SYSTEMS AUDIT
Behind every successful creative is a system that works for them.
If you feel like you’re working for your systems, it’s time to shake things up.
Maybe you’ve dabbled in Dubsado. Or maybe you’ve given ClickUp a try.
you love the idea of systems
In other words, you know there’s so much your systems could be doing for you—but you’re too slammed doing your actual job to figure it all out yourself.
DIY Based on Expert Advice
You want the best of both worlds
That’s the idea behind the Audit—I’ll look at your existing systems from not one, but two POVs.
1: Yours, because your systems exist to make your life easier—not to create endless busywork
2: Your client, because your systems also exist to make them feel valued and supported the whole time they’re working with you
All you have to do is show up, word vomit about your current setup, and let me start coming up with solutions.
WHEN WE'RE DONE, YOU'LL HAVE:
A freaking plan that breaks down what you need to do over the next 30, 60, and 90 days to get your systems on track
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Advice on tools that will Change. Your. Life. from someone who’s literally tried them all
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The immediate relief that comes with having someone else tell you exactly how to elevate your client experience
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WHAT YOU GET
A 60-minute kickoff call where we’ll review your systems (btw, this is your safe space to vent about what’s not working)
An action plan that breaks things down into small bites to implement in the next 30, 60 & 90 days
My recommendations for 2 tech tools that will make your life so much easier (and let me tell you, I know them all)
A 30-minute review call
INVESTMENT STARTS AT $549
I’m always the one who raises her hand in a meeting to say “There has to be an easier way to do this.” And if you’ve ever worked in the corporate world, you know raising your hand means you’re going to be the one to find the “easier way.”
Worksimple was founded to help creative business owners find the “easier way” for their business. I’m a fan of using software and automation to take care of tedious tasks—without ever losing the personal touch that made your clients fall in love with you.
(BUT YOU CAN CALL ME GAIL)
That’s the idea—I’ll map everything out for you, and then you dive in and build the forms and workflows you need.
However, I don’t leave you high and dry. We’ll have a 30-minute review call to make sure you feel confident. I’ll also share resources to help you with any tools you’re using.
Do I have to make the changes in my own CRM?
When it comes to audits, I’ll look at whatever you’re currently using. If I don’t think it’s the best software for your needs, I’ll make other recommendations.
If you decide to upgrade your package to include a Systems Sprint, we can do work inside Dubsado, Honeybook, ClickUp and Notion. If you choose a custom build, there’s even more flexibility when it comes to tools.
What systems do you work with?
You’ll have a plan for what to fix or change in the next 30, 60, and 90 days to get your systems up and running.
But if we hit it off and you’d rather pass the work off to me, you can upgrade to one of my done-for-you packages.
What happens after my audit?
