Powered by Efficiency on Tap, this is your central hub to track progress, view priorities, and know exactly what’s happening next in your business.
Need help? Bring this page to every call—we’ll update it together.
This page keeps everything simple and predictable. Here’s what to expect at each stage:
We’ll walk through your goals, gather key details, and customize your Action Items checklist so it reflects your exact priorities.
We’ll use the checklist live during our sessions—updating tasks, notes, and next steps together so nothing is missed.
We’ll regularly review progress, close out completed items, and add new priorities so your plan always feels current and clear.
This Action Items list is our shared source of priorities. We’ll review and update it together on each call. You can check it any time to see what’s in progress, what’s next, and what’s complete.
Quick access to the most important links, docs, and tools we’ll reference together.
Shared folder link
Briefs, assets, deliverables, and reference materials.
Call recordings library
Paste your recurring recording folder or playlist link here.
Primary email: [email protected]
Text: 859-448-7676
IIf you need help between calls, reach out here.
Use this scheduler to book or reschedule sessions. You’ll receive confirmations and calendar invites automatically. Don't see a time that works and need to book something asap or quick? Click Here for onTap Office Hours (quick 15-20 min session).
Prefer to book later? Bookmark this page—you’ll use the same link throughout our work together.
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