Happy Birthday to us, Happy Birthday to us! Today we celebrate our two year *pop champagne*. It has been an awesome two years – full of big and small wins, challenges and surprises. It’s hard to believe that it’s already two years.

We’ve worked with 26 awesome clients including designers, educators, consultants, manufacturers, lawyers, and nonprofits both locally and internationally. And even industries we were surprised could use our help.

Today, we’re sharing 4 lessons we’ve learnt:

1. Be intentional about starting small.

We called our first year the year of processes. It meant really getting to know our founding clients. It involved getting immersed in their businesses and figuring out who they are and what they stand for. Listening to what they wanted and learning what they needed helped us to refine our processes: our ways of working, how we onboard clients and how we train our PAs.

2. Refine what you do and who your services are for.

We can’t do everything and we can’t support everybody. Although we would love to help everybody, we just might not always be a good fit depending on what you need or what stage you’re at in your business. The core of our business is process streamlining and routine task execution. We want to be able to deliver the most impactful outcome for our clients’ businesses and lives and sometimes that means saying no.

3. People don’t always know what they need help with, you have to tell them.

Often times our clients just know that they need help. They are overwhelmed with everything on their plates, they don’t know where to start and what they need help with. Instead of passing on the burden of having them figure out how we should help them, we believe one of the most valuable things we can do is provide potential solutions or next steps. It’s why we start every new relationship with a Discovery Session so we learn what’s on your plate and what needs to be done to free up your time. And it’s why we continually try to find ways to optimize the processes we’ve put in place as our clients’ businesses grow and change.

4. Two (or three) heads are better than one.

I’ve known Melissa and Erin my entire life, but we’ve never actually been in business together. It was an exciting venture, but we went into this relationship being extremely clear about each other’s strengths and weaknesses. We could not have dreamed for a better team. Our personalities and experience blend so well together that we’re able to help our clients in a very cohesive way. They say entrepreneurship is a lonely journey, but I’m happy to say that I’ve had these two along the way.