A guided questionnaire that helps me understand your business, goals, and current systems before we meet
Intake Questionnaire
A focused call to identify priorities, clarify pain points, and decide which two systems we’ll audit.
Onboarding Strategy Cal
A deep, practical review of the systems that matter most to your business right now
Audit of Two Core Systems
Short, clear walkthroughs so you can confidently implement changes on your own time
Basic How-To Videos + Tutorials
Dedicated time to walk through findings, answer questions, and refine your next steps in real time
Two-Hour Q&A
Ongoing support after the Q&A to help you implement, troubleshoot, and stay on track.
14 Days of Support
Not sure how to implement online booking or if you’re doing it “right”? This review helps you understand what you need, what you don’t, and how to build a booking flow that makes sense for your business, without unnecessary complexity
Online Booking
We examine what happens from inquiry to delivery. Together, we’ll identify gaps, redundancies, and manual tasks that could be simplified, automated, or removed entirely.
Workflows
This focuses on the experience your clients have, including communication, timing, expectations, and touchpoints. We make sure your backend supports a smooth, professional, and intentional client experience from start to finish.
Client Journeys
We look at what’s automated, what should be automated, and what’s overcomplicated. Identifying how to make everything easier.
Automations
CRM setup OR A big-picture look at how your CRM is set up and whether it’s actually supporting your business. We’ll review structure, organization, and usability to ensure your backend works for you, not against you.
CRM + Backend
We assess how your files, galleries, and assets are stored, named, delivered, and archived, so nothing gets lost, duplicated, or forgotten, and your systems stay clean and manageable long-term.
Digital Asset + File Management
The Investment