Activate 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

Your Business Blueprint is required first to identify which system(s) to activate and in what order.

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 in one month

  • One fully built out personalized system, integrated into your existing architecture.

  • One visual map of how all the pieces fit together.

  • Standard Operating Procedures (SOPs) to help explain the process.

  • 2 weeks of post launch support, via email to answer questions that arise after activation.

The process

  • Week 1: Plan - Together we’ll map out your new system and gather details.

  • Week 2: Build - I’ll spend the week in your back-end putting the pieces together.

  • Week 3: Train & Revise - We’ll walk through set up and revise where needed.

  • Week 4: Handoff & Documentation - Be confident that you can manage on your own.

Get out of the weeds,
so you can focus on your healing craft.

Your Investment

Pricing is based on size of project.
Purchase Your Business Blueprint first, so I can guide you on what to prioritize. Pricing does not include additional costs for software.