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Friend, I see you hustling. You’re putting in the work and you’re spending (way too many) hours chained to your desk. And financially, you’re running a very successful business. But…

You’re ready to simplify your behind-the-scenes operations and find a bit more balance in your life.

But you just can’t break away, and you can’t pinpoint why.

Maybe your system is cobbled together, but not really firing on all cylinders. You know you’re not using your systems to the fullest extent that you could be, and it’s time to fix that.

Maybe you feel that you’re at max capacity, but only because you spend too much time on things that don’t actually result in growth. You know it’s possible to scale, but you can’t seem to find the time to work on anything but keeping your head above water.

Maybe you’ve found yourself questioning why you even implemented your systems in the first place, because you’re STILL doing everything manually. You know it’s possible to automate your processes, but the thought of figuring it out is overwhelming.

And maybe - I’d be willing to bet - you spend so much time on backend, administrative tasks that you routinely look up at 5 pm and think, “WHERE THE HECK did this day go!? How have I not actually accomplished anything?!”

Are you ready to get your time (and your life!) back?


 
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INTRODUCING…

WORKFLOW IN A WEEK

a 4-step framework to scaling your systems
 
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AUDIT OF YOUR CURRENT SYSTEMS

First things first, we’ll kick off the process with an intake form so that I can gain a full understanding of your business infrastructure.

You’ll tell me...

  • What systems you’re using

  • How they’re are currently running

  • Where you spend the most time in backend administrative work

  • How you want your systems to serve your clients

  • How you want your systems to serve YOU

...and you’ll (securely and safely) give me access to all of your backend tools so I can take a good look around.

 
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RECOMMENDATIONS + KICKOFF CALL

Once I’ve had a chance to take a tour of your systems, I’ll formulate my recommendations. These recommendations will draw from my experience having built business systems for more than 50 clients, as well as what I know to be best practice in client experience and operations automation. Then we’ll pow-wow together on a kickoff call.

During our conversation, we’ll decide on the best course of action to help you do more in LESS TIME with LESS EFFORT - while also giving your clients the elevated, high-quality, high-touch experience that they’re craving.

Together we’ll devise a plan to...

  • Create a virtual Headquarters for your business


  • Automate as much as possible, while infusing your personal touch

  • Make sure your clients flow through your system seamlessly, and with extra care


  • Simply and effectively manage small, large, and recurring projects


  • Most importantly - save you sweet, sweet time

 
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WORKFLOW SET-UP

After our call, I’ll get to work!

The actual deliverables will vary from client to client, but the things I could handle for you include:

  • Automating your Dubsado / Honeybook workflows

  • Setting up an onboarding sequence that WOWs your clients

  • Automating your scheduling with Acuity/Calendly

  • Implementing a client tracking system in Asana

  • Setting up a project management system in Asana

  • and more! completely customized to YOUR business

 
 
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TRAINING + FINAL WRAP-UP

Once I’ve tweaked and mapped and flowed and synced, your systems will be fully optimized and we’ll connect again for an in-depth training session.

I’ll show you…

  • How to actually use everything that I’ve set up for you

  • How to make changes later on, as your business evolves

  • and more than likely, a few extra tricks and hacks to make your life easier along the way!

 
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 When we’re finished, you’ll have a foundation of efficient business systems that are optimized to support your clients at the highest level, on autopilot.

 
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Investment

No two businesses are the same and no two systems are the same. Your Workflow in a Week project will be completely customized to fit your specific needs, and could range from $1,497 to $2,897.

After an initial discovery call to discuss your business, operations, and systems needs in more detail, I’ll provide a proposal to include the specific deliverables and details of your investment.

 SO ARE YOU READY?

To get your time back. To automate your operations. To serve your clients at the highest level.

I’LL HELP YOU CREATE EFFICIENT SYSTEMS + RAVING FANS FOR YOUR BUSINESS.