Create a client experience that they’re still going to be gushing about 2 years from now (hello, referrals)
Make your life easier. Like, a lot easier.
Every custom build project starts with an audit, where we yap about what you love doing, what you never want to do again, and most importantly, how your brain works.
Once you’ve approved the plan, you won’t have to lift a finger. I’ll build and test literally everything for you, from your inquiry workflow to your feedback process.
So that you know exactly how everything’s set up, I’ll create SOPs and charts for every process I touch.
I’ll be there to hold your hand as we take everything live—and then for 30 days afterward.
A 60-minute strategy call
Done-for-you systems setup in your CRM of choice, including branded forms and questionnaires, workflows, and canned emails
Project or task management setup
Automations so your CRM can talk to your other tools
A flowchart that shows you what’s going on in each workflow
SOPs for any processes we create or document
A 60-minute training call to walk you through your new setup
30 days of post go-live support via Google Meets
I like to think of VAs as the ones who get tasks done, and OBMs as strategists. And while my services overlap with both, I’m a one-time hire—my goal is for you to have systems you can manage, so that you don’t need to hire a VA.
On the other hand, if you’re scaling your business and really do need to start delegating, working together will get things in order first. That way, when you bring in a VA, you’ll be able to share your processes and have them jump into existing systems.
When done right, automation feels luxurious—because you’re in touch with clients before they reach out to you.
Plus, we’ll make everything sound like exactly like you, so there’s no disconnect between the emails you send and the person who gets on a consultation call.
Book a discovery call and let’s chat about it! There’s a lot of overlap between different CRMs (or project management tools), so I can usually work with what you’ve got.
This is a judgment-free zone. Trust me, I have seen some shit.
And honestly? I’m in this line of work because I love cleaning things up. Bring me your hot messes. I’m here for it.