Our Approach

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

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.