster Intensive Session, I’ll help you get really clear on what systems, tools and actions steps you need to implement within the next 90 days to move the needle in your business and give it a boost.

We’ll discuss what running a successful business looks like to you. We'll also discuss your vision, mission, goals, what's really important to you and we’ll do a deep dive into what working for you right now, what needs to be improved and establish smart goals to help keep you on track.

Finally, we’ll build out a solid action plan for the next 90 days to set you on the pathway for steady and sustainable growth.

Here's What's Included:

2 hours of laser-focused time spent on your business with no interruptions.
A systems audit of your current systems and strategies.
A current tech assessment of all platforms you're using, to see if they are the best fit for your current and future needs, and whether you need to replace any tech to level-up your business quickly with little or no disruption.
The answers to as many questions you can ask in 2 hours, from systems to process improvements and workflows, project management,, marketing automations and everything in between!
A custom, 3 month action plan with recommendations delivered to you 7 days after your session.
7 days of email support following the delivery of your action plan.