CLICKUP AND HONEYBOOK SETUP FOR BUSINESS OWNERS
You think ‘who has time for this anyways?’ In the meantime, you keep doing things by hand, copy/pasting the same links on repeat, and taking the hard route for every task because it feels “easier” than figuring out how to automate it.
But by doing that, you’re wasting time, making less money per project and it’s taking up way too much headspace to remember all the things you need to do.
The greatest asset we have is time. What if you could run your business (and make more money) on less of it?
When you have systems that work for you, your business doesn’t need as much hands-on management from you — and you can...
Onboard a new client in 30 min (instead of 4 hours)
Spend more time away from your laptop
Stop having to constantly be “on” 24/7 (so you can go to the gym, spend time with family or go on vacation without feeling like your business needs you all the time)
SYSTEMS AND TECH SETUP SERVICES
A done for you service designed to help you finally get your systems and processes in lock, so you can save hours every week.
GIVE YOUR CLIENTS A HIGH-END EXPERIENCE
Systems and Tech Setup
This is for you if you have one area of your business that feels chaotic and you’re always manually doing everything in your business. You want someone to just handle it for you so you can get back to doing the work you love and save hours per week.
WHAT YOU'LL GET:
✓ SYSTEMS STRATEGY & MAPPING
We start with a strategy call to get clear on your workflow and where it's breaking down, then build a visual map of exactly how your new systems will work — so nothing gets built until the plan is solid.
✓ CUSTOM AUTOMATION BUILD
Your chosen tools fully set up, connected, and automated, so the busywork — reminders, follow-ups, handoffs — runs in the background without you touching it.
✓ ONE PROBLEM, FULLY SOLVED
We pick one area of friction in your business — onboarding & offboarding, email marketing, or your membership community — and build a real solution for it, not a patch.
✓ TRAINING & SUPPORT
A custom library of training videos so you're confident running everything yourself, even if you're not tech-savvy, plus 14 days of email support after we wrap in case anything comes up.
Starting at $1,500
Timeline: 2 weeks
Payment plans available
You bring your process (even if it’s just in your head or on a bunch of sticky notes–no judgement here) and I’ll build the systems.
Want consistent, glowing 5-star reviews? You’ll need to focus on your client experience—but that doesn’t mean you have to put in more work.
With customizable email templates, an organized client portal, and easy-to-use contracts and proposals, your clients won’t ever have to ask you to fix a link or where something is— and you won’t have to remember 83 tiny steps for each new booking.
Tired of putting in so much effort creating Instagram posts only for it to fizzle out after 48 hours? It was time to start building your email list (like yesterday).
You’ll get an opt-in form, freebie strategy and design, email templates, and all the tech setup handled, so you can finally get out of the content hamster wheel and spend more time binge watching your fave TV show (because you have a long-term strategy that works).
Want to start a membership community but the tech keeps getting in the way? I got you. The difference between a good membership and a bad one goes down to the set up and strategy.
With help choosing the right platform, and tier setup, we’ll make sure your members feel right at home from day one. Because you don’t just want sign-ups, you want members who stay.
Okay. I have a liiiiiiitttttle confession to make. I was about 2 years into my business before I finally set up my own templates, systems and processes. I’m not just any “systems set up gal.” I’m a marketing pro who’s been there and knows what it’s like.
I’ve been where you are—recreating the same templates every time a client signs on, scrambling to send out a proposal, and writing the same emails over and over. Until I realized—wait. Why don’t I create templates and set up systems so I can save myself time every. single. week?
If this sounds like you, book a call and let’s set up your systems and tech!
I can help with tech like…
Need help with tech that’s not on this list? Reach out and let’s chat! I’m very tech-savvy and I’d love to help out!
FREQUENTLY ASKED QUESTIONS
When you have a backend that’s built to hold together, you can take on more clients, deliver a seamless experience, and step away from your laptop knowing everything is handled—no creating proposals from scratch at 11 pm anymore. Let’s make it happen!
