Welcome
We are excited about the opportunity to embark on this journey together.
Our vision is to create a world where business owners can step back from daily operations and enjoy more time for what matters most to them, knowing their business runs efficiently.
Our Welcome Pack provides all the essential information, resources, and tools to begin with our services. It is a simplified way to introduce you to how we work.
We are looking forward to working together and elevate your business to new heights!
In This Welcome Pack, You'll Find:
Who We Are
At the heart of everything we do is a commitment to building businesses that thrive—where efficiency meets purpose, teams feel empowered, and customer experience is always a priority. Our values shape how we work, how we collaborate, and how we create meaningful impact.
Our Vision
We envision a world where business owners can step back from daily operations and focus on what matters most—whether it's growth, creativity, or personal fulfillment—knowing their business runs efficiently. By streamlining operations and fostering innovation, we help businesses not only adapt but lead with confidence in an ever-changing landscape.
Our Core Values
We believe in open, honest, and respectful communication. By fostering trust through transparency, we create strong, collaborative partnerships built on clarity and accountability.
We are always evolving—seeking smarter solutions, adapting to change, and embracing innovation. Our commitment to continuous improvement helps our clients remain flexible and resilient in an ever-changing business landscape.
Our approach is rooted in a customer-first mindset. We focus on understanding client needs, enhancing their experience, and fostering strong relationships that encourage loyalty and long-term growth.
We refine systems and processes to create operational ease, helping businesses find a sustainable rhythm where work and life complement each other.
How We Work
Hours of Operation
Our hours of operation are based on Pacific Standard Time. As we deeply value remote work, we strive to maintain a healthy work-life harmony for our team and clients.
Meetings
We value your time and ours. To ensure smooth scheduling for everyone, we kindly ask for at least 24 hours' notice if you need to reschedule or cancel a meeting. We are equally committed to honoring our appointments and being punctual.
Cancellations made within 24 hours of a scheduled meeting will incur a $50 cancellation fee.
Confidentiality
We are committed to maintaining the highest level of confidentiality and ensuring your information remains secure. Your data will never be shared with third parties. As part of our client offboarding process, all documentation will be returned to you upon project completion and payment.
System Access
To maintain security, we ask clients to grant access by adding us as members, admins, or editors to their files and cloud storage instead of sharing passwords.
We also recommend setting up a dedicated email address, (if applicable); Examples include support@yourbusiness.ca or support@yourbusiness.com.
Alternatively, giving us a delegate access to streamline communication with your clients.
Payment and Invoicing
All packages must be prepaid via electronic transfer or credit card. Invoices are sent electronically on the 1st of each month, and services will commence upon receipt of payment.
Electronic transfer payments can be sent to jeanne@solutionsbyjeanne.com. We are setup for auto-deposit, and therefore, security questions and answers are not required.
Refunds
When you invest in our services, we deeply value our partnership and the time we dedicate to your success. Your booking reserves our time exclusively for you, ensuring our full focus on your project and success.
For this reason, we are unable to offer refunds or carry over unused hours.
Working Together
Collaboration is at the heart of everything we do. We’re committed to building a dynamic and transparent partnership, ensuring smooth communication, aligned expectations, and measurable progress.
Communication
While we aim to respond to all calls, and emails within 24-48 hours during business days (Tuesday through Friday), response times may vary depending on workload and priorities. If any delays occur, we will keep you informed.
We strive to:
- Respond to emails and messages in a timely manner.
- Proactively check in and gather feedback as needed.
- Offer thoughtful recommendations and solutions.
- Maintain open and transparent communication throughout our collaboration.
If urgent matters arise, please indicate “Urgent” in the subject line or message, and we’ll do our best to accommodate.
Collaborative Execution & Ongoing Support
A strong partnership is built on clear communication and shared progress. We believe in keeping you informed, aligned, and supported throughout our work together.
To maintain transparency, we:
- Provide updates as needed to keep you informed on key deliverables and progress, unless otherwise specified in our Agreement.
- Check in periodically to ensure priorities remain aligned and address any evolving needs.
- Offer strategy discussions upon request to review achievements, insights, and opportunities for improvement.
We’re committed to open communication and structured execution, ensuring a smooth and results-driven collaboration.
Turnaround Times
We understand that business needs can evolve, and we remain adaptable to shifting priorities while maintaining efficiency and clarity.
- Project and task timelines will be outlined in the Scope of Work and adjusted only if necessary.
- We’ll communicate expected completion times upfront and keep you informed of any changes.
- Urgent requests may be accommodated based on availability and may require an adjusted timeline or additional scope discussion.
Setting clear expectations and keeping communication open allows us to execute efficiently while staying in sync with your business objectives.
Next Steps
We'd love to learn more about you, and where you are in your business journey. In our FREE 30-minute session, we'll get to know each other, explore your business needs, and see if we're the right fit to work together.
If you haven't already, please book your discovery call with me through my booking calendar.
Before we meet, you’ll receive a short questionnaire—think of it as a warm-up before the big game. It helps us dive straight into what matters most during our call, so we can make the best use of our time together.
During the call, we'll also explore about your current challenges and goals, and together, we’ll identify how I can best support you moving forward.
If we are a great match, I’ll put together a game plan outlining the next steps—no fine print or stuffy contracts, just transparent pricing and expectations. Once you give the green light, we’re ready to roll!
You’ll receive a welcome email, and we’ll hit the ground running—setting up shared access to tools and platforms, customizing your workflow in our project management system, and establishing clear communication channels for seamless collaboration.
We’ll kick things off with a 60-90 minute call to align on priorities, finalize workflows and schedules, identify key milestones, and assign tasks—ensuring a smooth and productive start.
We’ll keep the momentum going with ongoing support and open communication, ensuring a smooth and results-driven collaboration. We’ll also assess progress, celebrate successes, and explore opportunities for further optimization.
Ready to wrap our time together? As we close out our partnership, we’ll ensure a smooth transition by handing off all key processes, reports, and documentation. Whether you’re stepping into the next phase of growth or wrapping things up, we’ll make sure you have everything you need to continue seamlessly.
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