Over four focused weeks, we will work together to select, customise, and automate the essential systems that will power your growth, free up your time, and turn your operations from a source of stress into a source of stability and efficiency.
The Launchpad Intensive focuses on setting up your four core professional infrastructure pillars for stability and scale:
A fully configured CRM (e.g., Dubsado, Honeybook, ClickUp, Zoho) to manage important contacts, service workflows, and digital files in one centralised hub.
Benefit: Never lose a lead or misplace a student record again.
Establishing the automated connection between your bank account/payment gateway and basic accounting software (e.g., QuickBooks, Xero, FreshBooks Lite).
Focus: Automated transaction syncing for clean financial records.
A tailored Project Management tool (e.g., Asana, Trello, Notion) with custom templates for repeatable services, courses, or client projects.
Focus: Creation of 5-10 core Standard Operating Procedures (SOPs) for easy delegation.
Implementation of up to 3 high-value automation workflows (e.g., auto-scheduling follow-ups, data syncing between tools).
Deliverable: A personalised, recorded video library demonstrating exactly how to maintain and use your new systems.
Impress clients with a seamless, polished, and integrated onboarding experience.
Hand off administrative work to a VA or new hire immediately using your documented SOPs.
Reclaim up to 10+ hours per week previously spent on manual data entry and email chasing.
A secure, transparent system that lets you focus on your specialized work: educating, advising, and founding.
My brand is built on the belief that strategic operations and authentic human connection should go hand in hand. I combine the relatability of a trusted friend with the execution power of an operations expert to ensure your career move or business goal is achieved with confidence.
This introductory pricing is available for a limited number of new clients committed to building their first systems with us.