Business Management Made Easy

I work with small businesses, creatives, and entrepreneurs looking to elevate their client experience, reduce admin work, and improve their business systems and processes.

If you’re not sure which CRM will be best for your small business, book a call or read more on the blog!  
When deciding on a system, it’s important to factor in the size of your business and any unique needs you have.

No, both Dubsado and HoneyBook are business management software that help streamline client workflows and business processes.

You can! However, working with a system strategist will eliminate the guesswork and allow you to have systems up and running quickly while making the most of all the latest features available.

Done-For-You business system setup will work best for businesses that have a solid idea of their services, pricing and processes. You will benefit the most from your investment if you have a clear idea of what you want your client experience to look like and are ready to invest in streamlining and automating it.

I find that new business owners are frequently making changes to their offerings, process, branding, etc. For Brand New Business Owners, I recommend starting with a System Strategy Session. I can help you map out a simple system that you can build yourself. It'll save you tons of time, while you're figuring everything out and be easy to change as you're learning what works and what doesn't for your business.

No problem! During our Workflow Strategy Session, I’ll help you map out a process based on the information you provide. We’ll discuss your services, client interactions, and business needs, and I’ll guide you in creating a streamlined workflow that works seamlessly with your CRM.

I’ve worked with a wide range of business owners and service providers, so I can offer expert insights on what will (and won’t) work in Dubsado or HoneyBook—saving you time and frustration.

Before we start, you’ll complete a pre-work questionnaire and provide any necessary assets (logos, branding, contracts, email templates, etc.). Once that’s done, we’ll have a Workflow Strategy Session to map out your automations.

Yes! To keep the setup process smooth and efficient, I’ll need your services, pricing, branding elements, and key client communication details before we begin. Don’t worry—I’ll provide a checklist to guide you through what’s needed.

As part of my 30-day support, you’ll receive:
✅ A detailed Next Steps Guide outlining key actions
✅ Access to a video training library with step-by-step tutorials
✅ Recommended steps to help you maximize your system

I also encourage my clients to explore Dubsado and HoneyBook’s own training resources for ongoing learning and confidence in using the platform.

Absolutely! Your system is designed to be flexible. After our offboarding session, you’ll have a clear understanding of how to make updates. Plus, with the video training library, you can confidently tweak things as needed.

If you’d like extra guidance after your included support ends, you can book a 1:1 support session or opt for my ongoing support package to get expert help whenever you need it.