Actionable Plans for Visionary Women!

Our Services

Strategic Mapping Model

Starting at $1800

Customizing Workflow partners strategically with visionary female entrepreneurs to bring clarity and structure to their business goals. Through the Strategic Mapping Model™, we work together to shape your vision into a focused, actionable annual plan. In our 3 two-hour sessions, clients come away with a clear roadmap of next steps, organized by priority to support their growth and success. With this tailored plan in hand, they’re empowered to move forward confidently, knowing exactly where to focus for maximum impact.

Keap Customer Relationship Management (CRM)

Starting at $2600/month

  • Campaign management automation setup

  • Contact list segmentation

  • In-depth reporting and analytics

  • Ecommerce - orders, products, failed payments

More about Terri P Williams

I'm a strategic partner for female entrepreneurs, guiding them in bringing clarity and order to their business vision. Titles range from Director of Operations to Operations Strategist to Implementer – but regardless of what you call me, my focus is on making tech and systems work for you, not the other way around.

My approach centers on creating a seamless balance between people and processes, removing the overwhelm from your journey as you work toward your big, audacious goals. I’m here to bring a sense of calm, efficiency, and even a touch of delight as we tackle those high peaks together.

Consider me your structure ninja, your roadmap architect, and your go-to implementer. I thrive on streamlining your operations so you can focus on the heart of your business while feeling assured that every task is handled with precision. I’ll help you stay laser-focused on the top priorities and relieve the weight of lingering to-dos

Through Customizing Workflow, I share insights on organization, purposeful planning, and business growth, along with glimpses of the inspiring moments that fuel my work and life journey.


Mission

Customizing Workflow partners strategically with visionary female entrepreneurs to bring clarity and structure to their business goals. Through the Strategic Mapping Model™, we work together to shape your vision into a focused, actionable annual plan. In our 3 two-hour sessions, clients come away with a clear roadmap of next steps, organized by priority to support their growth and success. With this tailored plan in hand, they’re empowered to move forward confidently, knowing exactly where to focus for maximum impact.

Values

  • Be authentic, always

  • Continuous self-reflection - entails meditative moments at the start and end of the day, pondering what the day may hold and reflecting on its evolution by day's end

  • Perpetual learning - lifelong learning for the benefit of our clients and the business

  • Planning yields time - Planning creates time by organizing your actions effectively.

  • Embrace the journey - stay mindful; treasure the small moments; the universe is infinite; and always remember to smile and laugh every single day