Stabilize Your Systems
Tend to your business roots, so you can soar.
You’ve taken your business from a seed of an idea to a growing plant. However, the systems you started with aren’t able to hold your growing client list, busy schedule, or all your brilliant ideas. There comes a point when your efforts to grow are met with resistance: launches flop, projects never get completed, and hiring VAs goes nowhere. The solution? Automate and streamline your foundational back-end systems and operations, so you have the strength and capacity to branch out toward your vision.
How would it feel for you to have:
extra time in the week to finally tend to your creative projects?
a lineup of ideal clients ready to get to work?
repeatable processes and income to lean on when things get bumpy?
your ideas and business information organized in one spot?
Allow technology to do the heavy lifting, while still providing genuine connection.
Common systems I address:
Client Experience System (Onboarding/Off-boarding)
Client Hub / EHR Systems
Project/Task Management System
Creative Ideas Hub
Content Management System
Sales Systems & Email Funnels
Testimonial Tracking System
SOP Documentation System
Password Management System
Software Management System
Invoice & Time Tracking Tracking System
I tend to get really scattered. Katie has a superpower of taking all the ideas you present and breaking them down into a step-by-step action plan. She is a vital asset in taking your business to the next level, as well as being super supportive in the process!
Jessica Laprade, LMT, Nutrition & Toxin Specialist
What you get each month
20 hours to fix your foundational systems or implement new ones
Communication app (Slack) to ask questions in the moment
Project & team management included for system-specific work
The process
I’ll send you a short intake form to identify immediate opportunities
We’ll meet for a 60 minute kickoff call to create an overall plan
I’ll get to work and will communicate with you via Slack if more info is needed
With each system you and your team will receive documentation and training
We’ll focus on 1-3 systems per month and continue until you are ready to pause or stop
Get out of the weeds,
so you can focus on your healing craft.
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
You have at least 1 year of experience building your business online.
You’re ready to step it up, confidently invest in a monthly retainer, and commit to your growth and mental well-being.
Common requests
“I need help streamlining…”
My onboarding process so I don’t spend all my time scheduling appointments, chasing down payments, and repeating myself.
My ideas! They’re scattered in journals, post-its, and my computer.
My hiring practices so onboarding and training new staff is a breeze.
My sales process so I can make sales while I’m on vacation.
My inbox so it’s not cluttered with client inquiries.
My communications.
$2,500/month
Your investment
Pause or cancel at any time.
I recommend starting with 3 months to notice lasting results.
How it works
-
Business Questionnaire
I'll ask questions on your where you are stuck and what systems you currently have in place.
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Kickoff Call
We’ll jump on a 60 minute call to gather access to platforms and walk through a plan.
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Implementation & Repeat
I'll implement, document and train you on your brand new streamlined systems.