The best systems are built with your services at the foundation.
Click where you are on your journey to getting organized below and I'll tell you what service you need.
During your intensive, we would document your service offerings in detail and refine the details of the service to minimize stress and maximize automation opportunities. We'd also plan out the workflows and workflow steps for delivering your service(s) so you have a solid plan to do your systems setup.
Plus, if we work together, I'll include my Business HQ installation as a bonus so everything we plan for your services is located in a central location.
During your intensive, we would conduct an audit to locate bottlenecks, client experience improvements, and opportunities for more automation. We'll also document your workflow steps with improvements you can make to resolve any issues found.
Plus, if we work together, I'll include my Business HQ installation as a bonus so everything we audit is located in a central location.
You might be buried in work due to multiple systems and workflows that need attention. During your project consultation we would discuss the areas of your business that burn you out. Then, we would do a custom project to organize and streamline the areas you need help with the most.
Plus, if we work together, I'll include my Business HQ installation as a bonus so everything we streamline is located in a central location.
Since you saw what i posted online about getting organized and pretty much hit the floor, you already know what deliverables you want. You just need help creating a version that's custom to your business and offerings. My custom project intensive is what you need!
Plus, when we work together, I'll include my Business HQ installation as a bonus so everything we streamline is located in a central location.
01 — Tag me @organizeyourempire in a Thread or IG story with one thing I've inspired you to organize so I can say Hi.
02 — Work with me on a project. I'd love to work with you one-on-one. Scroll on to browse the intensives to work with me.
03 — Give the gift of organization to a fellow business buddy. Refer a friend through my referral program.
Your ecosystem of ease is built as you: Centralize. Plan. Streamline.
You need a second brain. Yours is full. Get my coveted Notion setup installed for you so you can use Notion as a second brain to centralize your business details, offers, ideas, goals, content, and workflow plans in one place.
+ BONUS access to my highly reviewed trainings for inbox, calendar, and Google Drive organization.
✓ Page banners customized with your brand photos & colors.
✓ Done-for-You Install of my HQ setup.
✓ Databases for business offers, assets, goals, tasks, and more.
✓ Task & content templates to help you work faster.
✓ 17 how-to videos so you know how to use everything.
✓ 1-on-1 walkthrough of your new HQ to answer questions and share productivity best practices.
01 — Intensive Scheduling
First, you'll select your intensive date, provide the requested materials, and make payment as you schedule your intensive date.
02 — Confirmation
Once payment is received, I'll send you a confirmation email so you can add our intensive day to your calendar.
03 — Results & Support
On Intensive day, I'll install the HQ setup and customize the page banners with your brand images and colors. We'll spend the last hour of your session walking through where to start using your new HQ and best practices for daily productive use. Then, we'll wrap up with a happy dance to celebrate. "Alexa. Play Swag Surfin'."
01 — Your Notion account log-in details, brand photos, and brand colors shared with me at the start of your installation day.
02 — 15 minutes of your time to verify Notion access at the start time of the intensive. — Just in case a log-in code is required with your log-in credentials. Then, you can head out to focus on something else, or stick around to work alongside me co-working style while I complete the install.
03 — 1 hour of your time at the end of your intensive to review how to start using your HQ, and discuss best practices for daily productive use.
✓ A second brain and central place to house all of your ideas, strategies, workflow steps, notes, tasks, content, offers, team member job descriptions, and more. — Saving you hours of Notion setup time.
✓ Best practices that help you improve your productivity overall. — Our call is packed with productivity best practices as I show you around your new HQ. You don't get one-on-one time with other Notion template providers out there.
Get a sneak peek inside the Business HQ to see what kind of databases and task templates you're getting to help you with business tasks and CEO Days. There are templates for days in this HQ. See for yourself.
If an audit and workflow mapping had a baby, this would be it. Whether you want to make workflow improvements, or create a plan before you set up a workflow, this intensive is for you. Walk away with a solid plan knowing what improvements to make and what workflow steps to set up when I test your workflow, look over your existing plan, or create a plan with you.
✓ Testing of one (1) workflow use case or examination of one workflow plan to determine what you already have in place and what you need in place to streamline your workflow. — You pick the workflow. I'll look it over in details.
✓ One (1) Workflow Plan outlined in your bonus Notion HQ with workflow steps, recommended templates, and recommendations for improvement or set up.
✓ BONUS Done-for-You Business HQ Installation so you have a central location for everything we plan and document for your business.
✓ One week support period to give feedback and guidance as you implement recommendations before close out. Extensions available.
✓ A one-on-one Walkthrough Call to review your Workflow Plan for clarity and answer your questions.
✓ One (1) project playbook that includes access to all of your project deliverables and our call notes so you have a transparent view of our project status and details regarding each deliverable.
✓ One-on-one clarity calls to look through your existing workflow and discuss your workflow vision.
01 — Clarity Calls & Results
We'll kick things off with virtual clarity calls to gather your software logins, review existing workflow details, and discuss your workflow vision. — Then, we'll test and document workflow steps to create your plan together.
02 — Playbook Delivery
After our clarity calls, we'll meet to review your workflow plan and project playbook for clarity so you can improve or set up your workflow with confidence knowing exactly what you need.
03 — Support & Off-boarding
After the walkthrough, I'll provide 1 week of support for feedback and guidance as you implement. We'll wrap up your support period with an off-boarding call for intensive experience feedback, final questions, your client gift, and a happy dance. "Alexa. Play Wipe Me Down'." — Support extensions and implementation available.
01 — Your prep materials ready to share at the start of our clarity call: Software log-ins, any details you can verbally articulate about your workflow and the service related to it, and access to your existing workflow documentation (not required but helpful if you already have it),
02 — Your undivided attention during our calls so we can fully discuss your vision and review what workflow elements you currently have in place without distraction.
03 — Timely response to emails in the event that your logins don't work or if I have follow up questions about your workflow. — simple right?.
✓ A clear plan to improve or set up your workflow knowing exactly what existing elements need attention and what new elements are recommended for your setup — Saving you hours of planning and set up time.
✓ Best practices that help you improve your productivity overall. — Our calls are packed with these recommendations as I create your plan.
+ BONUS a thoughtful off-boarding gift you'll actually want to use.
✓ A second brain and central place to house all of your ideas, strategies, workflow steps, notes, tasks, content, offers, team member job descriptions, and more. — Saving you hours of Notion setup time.
Create a system to deliver your service offering(s) from inquiry to off-boarding so you can serve clients with a rave-worthy experience that doesn't burn you out. I'll coach you through service refinements, plan workflow steps with you across your tools, create templates, set up the tech automations, and train you how to use it. — All set up in Dubsado or Lawmatics integrated with your favorite tools.
✓ Done-for-You Business HQ Installation that includes your workflow plan outlined with the workflow steps, emails, forms, documents, web pages, schedulers, and how-to SOPs for lead management, client booking, client onboarding, service fulfillment, and client off-boarding.
✓ Offer consulting to document and refine the details of your service(s) that prevent ease so we can maximize automation options and prevent bottlenecks.
✓ One (1) project playbook that includes access to all of your project deliverables and our call notes so you have a transparent view of our project status and details regarding each deliverable.
✓ Done-for-you creation and design of email templates, forms, proposals, redirect pages, and templates outlined in your workflow plan.
✓ Done-for-you tech set up of software settings, workflow automations, and zaps outlined in your workflow plan from inquiry to off-boarding.
✓ One-on-one meetings for consulting, workflow planning, project check-ins, training walkthroughs, approvals, and revisions.
✓ A 30-day support period after your final walkthrough call so you can get guidance as you use your new service system.
01 — Offer Clarity & Workflow Planning
We'll begin your intensive with one-on-one consulting to document your service, refine problem areas, and craft a workflow plan you'll want to approve on the spot. — No lengthy questionnaires to fill out.
02 — Set up, Sneak Peeks, & Training
With your workflow plan in hand, I'll setup all the templates and automations in Dubsado or Lawmatics with integrations to your favorite software. We'll meet for recorded walkthrough calls so you receive training, provide approval, and request revisions. — I'll also send sneak peeks in between meetings.
03 — Support Period & Off-boarding
Once set up and training are complete, you'll receive 30 days of support so you can ask questions as you use your new systems. We'll close out your support period with an off-boarding call for intensive experience feedback, final questions, your client gift, and a happy dance. "Alexa. 24K Magic by Bruno Mars'."
01 — Your software and website account log-ins, brand photos, brand colors, brand fonts, and any details you can verbally articulate about your service and workflow vision. We'll gather these details together interview style during our one-on-one meetings. — For real. No lengthy questionnaires for you.
02 — Your undivided attention during our meetings so we can fully plan workflow elements and provide workflow training without distraction.
03 — Timely response to emails in the event that your logins don't work or if I have follow up questions about your setup. — simple right?.
✓ A streamlined service that you love to deliver.
✓ New confidence and passion about your business that was once burning out.
✓ Best practices that help you improve your productivity overall. — Our calls are packed with productivity best practices.
✓ A systemized service delivery process that helps you manage leads, clients, and projects across best in class software. — Saving you hours and sanity.
✓ Surprise and delight client experience suggestions so your clients are wowed and excited to send you referrals.
+ BONUS a thoughtful off-boarding gift you'll actually want to use.
✓ A second brain and central place to house all of your ideas, strategies, workflow steps, notes, tasks, content, offers, team member job descriptions, and more. — Saving you hours of Notion setup time.
Need something custom or a la carte? Share your deliverables during your project consultation, and I'll craft a project intensive just for you. From workflows to tech clean up, we can create a productivity structure for organization, create templates, design workflow elements, and set up automations to streamline your desired task so your workload is lighter and more fulfilling.
✓ Done-for-You completion of deliverables included in our service agreement. — Deliverables are determined during your project consultation.
✓ One (1) project playbook that includes access to all of your project deliverables and our call notes so you have a transparent view of our project status and details regarding each deliverable.
✓ One-on-one clarity call(s) to discuss your vision, discuss preferences, and look through existing materials related to your deliverables.
+ 1-week or 1-month support period based on deliverables selected to give guidance as you use your project deliverables. Extensions available.
✓ Walkthrough Call to review your project playbook and completed deliverables so you know how to use what's been created.
✓ BONUS Done-for-You Business HQ Installation that includes places to document workflow steps, emails, forms, documents, web pages, schedulers, settings, and how-to SOPs for anything we setup during the project.
01 — Clarity Call(s) & Detail Gathering
We'll kick off your intensive with virtual clarity calls to gather software logins, discuss your vision, and review existing materials related to your deliverables.
02 — Results, Sneak Peeks, & Training
Next, I'll complete the contracted deliverables and provide sneak peeks leading up to our walkthrough call. Then, we'll walkthrough them together for training, approval, and revisions. After our final walkthrough call, I'll provide a support period so you can get guidance as you use your new deliverables. Extensions are available.
03 — Off-boarding
We'll wrap up your support period with an off-boarding call for final questions, your client gift, and a happy dance. "Alexa. Play Lil' Jon - Snap Yo Fingers.
1. Your prep materials ready to share at the start of our clarity call: Access to your existing materials related to your deliverables (Example: Emails or materials you currently use in your systems), software log-ins, and any details you can verbally articulate about your vision. — No questionnaires to fill out.
2. Your undivided during our calls so we can fully review details and deliverables without distraction.
3. Timely response to emails in the event that your logins don't work or if I have follow up questions about your deliverables. — simple right?.
✓ Done-for-you deliverables that help you save time and sanity so you can get more done without burning out.
✓ Best practices that help you improve your productivity overall. — Our calls are packed with these recommendations.
+ BONUS a thoughtful off-boarding gift you'll actually want to use.
✓ A second brain and central place to house all of your ideas, strategies, workflow steps, notes, tasks, content, offers, team member job descriptions, and more. — Saving you hours of Notion setup time.
You're willing to embrace change and simplify what sabotages your systems goals.
You understand the value of expert systems support and you're ready to invest.
You’re a service provider who can clearly articulate the details of the services you provide.
We're a great fit to work together if...
You trust my expertise, professional opinion, and strategic process.
years of systems & workflow experience
8
average hours saved by our clients weekly
15+
businesses transformed by my systems approach
529
Strategists
Consultants
Coaches
Brand & Web Designers
Graphic Designers
Virtual Assistants
Marketing & Social Pros
Photographers & More!
Business Attorneys
Copywriters
Project Managers & OBMs
Accounting & Tax Pros
You're busy, overwhelmed, and just ready to be organized already. If you're honest, another DIY template, course, or group program of is just going to be a waste of money because you don't have time for it. — And we definitely know you don't have time to figure out all this systems stuff on your own. I'd love to be your shortcut. Outsource getting organized it to me. No more DIY bandaids.
Increase your revenue and your impact without working extra hours.
Practice healthier work routines that improve your work-life balance.
Generate referral-based revenue from a rave-worthy client experience.
Work alongside workflows that support you, your clients, and your team.
Deliver streamlined service offerings without extending office hours.
Start each work day knowing exactly what tasks to focus on.
Whether you're building or scaling, my approach can help you:
My brain is always in improve and prevent mode. I see 20 steps ahead of your vision to resolve your current struggles and prevent future problems that threaten your success.
I'm part workflow strategist, copywriter, business coach, and graphic designer all in one. I'm not just going to strategize and set up your tech. I can design templates and write canned emails too!
My clients constantly get compliments on their client experience and instantly get their sanity back within the first 30 days of implementation.
what you get
Join thousands of email subscribers who read my weekly newsletter every Wednesday morning for one workflow tip. — PLUS, there's encouragement, co-working invites, and an email subscriber of the month giveaway you'll have FOMO about missing. No Smoke. No Mirrors. No emailing you to death.
Workflow Wednesdays
you're invited