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Book A Biz Strategy Session

CREATE A THRIVING BUSINESS

Get Things Done 

We help coaches and consultants who are overwhelmed by technology, automate their business resulting in more time to do the work they love - guaranteed.

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WHAT WE DO

We Are Experts In Business Systems and Processes

Client Management

Relationship building, nurturing and consistent client care is key. We work with you to create the best client experience for your practice. From onboarding to client appreciation we’ve got you covered.

Lead Generation and Sales Systems

You have a marketing plan, let’s execute it. Getting consistent leads and converting prospects into clients requires systems. We help you develop your sales funnels using automation.

Systems and Workflows

Your business runs on systems, we work with you to create streamlined systems for your business that make scaling a smooth process. We specialize in setting up Hubspot and Dubsado CRM systems.

ABOUT US

Get Ready for Profit and Growth Using Automation

Be the CEO in your practice and focus on the work you love instead of the “business of running a business”. When you are ready to grow or even scale, you will need systems that allow you to automate and delegate. Your process for onboarding and serving clients should flow smoothly whether you have 10 clients or 100. If you are still performing your day-to-day tasks without systems or automation, schedule a call now so we can show you 3 places to get started with systems. 

Ready to get started growing a profitable coaching practice you enjoy with more time? Get started today.  

Automate Your Systems

     VIP Day and Intensives

  

VIP Day 

Dubsado Strategy and DFY


A full systems set up for Dusbado.

We map out the client journey for (1) signature program to include:

--workflow mapping session

--create client journey workflows

--emails and packages in Dubsado.

Proposal

Agreement

Invoicing

Lead capture

--follow up and onboarding emails  

--client portal 

Apply Here

VIP Intensive 

Leap Into Leverage: Systems and Automation

Create an efficient and streamline operations hub that integrates with client mgt and sales sytems.

We walk thru your client journey together and link to your business operations

--Client Mgt (CRM)systems  

--Invoice Systems

--Email marketing autoresponder

--Automation that scales

 

Apply Here

Business Retreats

Simply Streamlined Retreat in Portugal

Join me at the SImply Streamlined  retreat in Portugal and reimagine your business. In 5 days, you'll be able to walk away with everything you need and the confidence to make it happen!Simply Streamlined Retreat in Portugal

I want in!

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