Business process automations and analytics
Simplify your processes so you can do the things that inspired you to get into business in the first place
Imagine running a lemonade stand. At first, it’s easy! You squeeze the lemons, you take the payments, you wave at your customers.
BUT THENNN…
The whole neighborhood shows up!
And suddenly you’re juggling cups, counting money, and forgetting who asked for extra ice.
Processes and automations are like having a magical helper who says, “I’ve got the cups, the coins, the ice—go talk to your customers.”
That’s what we do for your business.
What This Service Actually Does
We step into your business, peek behind the curtain, and figure out where things feel messy, slow, repetitive, or confusing.
Then we design smart systems and automations that take care of those tasks for you.
So you can show up as the CEO, not the overwhelmed plate-spinner.
What’s Included:
Services are available on a month to month
UPDATE
-
We take inventory of your current systems and identify bottlenecks, inefficiencies, and opportunities.
-
I build intuitive, step-by-step processes to support your services, client experience, marketing, or operations.
-
From client onboarding to scheduling to payments to reminders—if you repeat it, we can automate it.
-
We select, configure, and integrate the right tools for your business—CRM, forms, scheduling, email marketing, project management, etc.
-
You receive clean, clear, repeatable SOPs so anyone on your team can follow the process without guesswork.
-
You learn exactly how to use your new systems and feel confident maintaining them.
This is PERFECT for you if…
And YOU’RE READY for…
You’re tired of doing the same tasks over and over
Forgetting who to email, which clients to follow up with, or which invoice was paid or not
Feeling like everything lives in your brain
Spending hours on admin when you’d rather be serving clients or spending time with your family
Cobbling together systems that don’t speak to one another
Calm, reliable workflows
Clear processes you can trust
Systems that save you time every single week
Automations that handle the boring stuff
Operations that grow without taking more of your energy
Examples of Systems You Can Automate
Email marketing flows
Lead capture + follow-up sequences
Scheduling and reminders
Client onboarding (forms, contracts, invoices, welcome packets)
Offboarding + testimonial requests
Project management tasks
Payment reminders
File organization
Meet Your Copywriters
UPDATE
Frequently Asked Questions
-
Not one bit. You just need to know what feels overwhelming. We handle the tech, the tools, the wiring, the integrations—everything. Your job is simply to share what’s working, what isn’t, and what you’d love to experience instead.
-
Almost anything you repeat. Client onboarding, contracts, invoices, reminders, lead follow-ups, scheduling, email marketing, project management triggers… if it happens more than once, there’s usually a cleaner, smarter way to run it.
-
Not at all. Automations actually protect your personal touch by clearing out the admin clutter that eats your time and energy. You end up with more space to connect, serve, and create meaningful interactions.
-
Most projects take 2–6 weeks depending on how deep the overhaul goes. A simple onboarding system might take a couple of weeks; a full-scale operational ecosystem takes longer. You’ll get a clear, easy-to-understand timeline before anything begins.
-
We choose tools based on your goals, budget, and comfort level. This often includes platforms like Dubsado, HoneyBook, Notion, Airtable, Zapier, ClickUp, your email marketing software, like Kit or Flodesk, and but we’re not tied to any specific system. The tech should serve you, not the other way around.
-
Wonderful. That’s when our brains light up like kids in a candy store. The more tangled the spaghetti, the more satisfying it is to sort it. You’re not behind, you’re simply ready for better support.
-
It’s an investment that pays you back in time, energy, and fewer mistakes. Most clients save hours every week after everything’s set up. The value compounds because the systems keep working, even when you’re resting.
-
Absolutely. We make sure your entire team feels confident and capable. You get training, walkthroughs, and documentation so no one is left guessing which button does what.
-
Your systems won’t crumble, they’ll adapt. We build flexible foundations that grow with you. And if you ever want help evolving or expanding your setup, we’re right here.
Running a wellness business while transforming lives is no small feat...
But feeling embarrassed about your website?— that shouldn’t be on any year’s bingo card!
Your website should feel like the heart of your business, reflecting your passion, connecting with your audience, and turning clicks into loyal clients. Let’s create a site that captures your personality and amplifies your mission, all while working as hard as you do.
