♡
Hi Jocelyn!
Here’s your record for…
Custom Wingwoman Punch Card #2
$1620
Paid on 5.15.25
12 hours
Continuing: Creating space for Jocelyn to put out fires. Preventing fires. Triaging, to make work buckets over time. Feel calm, in control. Support through the staffing transition.
#1 / .5 hr / Thu, May 15
3:30-4pm
#2 / 2.0 hr / Fri, May 16
9:30-10am
2-2:30pm
3:30pm-4pm
5pm-5:15pm
5:40-5:55pm
#3 / 2.25 hr / Mon, May 19
10:55-11:10am
1:30-3:30pm
#4 / 0.5 hr / Tue, May 20
7:30-7:45am
11:15am-11:30am
#5 / 1.0 hr / Thu, May 22
9:15am-10:15am
#6 / 1.75 hr / Fri, May 23
8:45 - 10:30am
#7 / 1.75 hr / Thu, May 29
8-9am
10:35am-11:20am
#8 / 1.75 hr / Fri, May 30
2-3:30pm
3:45-4pm
Total time completed: 11.50 hours
Time remaining: .5
May 15
Email replies and sorting
May 16
Meetings, and work time. Last responses to emails, replying to notes to me, copying kind words for Jocelyn. Ideas/notes ~ staffing plan, a handful of PT-wage employees. The CCH folks getting paid well, because it is a responsibility. A team that can fill in for each other. Easy on-off-boarding. Only one admin/assistant for Jocelyn. Jocelyn limits computer work to taxes, required emails, triaging … ups more meetings, quickie calls, being the DIVA EXPERT.
May 19 - plan - 2.5 hours?
Adjusted current auto reply
Send some email replies
Meet for Body Doubling
Pink highlights in spreadsheet
New Qs in email
Notes for Steph
Steph can do Global update
Notes
Princess Witch, special abilities with manifesting
What do you wish this week? Get June EQ$, then surgery, Steph gets rolling on email
Jocelyn doesn’t read tone in emails, needs admin to interpret (prevent stress, triggering)
May 20
Notes for Steph
Reply to a few emails
May 22
Prep to meet with Steph
Meet with Steph, talk over email sorting, tone, reminders to give Jocelyn
Reply to “Jenny” emails
May 23
Prep for meeting
Meeting with Jocelyn and Steph
Future visioning ~ ideal clients (create vision board?), systems to capture Jocelyn’s gut feelings, trim/prune every spring. Hand-holding works, if client does their part (no tantrums, pulling on arm, etc.)
Reminders and current clients in the spotlight
I responded to some emails
Email box together
Made template for referral requests
May 29
Meeting with Steph - spreadsheet, global update, setting up what’s successful, task managing, email folders as back-up for choosing priority
May 31
Meeting with Jocelyn
Admin asst person ~ 2 hours per day to do email with Jocelyn
My idea for Jocelyn’s job ~ never sitting down to email inbox, instead only to email out. The admin asst person will get Jocelyn’s responses and/or answer, file as needed. (Michelle Obama is likely not looking at her email!)
Last 6 weeks ~ defining success! Keeping large majority of clients (90%?), letting go of old employee, hiring new/amazing people, workin on health. >> SUCCESS!
Gifts for nurses
With handling email, messaging, we will do our best, no less, no more! We will keep most people, a few will fall away.
+
Emails to 3 clients
♡
Hi Jocelyn!
Here’s your record for…
Custom Wingwoman Punch Card #1
$1620
Paid on 5.8.25
12 hours
Relief from emails, lightening the load, company in figuring this all out, clear work pathway
_♡_ #1 / 1.0 hr / Thu, May 8 ~ 6-7pm
_♡_ #2 / .75 hr / Fri, May 9 ~ 1:30-2:15pm
_♡_ #3 / .75 hr / Mon, May 12 ~ 3:30-4pm and 6-6:15pm
_♡_ #4 / 6.0 hrs / Tue, May 13 ~ 9:15-9:45am, 10:20-12:50pm, 1-4pm
_♡_ #5 / 0.75 hrs / Wed, May 14 ~ 8-8:45am
_♡_ #6 / 2.75 hrs / Thu, May 15 ~ 6:30-7:30am, 1:45-3:30pm
Total time completed: 12.0 hours
Time remaining: 0 hours
May 8
Email sorting, finished getting emails from inbox to folders
May 9
Email for client, lapsed subscription, identifying tone, what Jocelyn desired
May 12
List of clients, email draft, priorities in messaging, next steps
May 13
AM - Global update draft, and strategies
Replied to messages in inbox
Created folders for weeks
Putting clients into buckets
PM - Replied to emails, sorted into May 12-18, May 19-25, and June. Kept a work log.
May 14
Meeting with Jocelyn :), sorted some emails, learned about filing flow (CCH document), set up admin help as temporary/growth position, create easy on-and-off boarding
May 15
Email replies and sorting!
♡
Custom Package
$1206
1x 110 min and 2x 90 min
Detailed notes below
_♡_ #1 / Friday, Apr 25 ~ 2pm, 2 hours
_♡_ #2 / Wed, Apr 30 ~ 2pm, 1.5 hours
_♡_ #3A / Wed, May 7 ~ 12pm, 45 min
_♡_ #3B / Thu, May 8 ~ 11am, 60 min (bonus time complimentary)
Notes + Details
#1 / Friday, Apr 25
Updates, debriefing employee situation
Thinking in terms of win-win as a boss
Life desires, values!
2 years to get there
Timeline with milestones
Hire new help by November
#2 / Wed, Apr 30
Updates, getting help with email,
Telling the hospital you want the testing, not asking. “How do we make this happen?”
Deciding we are done with hurting body/self for work,
Most streamlined form of business
Enter the DIVA time!
#3A / Wed, May 7
Updates, work plan, notes from Support call, confirming the Rocket chair!
#3B / Thu, May 8
Sorting Email inbox :0
♡
Hi Jocelyn!
I’m so excited to support you in moving through this stressful time, to a new normal that feels more easeful and flowing. After thinking about you and our convo more, I decided I would like to suggest starting with a 3-Part package after all. :)
3-Part Package
1 x 110-ish min meeting
2 x 90-ish min meetings
Cost with discount is $1206.(10% off of $1340.)
If you’d like to pay ahead of time, click here.
Or, you can do two installments, $603 at the end of session 1, and $603 at the end of session 2.
Scheduling
For time planning, please add about 20 minutes extra for each meeting…for visiting, warming up, saying goodbye. :)
To schedule sessions 2 and 3, there’s a direct button above.
There is no cost for Rescheduling/canceling. See more in the “Working Together” document.
Why I’m thinking the 3-part package…
♡ The idea here, is that we’ll identify a few things that we want to get done by the end. It will give us a clearer target/smaller list.
♡ We’ll accomplish those things, then we can pause, and you can feel victorious! And like we finished some things! (Before we get back to the bigger list.)
♡ The first session is longer, so we can get super clear about your top desires. This will help me/us prioritize our efforts to get you some results!
After we complete the first package, we can do another, with a new set of priorities. Or, move to a different custom offering.
Our menu of things to work on
♡ Staffing and team set-up
♡ Work emails
♡ Streamlining/outsourcing admin tasks
♡ Working through phases, different priorities and mo-s for each:
Recovering from busy, challenging season
Assessing, then making changes
Starting envisioning the new normal that you want
♡ Earning more, working less
♡ Reducing stress where possible, additional coping strategies and aides for the stress beyond your control
I will help with:
Reflecting back, helping you get clear
Reframes, new stories
Language ~ for your mind, for others, spoken, and with emails
Creating steps, timelines
Going at a pace of change that feels comfortable to you
Identifying your values, and staying aligned with those
Cheerleading, energy, perspectives! I got you!
I’m so thrilled to get started in just a few weeks!
♡ Jenny