Hey Business Owner, Are you feeling like this in your business?
Stuck
Are your processes stuck in your head, making you feel as if you are the only person who can execute certain tasks, leaving you frustrated and overwhelmed?
Scattered
Is your back office a mess, resulting in you feeling overworked, spending countless hours doing manual tasks instead of delegating work, bringing in new clients or creating new products/services?
Scared
Are you clueless and confused on where to start to pick the best system(s) for your business?
LET ME TELL YOU SOMETHING…
All business owners feel like this at some point in their business.
This is just a clear sign that it’s time to upgrade your processes
and add automation to your business back-office.
Now, imagine if you could…
- Submit a proposal in minutes instead of hours with a click of a button
- Streamline and step up your client experience to gain and retain more clients
- Have less stress and more free time to be creative, giving you more energy and joy
- Hire experts or staff with ease because you have processes making onboarding faster
- Delegate tasks so you can be ‘in the room” to market, network and promote your business
- Lead as the CEO and be the pioneer in your industry
This is the power of integrating automation into your business.
Don’t let fear or intimidation stop you. No more being scared because…
What got you here, won’t get you there! You know why? You can’t grow without structure – period! We often want “more” but don’t have the systems and processes in place to handle what “more” looks like. So, don’t get caught in the trap!

Let me help you get your life together and step up your back-office game with my…
CHAOS TO SYSTEMS
PROCESS & AUTOMATION SERVICE
Let’s collaborate together so you can stop wasting time, start making more money to hit your income goal faster and be the CEO instead of the Worker in your business!
Here’s What You’ll Experience…
- Have a process mapping call to create a customized strategy
- Identify and gather all needed documents that align with your client experience
- Develop a process manual documenting your processes
- Create personalized emails aligning with your brand
- Set up system
- Build workflows automating your steps
- Test automation to ensure the best client experience
This may sound like a lot but don’t fret.
I’m here to hold your hand and break this down for you in bite-size pieces – so no worries!
Plan carefully and you will have plenty; if you act too quickly, you will never have enough.
– Proverbs 21:5
The first step to growing your business is with an infrastructure of processes, back-office systems and automation that support where you are, and where you are going so you can GET MORE DONE with less time, GROW AND SUSTAIN your business and MAKE MORE MONEY – faster!
So, still not convinced you need automation? Yeah, I know it can be scary. That’s the reason why I have created a couple packages that will fit your need and budget!
Need help getting started in Dubsado? This is for the I-want-to-do-it-myself CEO who has Dubsado but just needs a little hand holding to get started so they can build their own workflow. In this one-hour session, we will walk through your processes, identify needed documents and emails, share insight on features and create a step-by-step workflow template that you will later use to build out the workflow yourself.
Need someone to build out your workflows? This is for the on-the-go CEO who wants to leave the execution to the experts. Whether you need one or many workflows created, we will do everything from the system set up to workflow build out to mini video training so you have the exact steps on how to use your new automation once it’s created. We truly make it easy for you to turn chaos into systems with a click of a button.
FAQs
Schedule a consultation call we can chat and confirm that we will work well together. If we agree, pick your package, pay the invoice and get ready for our kick-off call.
First, we will have a kick-off call so I can learn more about your brand, where you need help to streamline, improve your service experience and reduce chaos in your back-office. Then, we will deep dive into your process(es) – and no worries, if they are in your head because I will write them down and create a process map for you. After the call, we will follow the 7-step process.
Depending upon how many workflows you need, after the kick-off call, it could take anywhere from 1-6 weeks. This depends upon how long it takes to return the requested deliverables and the complexity of the workflow. A timeline will be provided during the kick-off call. Great care is put into every detail to ensure the automation reflects your brand.
Dubsado is our preferred system for business owners “getting their feet wet” with integrating automation into their business for the very first time. However, if you are a more savvy and established business owner needing an all-in-one system, we also do Kartra build outs.