“How did you become a systems strategist and coach?”
It’s a question I get asked all the time. (Usually with the tone of why would you want to do that…) The short answer is: I didn’t plan for this—but looking back, it makes so much sense.
Losing My Job in 2020 Led Me to Something Even Better
Like so many others, my career took an unexpected turn in April 2020 when my HR position was eliminated due to COVID. I wasn’t just handling employee benefits. I was deep in the tech side of HR, helping implement and onboard two HRIS (Human Resources Information Systems) at my company.
So when I found myself suddenly job hunting in a world where no one was hiring, I had to pivot—fast.
I stumbled upon a Virtual Assistance course and thought, why not? I signed up, started learning, and quickly launched my own VA business.
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Dubsado Was the First System I Set Up in My Business—And I Was Hooked
That VA course introduced me to all the essential tools I’d need to run my business. I remember the lesson on tech going something like this:
✅ You need a way to take payments → Dubsado does that.
✅ You need to send contracts for digital signatures → Dubsado does that.
✅ You need to collect client information → Dubsado does that.
My immediate thought was…”Why would I piece together multiple tools when one could handle everything?”
I set up Dubsado immediately. Then, because I was working hourly at the time, I did everything I could to automate the admin side of my business. More automation meant more billable hours.
And that was my first “aha” moment: automation wasn’t just convenient—it was profitable.
My Journey to Systems Strategist (and a Lot of Pivoting!)
I started as a general VA, doing a little bit of everything. But I knew I needed to specialize if I wanted to charge more. So, I tested out different niches:
📝 Blog management
📱 Social media management
✍️ Copywriting
… but nothing really clicked.
While I was figuring this out, I found myself in the back end of a lot of businesses. I worked with tools like Kajabi, Keap, FloDesk, Kartra, Thinkific, ClickUp, Zapier, Asana, and Trello—just to name a few.
And then it hit me: The thing I loved most about my work wasn’t the writing, posting, or designing—it was building the systems that made everything run smoothly.
Turning My Love of Systems into a Business
I sat down and wrote out everything I had done in my past roles. A common theme kept showing up:
✔ I hated repetitive tasks.
✔ I loved automating things to save time.
✔ I was naturally good at organizing and streamlining processes.
So, I asked myself, how can I turn this into a business?
And that’s when I remembered Dubsado. My trusted sidekick in my VA business. I loved automating everything to save myself time and it worked well. I got lots of rave reviews from my clients about my booking system. That’s when I thought why not do something with that?
I started researching and quickly realized that so many business owners were struggling with their client journey. They’d spend months (or even years) trying to set up Dubsado on their own—losing leads, wasting time, and feeling completely overwhelmed.
I knew I could help.
So, I shifted my business to focus on systematizing creative businesses. I built workflows, automated their client experience, and watched as my clients gained back hours of their week.
Their businesses grew. Their stress levels dropped. And I knew I had found my true calling as a systems strategist.
Becoming a Systems Strategist & Certified Dubsado Pro
Every business I work with is unique, and sometimes, that means helping my clients rethink the way they do things. Change isn’t always easy—but when they see how much smoother their business runs with the right systems in place, it’s a game changer.
Now, I spend my days helping creative entrepreneurs work less, make more, and WOW their clients through automation and seamless systems.
The Best Part About Being a Systems Strategist?
I get to take something that most business owners dread—setting up tech, automating workflows, mapping out the client journey—and turn it into something that empowers them.
So, if you’re still stuck in the “Dubsado is overwhelming” phase, trust me—you don’t have to figure it out alone.
If you’re ready to finally love the way your business runs, let’s chat. I’d love to help you build a system that works for you, so you can get back to doing what you love.
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