Since 2009 my clients have all been Small Business Owners with two things in common.
1. Their business revenues didn’t match their zone of genius services.
2. They all knew something needed to change in order to grow.
The solution for both these common issues was bringing in some outside expertise.
My name is Patty, our clients rely on us for our Marketing & Sales Strategy and Business Automation Processes. What they get is Business Efficiency, A Better Sales Message & Less Technology Overwhelm
Working to strengthen local economies by working with one Small Business Owner at a time.
Our approach is quite simple. We hop on a strategy call, ask you some questions relating to your goals and objectives and map out a plan to get you there. We ALWAYS start with the end in mind because if we don’t know where we’re going how can we possibly create the map to get us there. Our clients like the fact that we are very up front. We realize we are not a fit for every client and every client is not a fit for us. Typically we work with Coaches/Consultants, Professional Services and Local Service Providers.
Our story started nearly 10 years ago! Patty began working with an entrepreneur in the Bay Area (Northern California) who used Infusionsoft and needed some support. The job was essentially a Virtual Assistant role before that was a well-known job title. Patty worked exclusively with Infusionsoft for this client building his database from 1,500 contacts to over 30,000. Patty spent years supporting small business owners as a Virtual Assistant. She hung up her VA hat, rebranded but still loves working with small businesses. Now, we do it with Infusionsoft by Keap and Keap!
Meet the Team
As individuals we are strong, but as a team we are mighty!
We look forward to working with you on your sales strategy, process improvement, implementation, coaching and ongoing management.
Patty Rogers – Owner
Patty’s corporate background included working for an International Commercial Real Estate Company managing several locations and again supporting business owners. She was also a Recruiter for Finance and Accounting roles ranging from AP/AP to CFO’s and Controllers.
On a personal side Patty is a wife and mom of 3….her husband likes to call her Boss-Mama. Patty has the opportunity to partner with her husband in business as well. She enjoys cooking and entertaining for family and friends. At the end of the day, it’s all about who we choose to surround ourselves with, it’s those moments she cherishes most.
Patty has always been a natural born leader. She is currently leading her Professional Networking Group as their President. Patty also created a local Women’s Empowerment Networking Group with 3 girlfriends who are also Business Owners.
Dan Rogers – Sales Director
There are salespeople and those who sell with a higher Sales IQ. My clients choose me for my High Sales IQ. They know they will learn how normal sales conversations can be refined to generate more good conversations with my coaching. What I share works for individual sales people, teams & business owners.
Personally, I’m married to a Boss-Mama who I absolutely adore. I love teaching whether it’s my kids how to catch or fish or business owners how to perfect their sales pitch.
Grace Haban – Administrative Assistant
Highly diversified and skilled executive assistant, office manager and customer service specialist. Skilled in working remotely to provide excellent services to clients for over 5 years. Specializes in prioritizing, coordinating and completing multiple tasks simultaneously and following through to achieve project goals. An avid learner and continuously seeks out opportunities to upskill herself.
Growing up, I always knew I wanted to help others. As a young child, I often took on the role as “nurse” when someone was sick. There is, and always will be a passion in me to care for and support others. I have accomplished one of my biggest goals of becoming an RN. This passion has now brought me into the business world where I can help others reach their greatest potential.
Oh, I also love chocolate lava cake!
Companies who've hired B2B Digital Assistance
Industries who've hired B2B Digital Assistance
Coaches – Money, Business, Life, NLP & Heart-centered
Promotional Products & Apparel
Real Estate – Mortgage Broker & Advertising
Commercial & Residential Painting Services
Concrete & Asphalt Company