CHOOSE YOUR PATH

Do It Yourself: I Provide the Tools, You Implement.

PACKAGE 01

Agency Audit in a Box™


A comprehensive self-diagnostic digital tool for your agency's operations, team and brand presence. Download instantly and complete on your schedule.

*Includes a 30 minute video call with Carey to review your audit and game plan 

$749
One-time · Work at your pace
PACKAGE 02

Agency Audit: Operations, Team & Brand

Performed in depth by Carey, so you can see exactly what's broken, and how to fix it.

What you get:  

  1. A comprehensive agency diagnostic to map your agency across all 3 pillars: operations, team and brand. 

  2. Full operational workflow review across your GC and IP journeys: intake, screening, matching, and case management

  3. Team structure and capacity assessment, role clarity, workload alignment and key team member feedback

  4. Brand and messaging audit across your website, social channels, and client-facing materials

  5. A written findings report outlining exactly what’s working, what’s leaking, and what it’s costing you

  6. A live walkthrough call to review your results together and answer questions in real time

  7. A customized 30/60/90-day roadmap, plus direct access to me throughout the 2 weeks, built by someone who has run a surrogacy agency and knows exactly where the real friction hides.

Custom
One-time · 2 week timeline
Book Discovery Call
PACKAGE 03 · COACHING

Agency Advisor

You know what needs to be fixed; you just need a guide to get you there. Use on its own or in addition to any package.


What you get:  

  1. Agency Diagnostic Evaluation 

  2. 30/60/90 Day Game Plan

  3. Four 60-minute private advisory sessions per month, via video chat or phone call

  4. Email access between sessions for quick questions and document reviews

  5. Accountability and implementation checkpoints tailored to your pace and goals

  6. Session recordings with summary and action items delivered after every call

  7. A thinking partner who has seen the inside of surrogacy agency operations and knows where the real friction lives.





Custom
Weekly sessions · 3 month initial commitment, then month to month 
Book Discovery Call
QUESTIONS, ANSWERED

Before you book the call.

Why do packages require a discovery call?
Because a generic template dropped into your inbox will not move your agency forward. The discovery call is where I learn your team size, case volume, existing systems, brand messaging, and growth stage, so every framework and tool you receive is contextualized to your specific agency. It is free and there is no pressure or pitch.
Which package is right for me?
If you prefer an all in one solution that is completely self-paced via digital download, start with the Agency Audit in a Box™️. If you prefer a deep dive with personal advising included, start with the Agency Audit. If you just need someone by your side as a guide, the Agency Advisor sessions are for you. 
How is DIY different from working with you directly?
DIY means you receive expert-level frameworks, audits, and tools and you implement them on your own schedule. There is no ongoing implementation support from me. If you want in depth analysis, implementation of solutions and my personal guidance throughout, my Done With You Packages are the better fit.
How long do I have access to the materials?
Private access means the frameworks, templates, and deliverables are yours to use on your timeline, at your pace, for your agency.
What if I decide I need more support after starting DIY?
That happens often. Many agency owners begin with the audit or async program and later transition into my Done With You solutions once they see exactly where the biggest opportunities live. We can discuss that anytime.
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