Find the Right Fit
Every agency is different. Whether you're looking for a complete system transformation or focused workflow improvements, explore the consulting services designed to help you streamline operations, strengthen your CRM, and support long-term growth.
If your agency feels harder to run than it should, your systems are what's holding you back.
Missed follow ups, disorganized pipelines, and inconsistent workflows are quietly costing you placements, time, and revenue and as you grow, those gaps only get worse.
Mary Larson Consulting provides systems optimization, workflow design, and CRM consulting for nanny and staffing agencies.
Services are designed to improve lead management, streamline operations, and ensure placements move forward without missed follow ups or lost opportunities.
For agencies ready for a full operational transformation, Full System Optimization is the signature engagement.
Full System Optimization
The most comprehensive path to a fully optimized, scalable, and revenue-supporting agency operation
A complete audit, strategic refinement, and hands-on optimization of your agency's CRM across both the client and candidate sides of your business.
This is my most comprehensive engagement and the strongest fit for agencies that are ready for full transformation—not just small fixes.
Rather than adjusting one workflow in isolation, Full System Optimization looks at how your entire system functions together—where leads are being missed, where time is being lost, where workflows break down, and how your systems can better support consistent placements and growth.
By reviewing both sides of your business holistically, we uncover inefficiencies and gaps that smaller-scope projects often miss. The result is a streamlined, cohesive system that reduces manual work, improves follow-through, and supports long-term scalability.
What's Included
- Full CRM audit from start to finish
- Review of both candidate and client journeys
- Identification of inefficiencies, gaps, and missed opportunities
- Workflow mapping for leads, candidates, clients, and placements
- Automation review and optimization
- Forms and email template review
- Data cleanup and organizational recommendations
- Reduction of manual work through smarter processes
- Strategic recommendations for better CRM usage
- Hands-on edits and full implementation inside your system
- Final mapped workflow view with clear next-step recommendations
Best For
Agencies that want both strategy and execution fully handled, with minimal lift on their end.
Why This Is the Most Valuable Option
When your workflows, automations, communication, and CRM structure are fully aligned, your agency runs with more clarity, more consistency, and far less friction.
This is not a surface-level improvement—it is a complete operational upgrade.
Core Optimization
Targeted system improvements that fix what's not working—without a full rebuild
A strategic, high-impact engagement focused on identifying and improving the areas of your system that are currently costing you time, leads, and placements.
This package is designed for agencies that need meaningful improvements but aren't ready for a full system overhaul.
We focus on the highest-impact areas first—where leads are slipping through, where workflows are inconsistent, and where manual work is slowing your team down.
What's Included
- Full system audit with prioritized recommendations
- Optimization of key workflows (client, candidate, or lead flow)
- Identification and correction of gaps in follow-ups and pipeline movement
- Communication and email template improvements
- Light automation enhancements
- Process and system organization recommendations
- Strategic workflow mapping for improved efficiency
Best For
Agencies that want to fix their biggest bottlenecks and improve performance quickly without committing to a full-system transformation.
Implementation Approach
- Combination of hands-on updates and guided implementation
- Clear, prioritized direction to avoid overwhelm
- Focus on high-impact improvements rather than full rebuild
The Result
- Immediate improvements in workflow clarity
- Fewer missed leads and follow-ups
- More consistent processes across your team
- A system that starts working with you instead of against you
Candidate Workflow Optimization
Refine the candidate experience from first touchpoint to placement
A focused engagement designed to strengthen your candidate pipeline, improve communication, and create a more polished, efficient recruiting process inside your CRM.
This package is ideal for agencies that know their candidate workflow needs attention but do not need a full-system review.
What's Included
- Full review of the candidate workflow
- Pipeline and status evaluation
- Automation review and optimization
- Candidate communication template review
- Forms and application experience review
- Identification of bottlenecks, gaps, and manual inefficiencies
- Recommendations to improve speed, clarity, and candidate experience
- Strategic mapping of the ideal candidate journey
- Hands-on implementation support
Best For
Agencies that need to strengthen recruiting operations and create a smoother candidate process.
Client Workflow Optimization
Elevate your client intake, onboarding, and communication experience
A strategic review and refinement of your client-side workflows designed to create a more seamless, organized, and professional experience from inquiry through onboarding.
What's Included
- Review of lead intake and onboarding workflows
- Client communication and follow-up evaluation
- Forms and onboarding process review
- Automation opportunities identified
- Process mapping for leads through active client stages
- Identification of friction points, delays, and gaps
- Recommendations to improve client experience and reduce admin work
- Strategic roadmap for a more efficient client journey
- Hands-on implementation support
Best For
Agencies wanting a more polished, organized, and scalable client experience.
Systems Enablement & Workflow Leadership
Strategic guidance to help your team operate with clarity, consistency, and confidence
Live virtual guidance tailored to your agency's workflows, designed to improve team alignment and strengthen execution inside your CRM.
What's Included
- Live virtual session tailored to your agency
- Review of workflows, process expectations, and system usage
- Guidance on how your team should move through the CRM
- Best practices for consistency and efficiency
- Role-based workflow support
- Q&A and implementation clarity
- Optional recording
Best For
Agencies onboarding staff, improving consistency, or needing leadership-level workflow alignment.
Website Transformation
Elevate your website so it reflects the level of your agency and guides the right clients and candidates to take action
A high-level, strategic engagement designed to transform your website into a clear, polished, and conversion-driven experience that aligns with your brand, builds trust, and supports your growth.
This package is ideal for agencies whose website no longer reflects the quality of their services or is not effectively guiding visitors through the right next steps.
What's Included
- Comprehensive website audit with strategic recommendations
- Refined website structure and page flow for clarity and ease of navigation
- Elevated messaging and copy to strengthen positioning and improve conversion
- Alignment of language to ensure it clearly reflects your agency voice
- Direction for a more polished, professional, and high-end layout
- Brand alignment across colors, spacing, and overall consistency
- Identification of gaps, friction points, and missed opportunities
- Strategic recommendations to improve user experience and decision flow
- Collaborative review process with thoughtful revisions
- Full implementation with all updates and edits completed by me to ensure everything feels cohesive and aligned
Best For
Agencies whose website no longer reflects the quality of their services or is not effectively converting the right clients and candidates.
Product Experience Audit
Helping software founders build products that people actually enjoy using.
Building software is one thing. Building software that feels intuitive, efficient, and easy to adopt is another.
I review software platforms through the lens of operations, customer experience, and real-world usability. Rather than focusing on code or design, I evaluate how your workflows function, where users may experience friction, and what improvements can make your product more intuitive and valuable.
Whether you're launching a new platform, improving an existing product, or preparing for growth, I'll provide strategic recommendations that help improve the overall customer experience while supporting your long-term product vision.
What's Included
- Complete product experience audit
- End-to-end workflow review
- Customer journey evaluation
- Navigation and usability recommendations
- Onboarding experience review
- Automation and workflow recommendations
- Feature enhancement suggestions
- Identification of friction points and usability gaps
- Prioritized improvement roadmap
- Recorded walkthrough with recommendations
- Strategy session to review findings
Best For
Software founders, SaaS companies, startups, CRM platforms, internal business software, and businesses building digital products that want expert feedback before launching, scaling, or releasing new features.
Implementation Approach
- Review your platform from the perspective of a real user
- Analyze workflows through an operations and customer experience lens
- Identify areas that create confusion, unnecessary clicks, or friction
- Prioritize recommendations based on impact and implementation effort
- Deliver practical recommendations your development team can confidently implement
The Result
- A smoother customer experience
- More intuitive workflows
- Better onboarding
- Increased product adoption
- Clear priorities for future development
- A platform that feels easier, faster, and more enjoyable to use
Custom Consulting Package
Need something different? Let's build a package around your agency's goals.
Not every agency fits into a standard package, and that's okay.
Whether you need a combination of services, help with a specific project, ongoing support, or something completely unique, I'll create a custom proposal designed around your agency, your systems, and your priorities.
We'll start with a consultation to discuss your goals, identify where you need support, and put together a plan that makes sense for your business.
What's Included
- Complimentary discovery call
- Customized scope of work
- Flexible combination of services
- Project-based or ongoing consulting options
- Proposal tailored to your agency's needs
Best For
Agencies with unique needs, multiple projects, or those looking to combine services into one customized engagement.
Pricing
Custom Quote
Pricing varies based on project scope, timeline, and deliverables.
No pressure. We'll simply talk through your goals and see if we're a good fit.
Ongoing support packages are available after your project is completed — so your systems stay strong as your agency grows. Ask me about options when we connect.
Which Package Is Right for You?
Not sure where to start? Use this guide to find your best fit.
Choose Full System Optimization if:
- Your system feels messy, inconsistent, or hard to manage
- Both your client and candidate workflows need attention
- Leads or placements are slipping through the cracks
- You want everything reviewed, fixed, and fully implemented for you
- You're ready for a complete operational upgrade
Choose Core Optimization if:
- You know things aren't working—but aren't sure where to start
- You're missing leads, follow-ups, or consistency in your process
- You want to fix the biggest gaps without a full rebuild
- You need clearer workflows and better structure
- You want faster improvements without overwhelming your team
Choose Candidate Workflow Optimization if:
- Your recruiting process feels slow, manual, or inconsistent
- Candidates are dropping off or not moving through your pipeline
- Communication and automations need improvement
- You want a smoother, more polished hiring experience
Choose Client Workflow Optimization if:
- Your client intake or onboarding feels disorganized
- Follow-ups are inconsistent or manual
- You want a more elevated, professional client experience
- There are delays or friction in your process
Choose Systems Enablement & Workflow Leadership if:
- Your team is using the system inconsistently
- Processes vary depending on the person
- You're onboarding new staff or resetting expectations
- You need clarity on how workflows should actually run
Choose Website Transformation if:
- Your website no longer reflects the quality of your agency
- Visitors aren't taking action or moving through the right next steps
- Your messaging feels unclear, outdated, or misaligned with your brand
- You want a more polished, professional online presence
- You need someone to handle both strategy and full implementation
Choose Product Experience Audit if:
- You're building a software platform and want an outside perspective
- You want to improve your customer experience and user workflows
- You're preparing to launch or release major new features
- You want practical recommendations before investing more development time
- You value feedback from someone who thinks like both a customer and an operations expert
Trusted by Agency Owners
See how agencies have streamlined their systems, improved workflows, and built stronger businesses through strategic consulting.
Mary helped me completely overhaul the candidate side of my EngineHire system, and the difference has been remarkable. She identified bottlenecks I had been working around for too long and helped me build a process that finally runs the way it should – smoothly for both candidates and clients. Highly recommend Mary if you are looking for someone who brings real clarity and expertise to your operations.
Rachel A.
Nashville Nanny Agency
Mary has been a great resource to improve our client and candidate onboarding process. She has been able to make changes to enhance the use of the software that we already had in place, but that we never had the time to clean up and optimize. She is fast, knowledgeable and very efficient. My agency is running at a much smoother pace thanks to her. I highly recommend her to other agencies looking to improve their processes and systems.
Eugenia S.
District Sitter
Mary is an absolute heaven sent. She is beyond helpful, knowledgeable, and well versed in the household staffing industry. 10/10 recommend to anyone seeking more efficient processes for their agency.
Anna F.
Nanny Heroes Agency & Consulting
Working with Mary has been such a game changer for me. She's helped make my system more efficient and has saved me so much time. I feel more organized, less overwhelmed, and able to focus on what really matters in my business. I'm so grateful for her support and highly recommend her!
Cris L.
Making Memories Agency
Mary Larson Consulting has been such a valuable resource for our agency. Mary is incredibly responsive and genuinely cares about making things better—not just for our team, but for our Candidates as well. We gave her a list of our biggest pain points, and she tackled them right away. Then she went a step further by introducing improvements and features we didn't even know existed. Those enhancements made a real difference in how we operate and have created a much better experience for both our nannies and clients. Larson Consulting has absolutely been worth the investment. Mary is fabulous; knowledgeable, proactive, and a hard worker. I can't recommend her highly enough!
Sharon M.
Nannies On The Go
Mary has been working with me for years on helping customize the software I use as well as teaching me how to use it. She has been a great asset to my business and has always taken the time to help me with any issues that come about! It's been a pleasure working with her.
Dana V.
FYI Dental Staffing
We've worked with Mary Larson to update tools and appearance of pages in our business software system (CRM), as well as doing staff training. Not only is she knowledgeable in what you need and what you've asked for, she notices things to improve your business that you wouldn't even have thought of. It is well worth the investment and I highly recommend.
Genna
Babysitters of Boulder
Mary helped me completely overhaul the candidate side of my EngineHire system, and the difference has been remarkable. She identified bottlenecks I had been working around for too long and helped me build a process that finally runs the way it should – smoothly for both candidates and clients. Highly recommend Mary if you are looking for someone who brings real clarity and expertise to your operations.
Rachel A.
Nashville Nanny Agency
Mary has been a great resource to improve our client and candidate onboarding process. She has been able to make changes to enhance the use of the software that we already had in place, but that we never had the time to clean up and optimize. She is fast, knowledgeable and very efficient. My agency is running at a much smoother pace thanks to her. I highly recommend her to other agencies looking to improve their processes and systems.
Eugenia S.
District Sitter
Mary is an absolute heaven sent. She is beyond helpful, knowledgeable, and well versed in the household staffing industry. 10/10 recommend to anyone seeking more efficient processes for their agency.
Anna F.
Nanny Heroes Agency & Consulting
Working with Mary has been such a game changer for me. She's helped make my system more efficient and has saved me so much time. I feel more organized, less overwhelmed, and able to focus on what really matters in my business. I'm so grateful for her support and highly recommend her!
Cris L.
Making Memories Agency
Mary Larson Consulting has been such a valuable resource for our agency. Mary is incredibly responsive and genuinely cares about making things better—not just for our team, but for our Candidates as well. We gave her a list of our biggest pain points, and she tackled them right away. Then she went a step further by introducing improvements and features we didn't even know existed. Those enhancements made a real difference in how we operate and have created a much better experience for both our nannies and clients. Larson Consulting has absolutely been worth the investment. Mary is fabulous; knowledgeable, proactive, and a hard worker. I can't recommend her highly enough!
Sharon M.
Nannies On The Go
Mary has been working with me for years on helping customize the software I use as well as teaching me how to use it. She has been a great asset to my business and has always taken the time to help me with any issues that come about! It's been a pleasure working with her.
Dana V.
FYI Dental Staffing
We've worked with Mary Larson to update tools and appearance of pages in our business software system (CRM), as well as doing staff training. Not only is she knowledgeable in what you need and what you've asked for, she notices things to improve your business that you wouldn't even have thought of. It is well worth the investment and I highly recommend.
Genna
Babysitters of Boulder
Still Have Questions?
Here are answers to some of the questions I hear most often.
Ready to Get Started?
Let's talk about your agency, your goals, and where we can make the biggest impact.
Schedule a Discovery Call