Platform Setups

You’re ready for an upgrade, but implementing seems daunting

New business tools and platforms seem to be sprouting left and right these days. The urge to upgrade is strong, but you also know the amount of time it takes to research platforms, make sure they work well with your other tools, figure out the pricing models, get it set up, learn how it works, and so on. What if you knew some who could point you in the right direction, tell you exactly how you should set it up - specific for your practice, actually do the grunt work, then train you and your team on how it works. Hi, it’s me!

Don’t put this decision on the shelf any longer.
Your business will thank you.

Platform expertise

  • Circle.so - a course & community platform

  • PracticeBetter - HIPAA compliant EHR & course platform

  • Notion - an internal workplace management platform

  • Looking at another platform? I’ve got opinions. Just ask. I may be able to help you implement or point you to another resource.

What you get

  • Platform strategy

  • Full implementation support

  • Integration into your current tools so they can talk to one another

  • Documentation, testing, and training

  • 2 weeks of post-launch support (via Slack communication app)

Katie’s holistic approach to building these systems has been invaluable in creating organized, efficient structures, allowing me to focus on what I do best: healing.

Danielle Lombardi, Founder of Portland Healing Space

Who I work with

  • Healers, therapists, and coaches who are here to share their unique gifts and support people though transformational experiences. Learn why here.

  • Both solo entrepreneurs and those who lead larger teams.

When to reach out

  • When you’ve outgrown the tools you already have or want to consolidate

  • When you’re ready to utilize automations to work smarter, not harder

Starting at $1,000

Your Investment

Payment plans available.

How it works

  • Submit Your Request

    Let me know what platform you’re looking at and how you intend to use it.

  • Custom Proposal

    I’ll send you a quote, estimated timeline, and a list of work you will be expected to prepare.

  • Implementation

    I’ll get to work and build out according to plan. We’ll then test, launch and provide post-launch support.

✨ GET STARTED ✨