Business Action Plans


For the budget conscious and those who want to do the work themselves but who need help with project management, planning, and resources

Business woman drawing a flow chart

“Lisa is the best organizer I’ve ever worked with. She makes…getting organized easy [and] takes each client’s preferences and abilities into account, never pushing to do things her way.” –J.S., Small Business Client

Action Plans from an Efficiency Expert

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Pick-My-Brain Action Plan: $450
Just need a few ideas or a push to get started? The Pick-My-Brain Action Plan is for you. Includes a 30-45 minute on-site customized needs assessment for your office space with suggestions and strategies to get you started. Out of area client plan is done via Zoom or another platform.

All of the following Action Plans include:

  • A customized list of step-by-step procedures which enable you to get organized, stay organized, and make the best use of your space, time and resources.
  • A customized database of affordable, trust-worthy, and easy-to-work-with contacts, such as handy people, painters, movers, designers, closet installers, and more.
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Brief Action Plan: $850
Includes an on-site customized needs assessment for 1 hour, with suggestions and strategies, and a written action plan for your space. Out of area client plan is done via Zoom or another platform.

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2-Room Detailed Action Plan: $1,050
Includes a one-hour on-site customized needs assessment and a detailed, written action plan with step-by-step instructions for up to 2 rooms in your office space.  Available on site for in-area clients and via Zoom or another platform for out of area or virtual organizing clients.

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5-Room Detailed Action Plan: $1,850
Includes 2 hours of on-site customized needs assessment and a detailed, written action plan with step-by-step instructions for up to 5 rooms in your office space.  Available on site for in-area clients and via Zoom or another platform for out of area or virtual organizing clients.

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Whole-Office Detailed Action Plan: $3,450
Includes 2 hours of on-site customized needs assessment and a detailed, written action plan with step-by-step instructions for your entire office (up to 8 rooms or 1500 square feet, whichever is less.)  Available on site for in-area clients and via Zoom or another platform for out of area or virtual organizing clients.

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Schedule Management Plan: $2,500
A written schedule management plan for your week that considers all responsibilities — job, family, home, relaxation, chores & activities. Includes three 2-hour sessions with 2 revisions within 6 months at no extra charge.

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Comprehensive Small Business Action Plan: $3,000
Includes 2 hours of an on-site customized needs assessment and a detailed, written action plan with step by step instructions for your small business. Out of area client plan is done via Zoom or another platform for an additional per diem.