Do It Yourself: I Provide the Tools, You Implement.
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
Agency Audit: Operations, Team & Brand
Performed in depth by Carey, so you can see exactly what's broken, and how to fix it.
A comprehensive agency diagnostic to map your agency across all 3 pillars: operations, team and brand.
Full operational workflow review across your GC and IP journeys: intake, screening, matching, and case management
Team structure and capacity assessment, role clarity, workload alignment and key team member feedback
Brand and messaging audit across your website, social channels, and client-facing materials
A written findings report outlining exactly what’s working, what’s leaking, and what it’s costing you
A live walkthrough call to review your results together and answer questions in real time
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.
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:
Agency Diagnostic Evaluation
30/60/90 Day Game Plan
Four 60-minute private advisory sessions per month, via video chat or phone call
Email access between sessions for quick questions and document reviews
Accountability and implementation checkpoints tailored to your pace and goals
Session recordings with summary and action items delivered after every call
A thinking partner who has seen the inside of surrogacy agency operations and knows where the real friction lives.
Before you book the call.
Why do packages require a discovery call?
Which package is right for me?
How is DIY different from working with you directly?
How long do I have access to the materials?
What if I decide I need more support after starting DIY?
