CONSULTING & MENTORING

Your digital or physical paperwork doesn't have to be chaotic. We'll build a clear, organized system—complete with folder naming conventions, onboarding forms, and document workflows to keep your business audit-ready and streamlined. 

We’ll set up your Google Drive to support an organized and efficient workflow for your business. This includes creating a structured folder system tailored to your operations so your documents have a streamlined home base. This service includes setup only and does not include organizing or sorting your existing files.

Let us set up the systems you need to run smoothly—Trello boards, Google Drive organization, automated workflows, staff onboarding paths, and more. We’ll build processes that save time and support your team’s success. 

Prefer not to use the flat-fee option? You can choose hourly support instead. We’ll help you set up and improve your systems—Trello, Google Drive, automations, onboarding workflows, and more—at the pace and budget that works for you. 

This package includes system setup + four weeks of check-ins to make sure your tools are being used, questions are answered, and your agency stays on track. Perfect for new launches or busy agencies needing full backend support. 

 This service provides a customized Quality Improvement and Risk Management (QI/RM) system tailored to your DD agency, aligned with regulatory requirements (12VAC35-105-520 and 620), and ready to implement to support quality, safety, and accountability. 

This package includes:

1. A customized QI/RM plan
2. Supporting documentation and tracking templates
3. Review of your current policies for compliance alignment