so business isn't your cup of tea?
fortunately, it's mine.
You started a creative business because you love to create, but instead you're spending your days wrangling chaos that never seems to become order, keeping things from falling through the cracks, and doing whatever it takes to keep your head above water.
not exactly what you had in mind when you started this entrepreneurial journey... is it?
You want to spend your time doing the things you do best, delighting the heck out of your clients, and growing you business, but it feels like the rest of it — you know, the business part of a creative business — keeps getting in the way.
what if you could change that?
How would it feel to take two weeks off and ease back into work stress free? Or get to inbox zero not once in a blue moon, but every single week?
How would it feel to know your content is scheduled and ready to delight and educate your audience, not minutes or hours, but days or weeks in advance? What if the backend of your business was running like a well-oiled machine, freeing you up to focus on the things that truly matter?
it can happen. and it can happen without a team.
how, you ask?
The reality is, the foundation of any successful business is organization and systems. When you have the right tools and the right systems in place, you get to spend more time doing what you love and way less time on the parts of your business that make you think, “Ugh. I don’t want to work today."
SYSTEMS.
So I come alongside to help you turn that chaos into order, cut the clutter and noise, and streamline your business so every bit of it — from your projects to your content and everything in between — works for you, instead of against you.
I’m a firm believer that you should spend your time on the things that you light you up and systemize, automate, or outsource the rest.
When you're running a service-based business, how you manage and communicate with clients can make or break their experience. From initial inquiry to final send off, you want to leave them raving.
You lend personality to the experience, but the process behind it is where I come in. From the moment a client enters your inbox until they walk out the virtual door, we'll create a streamlined process that gives them the experience they deserve without requiring you to bend over backwards to serve them.
Whether we're starting from scratch or transferring your existing experience from one CRM to the other, I'll be with you the whole way to make sure everything is simplified, streamlined, and firing off when and how it should, leaving you and your clients secure and confident in the experience you provide.
client management overhaul
01
let's get this party started
one-time investment
of $2100
one-time investment of $2100
No matter what kind of business you run, managing your projects and tasks in an organized and efficient manner is essential to making things happen in your business.
You might be a fly-by-the-seat of your pants person in life, and may even pride yourself on that fact, but the truth is that’s no way to run a business. Without a plan in place for getting ish done, sooner or later you’ll find yourself overworked, overwhelmed, and ready to give up on your dream… if you aren’t there already.
Whether it’s your projects, your tasks, or all of the above that keep tripping you up, we’ll identify what’s causing you the most stress and overwhelm and streamline it all to work for you, instead of against you.
project & task management overhaul
02
let's get this party started
ONE-TIME INVESTMENT
of $2100
ONE-TIME INVESTMENT of $2100
Whether it’s a blog, email list, social media platform, podcast, or something totally different, the statistics don’t lie: content is king and it also happens to be one of the most affordable ways to market your business, whether you’ve been around for two days or 20 years.
But how do you take all those ideas swirling around in your brain and translate them into an organized system that results in consistent content for your incredible business?
No matter your content-related struggle, we’ll flesh out how to plan, create, manage, and share your content consistently and efficiently so you can stop spending hours staring at a blank screen or jumble of post ideas and spend more of it doing the things you love!
03
let's get this party started
one-time investment of $2100
content management overhaul
one-time investment
of $2100
When I came to Sarah, I was using multiple systems to manage my business. She has helped me define every single process in my business with a streamlined system and has it all organized beautifully in Trello with working checklists for me, boards for my clients, and checkpoints for communication with my team. She’s a Trello wizard!
When I came to Sarah, I was using multiple systems to manage my business. She has helped me define every single process in my business with a streamlined system and has it all beautifully organized in Trello. She's a Trello wizard!
dondrea owens
cpa at the creative's cfo
Every time Sarah cleans up an area of my business, I feel like I get a piece of my brain back to focus on the tasks in business I actually enjoy — like working with boss clients and business visioning!
Every time Sarah cleans up an area of my business, I feel like I get a piece of my brain back to focus on the tasks in business I actually enjoy — like working with boss clients and business visioning!
devan danielle
business + mindset COACH AT DEVAN DANIELLE
oh, you're too kind
the signature 4-phase process
1 | the audit
Before we can get started, we have to get a sense of the current situation.
You’ll receive an in-depth questionnaire designed to help you think through and assess the current status of your client, content, or project & task management.
By the end of it, we’ll know exactly where everything stands, your biggest problem spots, and your goals for the project.
2 | the pLAN
This is where the magic begins.
I take all the information you’ve provided and come up with a customized plan to simplify and streamline your business based on your industry, problem spots, ideal clients, and future plans and goals for your business, including changes to any current systems or processes, and recommendations for new things to implement.
3 | the overhaul
Here’s where you get to (mostly) sit back and relax while I take the proposed changes and bring them to life, cleaning up your project and task management, refining workflows and other aspects of client management, and turning your business into an efficient, streamlined beauty that will save you time and sanity!
4 | the education
Once the project is complete, it’s almost time for you to begin working with your newly streamlined project, client, or content management system, but first comes the education!
Through a series of calls, we’ll go through all the changes made to your business and you’ll receive hands-on training so you have full confidence in how to move forward.
let's get this party started
the signature 4-phase process
1 | the audit
Before we can get started, we have to get a sense of the current situation.
You’ll receive an in-depth questionnaire designed to help you think through and assess the current status of your inbox, systems, or client management.
By the end of it, we’ll know exactly where everything stands, your biggest problems spots, and your goals for the project.
2 | the plan
This is where the magic begins.
I take all the information you’ve provided and come up with a customized proposal to simplify and streamline your business based on your industry, problem spots, ideal clients, and future plans and goals for your business, including changes to any current systems or processes, and recommendations for new things to implement.
3 | the overhaul
Here’s where you get to sit back and relax while I take the proposed changes and bring them to life, cleaning up your inbox and task management, refining workflows and other aspects of client management, and turning your business into an efficient, streamlined beauty that will save you time and sanity!
4 | the education
Once the project is complete, it’s almost time for you to begin working with your newly streamlined inbox, systems, or business, but first comes the education!
Through a series of calls, we’ll go through all the changes made to your business and you’ll receive hands-on training so you have full confidence in how to move forward.You accept the proposal, sign the contract, pay the invoice, and then we toss the confetti because it's time to get this party started!
let's get this party started
the tech specs
(aka the systems & tools i'm familiar with)
ADMIN
Microsoft Office
Google Suite
Dropbox
Evernote
Zapier
Slack
Acuity
Calendly
project & task management
Trello
Asana
17hats
Honeybook
Dubsado
Tave
Shootflow
social media
Facebook
Twitter
Instagram
Pinterest
Hootsuite
Buffer
Smarterqueue
Tailwind
Later
Planoly
Patreon
finance & commerce
Quickbooks
Freshbooks
Wave
Etsy
Big Cartel
Shopify
Paypal
Stripe
Square
Kajabi
Teachable
CONTENT & DESIGN
Blogger
WordPress
Squarespace
Showit
Mailchimp
ConvertKit
Adobe Photoshop
Adobe Illustrator
Adobe Lightroom
iMovie
Canva
ADMIN
microsoft office
google suite
dropbox
evernote
ZAPIER
SLACK
ACUITY
CALENDLY
content & DESIGN
wordpress
squarespace
blogger
showit
MAILCHIMP
MARKETO
CONVERTKIT
ADOBE PHOTOSHOP
ADOBE ILLUSTRATOR
ADOBE LIGHTROOM
iMOVIE
CANVA
Project & task management
trello
asana
17hats
HONEYBOOK
DUBSADO
tave
shootflow
finance & commerce
quickbooks
freshbooks
wave
etsy
big cartel
shopify
paypal
stripe
square
kajabi
teachable
