Time Audit: Future Angie

Q4 2026 Snapshot
Demo Data - See What's Possible
Q4 2026 (Projected)

Revenue Impact

$425K
Combined annual revenue
Elle Mathis: $280K / Patrice: $145K
62 hrs/wk
Client-facing + proposal time
Meetings, calls, delivery, pipeline
18 hrs/wk
Admin + operations
CRM, accounting, scheduling
⚡ Adjust with AI delegation — Drag to see impact (80 work-hour weeks)
Proposals & Delivery
0% to AI
Client Meetings
0% to AI
CRM & Pipeline
0% to AI
Admin & Scheduling
0% to AI
POTENTIAL ANNUAL IMPACT
$0
Adjust sliders to see hours freed up and their value
Top domains by CRM/ops activity
DomainWeekly Hours
hubspot.com5.5 hrs
gmail.com (client email)4.2 hrs
calendly.com1.8 hrs
claude.ai (proposals)1.5 hrs
stripe.com (invoicing)0.8 hrs
Calendar meeting load (weekly)
TypeCountHours
Client/prospect calls (Elle)1216.0
Recruitment calls (Patrice)810.5
Deep work blocks1834.0
Admin / internal66.0
Both Elle Mathis & Co and Patrice & Associates showing strong, separate client calendars.

Goal Alignment

$300K+ by Dec 31, 2026 — ON TRACK

Current trajectory: $425K combined revenue. Elle Mathis (AI work design + webinars + HR consulting) at $280K. Patrice (recruitment + training hub) at $145K. Both businesses have dedicated calendar blocks and client pipeline.

AI Work Design & Build Sprint — STRONG PIPELINE

34 hrs/week dedicated to proposals, delivery, and client work. HubSpot pipeline shows 18 active prospects across both businesses with follow-up cadence in place.

Patrice Training Hub — LIVE & OPERATIONAL

Training portal active with 2.5 hrs/week allocated to module updates and team onboarding. New hires going through curriculum within first week.

CRM Hygiene — MAINTAINED

5.5 hrs/week in HubSpot shows consistent pipeline management. Deal stages updating, client notes logged same-day after calls, follow-up tasks created automatically.

What Changed

Wins

Both calendars now show strong client presence. Elle Mathis: 16 client-facing hrs/wk. Patrice: 10.5 recruitment calls/wk. Each business has its own pipeline rhythm.

Proposals and delivery work became a first-class citizen. 34 hrs/wk explicitly blocked for prospect calls, proposal writing, and client delivery — no longer scattered across email and ad hoc Zoom links.

CRM is now the source of truth. HubSpot activity went from 9.5% to 15% of weekly ops time. Every call gets a logged note. Every prospect gets a follow-up task. Nothing falls through cracks.

Training hub moved from "someday" to operational. Patrice has a curriculum, new hires have onboarding, and module updates happen on a predictable schedule (2.5 hrs/wk allocated).

Time blocks protect deep work. 34 hrs/wk of uninterrupted delivery + proposal time means revenue-generating work is defended, not fragmented.

What This Enabled

1

Both businesses have separate, thriving client pipelines

Elle Mathis bringing in $280K/yr through AI consulting and training. Patrice bringing in $145K/yr through active recruitment. No longer a "one business is the priority" situation.

2

Revenue per hour nearly doubled

From time audit perspective: previously fragmented time across 2 businesses + newsletters + skill-building. Now: 80% of work hours directly tied to revenue, with 20% ops/admin.

3

Patrice team got a training program

Training hub now live. New recruiters onboard via curriculum. Franchisees have templates and playbooks. Knowledge isn't trapped in Angie's head anymore.

4

Repeatable, scalable workflows replaced ad hoc

Lead follow-ups happen automatically. Client notes log same-day. Proposals have templates. Calendar blocks protect focus. System is defensible even on chaotic weeks.

This Is Possible — Here's How

Separate calendar blocks for each business

Quick winSetup only
Tomorrow
Block Elle Mathis client hours: Mon, Wed, Fri 9-12 (prospect calls) + Tue, Thu 2-5 (delivery). Patrice recruiting: Tue, Thu 10-12 (candidate calls) + Wed 3-4:30 (placement follow-ups). Make them recurring and immovable except for emergencies.
This week
Share these blocks with your teams (Elle Mathis coaches see when you're unavailable for client calls; Patrice team knows when you're focused on recruiting). Set them as "focus time" in calendar so meeting requests auto-decline during those windows.

Proposal template + structured writing time

Quick win6 hrs setup
Current state
Proposals are custom-written from scratch. Each one takes 3-4 hours. 12 prospects/quarter = 36-48 hours of pure writing.
With template
Build 2-3 modular proposal templates (one for AI training, one for HR consulting, one for fractional CHRO) with placeholders for client name, scope, pricing. Claude can fill these in from a brief: 15 minutes per proposal instead of 3.5 hours.

HubSpot automation: same-day call notes → follow-up tasks

Medium lift4 hrs setup
Manual version
Every prospect call finishes → manually log notes to HubSpot → manually create a follow-up task → manually set the due date. 4 min per call × 20 calls/week = 80 min of busy work.
Automated
Zapier watches your calendar for client calls → after each call ends → prompt pops up: "Quick notes for this call?" → Claude summarizes → Zapier creates contact note + task automatically. 1 min per call instead of 4.

Training hub templates → scale new recruiter onboarding

Medium lift20 hrs setup
Current
New Patrice recruiter joins. You spend 8-10 hours teaching them your process, sharing war stories, answering questions. Every new hire = 10 hours of your time.
With hub
5 modules: recruiting fundamentals, Patrice process, client communication, deal closure, what not to do. 20 hrs to build once, then every new hire goes through it in parallel (your time drops to 1-2 hrs for Q&A only). Scales from 1 new hire/month to 3-4 with same workload.