Systems & Automation

1:1 clients, group programs, and memberships...OH MY!

There are a ton of moving parts when it comes to running a successful business. Add the fact that the business functions primarily online is enough to make any normal person's head spin and feel like they are a hot mess. 

We get it. And we can help. Automation and Systems are the key to a thriving business - especially one that needs to run like a well oiled machine.

We do not believe in the cookie-cutter approach and that no two businesses are identical in how they operate. Let us build you a custom automation package that could include some or all of the following:


Are you finding that your marketing is not attracting the types of clients you are looking for?

Or maybe you are not attracting any at all right now?

While having the right branding and messaging, consistency is key to effective marketing.

Let us build you a custom automation package that could include some or all of the following:

Marketing Specs

establishing a branding guide, a place where all your marketing pieces are located - logos, color codes, fonts, etc.

Social Media

mapping out what platforms you should be focusing on, how often you are to post, what you should be posting, and how to best engage with your followers.

Email Marketing

creating a process that allows you to stay in front of your target audience beyond social media.

JV / Affiliate Management

setting up a process by which your partners are able to easily promote your products & services, as well as a way to track their efforts & payout any commissions earned.

Promotional Calendar

determining what platform is best for you to use and processing out how to utilize it to its fullest. This is the "what is going to be sent out / posted, and when" schedule.

Blog & Newsletters

determining if you should be blogging & / or sending out newsletters, how often, what types of things to write about, and what platform(s) you should use.

Product Launches

creating a systematic approach to your launches - allowing you to save time , energy & money by establishing a rinse & repeat model.


It's one thing to make a sale, its another thing entirely to ensure you have a happy client long term.  This becomes harder and harder and harder as you grow.

Too often your expertise becomes dimmed or even lost entirely to a poor client experience.   YOU may be doing great work, but when the client’s payments don’t go smoothly, or your calendar is double booked, or they constantly have to email you to get their handouts – or whatever ‘back end stuff’ isn’t working, it makes your entire business look unprofessional. It reflects badly on you and it distracts your client’s focus from your brilliance.

At the end of the day, if your clients are not happy - you are not going to be happy.

This is why we developed our Automation Essentials Package - to ensure your clients feel they have made the right decision to work with you and become raving fans.

Lead Follow-Up

determining & processing out the steps you need to take in order to turn that lead into a paying client.

Client Fulfillment

what needs to happen in order to deliver your programs & services. These are the steps that turn your clients into raving fans.

New Client Intake

the steps you need to take to make sure that each new client is made to feel like they are your #1 client.

Ending Client Relations

determining what you are going to do now that what the client purchased from you is complete; the "what's next" steps.


Let me ask you this...

Tired of wearing all the hats? Tired of dropping all the balls? Tired of doing it all yourself?

Bringing on team members, even if it is just one VA, may seem like a simple task. But, it can all fall apart if you don’t have the proper systems in place to train, grow and manage your team.

Let us build you a custom automation package that could include some or all of the following:

Team Rolls & Position Descriptions

when everyone on the team, especially you, knows who is is doing what - your business will run like clockwork. No more "I didn't know I was responsible for that".

New Team Member Intake

finding team members and bringing them on board is nothing to take lightly. Having the proper procedures in place will ensure that your team members can hit the ground running. 

Ending Team Relations

sometimes things happen and you need to part ways with a team member. Lets make sure that transition is as smooth as possible.

Project / Task Management

we will help you determine which is the best task management platform(s) to use, how to use it to it's fullest so you never need to ask "has this been done".

Team Communication & Management

along with the task management system, determining & processing out how you work with your team to ensure that expectation are met

Each Automation Package Includes:

  • Road Map

    A custom road map that will show each step taken from start to finish.

  • Process Documents

    Detailed step-by-step directions for how you perform the steps laid out in the road map.

  • Templates

    Any templates and scripts that are needed to enhance the process documents.

  • Automation

    We will set up all aspects of the system that can be automated.

  • Delegation

    We will show you which pieces of each system can, and should be, delegated. And should you need it, help you to find the right team member(s) to keep you and your business running like clockwork.

Think this, or any of our other programs may be right for you? Lets talk. I invite you to schedule a free, no pressure, discovery session with me. Simply click on the button below.