You will get 90-Minute Small Business Strategy Session
Project details
Sometimes you do not need a full engagement. You need 90 minutes with someone who has seen it all and can help you
think clearly.
I have spent nearly 30 years working inside businesses of every size and sector — solving operational problems, building systems, developing leaders, and helping owners make better decisions faster. I founded Sam Consulting Co. to give small and micro businesses access to that level of senior expertise without the corporate price tag.
This session is built around you. We go where you need to go — operations, marketing, team structure, business planning, or wherever you are stuck. You come in with a problem. You leave with clarity.
No scripts. No generic frameworks. Just an experienced, invested consultant in your corner for 90 focused minutes — plus a written recap delivered within 24 hours so nothing gets lost.
At $150 this is the lowest-risk, highest-return hour and a half you can invest in your business today.
think clearly.
I have spent nearly 30 years working inside businesses of every size and sector — solving operational problems, building systems, developing leaders, and helping owners make better decisions faster. I founded Sam Consulting Co. to give small and micro businesses access to that level of senior expertise without the corporate price tag.
This session is built around you. We go where you need to go — operations, marketing, team structure, business planning, or wherever you are stuck. You come in with a problem. You leave with clarity.
No scripts. No generic frameworks. Just an experienced, invested consultant in your corner for 90 focused minutes — plus a written recap delivered within 24 hours so nothing gets lost.
At $150 this is the lowest-risk, highest-return hour and a half you can invest in your business today.
Language
EnglishBusiness Type
Small BusinessPlan Purpose
Personal UseWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 5 days
- Number of Revisions 0
- Executive Summary
- SWOT Analysis
- Review & Critique
Optional add-ons
You can add these on the next page.
Follow-up 30-min check-in call (30 days later)
+$50Frequently asked questions
About Carissa
Small Business Operations Consultant | Executive Admin | Zoho CRM Spec
Omaha, United States - 8:55 am local time
I founded Sam Consulting Co. with one clear purpose: to give small and micro-sized businesses access to the kind of senior administrative and strategic expertise that is usually reserved for large corporations. The entrepreneurs and solo operators I work with are passionate and capable — but many are unknowingly exposed. No documented procedures. No compliant filing systems. No marketing infrastructure. I have seen what happens when that catches up with a business, and I am here to prevent it.
Whether you need operations tightened, your Zoho CRM finally working for you, a brand refresh executed, or just someone reliable to support the day-to-day — I bring 29 years of cross-sector experience, a high internal drive, and a genuine investment in your success.
Honor, integrity, and excellence are not just words. They are how I work.
WHAT I OFFER — TWO STRENGTHS, ONE CONSULTANT
ADMINISTRATIVE & OPERATIONS
→ Executive & virtual admin support — C-suite-level assistance tailored to small business needs
→ Policies & procedure writing — clear, practical documentation that protects your business
→ Electronic filing system setup — organized, accessible, and built to last
→ Business operations & process review — identifying inefficiencies and building better workflows
→ SWOT analysis & business overview — a high-level diagnostic of where your gaps are
→ High-level accounting overview — helping owners understand what they're looking at and when to call a professional
MARKETING & AUTOMATION
→ Zoho CRM & marketing automation — workflow builds, pipeline setup, and integrations that run without hand-holding
→ Marketing strategy & campaigns — plan development, digital campaigns, and materials tailored to small businesses
→ Brand strategy & rebranding — from positioning through execution across product lines
→ eNewsletter design & execution — consistent, on-brand communication to your audience
→ Project management — coordinating developers, vendors, and stakeholders to deliver on time
→ Digital delivery & certification workflows — automated systems built to scale
NOTABLE ACCOMPLISHMENTS
$1M in tax credit recapture prevented — identified and corrected years of NIFA non-compliance issues for a real estate investor, resolving problems that predated my employment.
$60,000+/yr in labor cost savings — detected administrative inefficiencies at a small family-owned business, then proposed and executed solutions that delivered immediate, measurable results.
1,500+ contractors trained across North America — co-led the build and launch of an integrated online learning platform, including CRM integration, automated certification delivery, and physical card fulfillment — still running today since October 2020.
Culture transformation — repeatedly turned process-heavy, low-morale office environments into high-performing, engaged teams — because efficiency and joy are not mutually exclusive.
Certified Living As A Leader Facilitator®
INDUSTRIES & SECTORS SERVED
Non-profit · Real estate & property management · Higher Education · Retail · Manufacturing · Financial services · Micro & Small Business
CORE SKILLS
Zoho CRM · Zoho Marketing Automation · Workflow & automation · Executive Assistance · Project Management · Policies & Procedures · Business operations · Process improvement · Brand Strategy · Rebranding · Marketing Strategy · eNewsletter Design · CRM integration · Compliance Documentation · Filing System Setup · Digital Campaign Management · Leadership Development Workshop Facilitation and Coaching · Fractional COO / Business Strategy · SOP Development · Small Business Consulting
Steps for completing your project
After purchasing the project, send requirements so Carissa can start the project.
Delivery time starts when Carissa receives requirements from you.
Carissa works on your project following the steps below.
Revisions may occur after the delivery date.
Intake & Preparation
I review your completed intake form and any materials you have shared — arriving at our session already familiar with your business and focused on your specific situation.
90-Minute Working Session
We meet by video or phone for a focused, working session — not a sales call, not a discovery call. We spend the full time on your priorities, your challenges, and your decisions.