so you think a systems overhaul is the answer...

good news, because I think it is too!

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 business and the things that are giving you the most trouble.

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.

i'm ready! let's go!

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

here's the what an overhaul looks like

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

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

we'd work great together if...

you've got just a little bit of left brain to go with your right brain

you love exclamation points, emojis, and GIF dance parties

you believe time is a valuable gift and want to spend it well

your business is about people first, always

you love to celebrate wins, no matter how big or small

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
Notion
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

social media

facebook
twitter
instagram
pinterest
snapchat
hootsuite

buffer
smarterqueue
tailwind
later
planoly
patreon

finance & commerce

quickbooks
freshbooks
wave
etsy
big cartel
shopify

paypal
stripe
square
kajabi
teachable

the tech specs

(aka the systems & tools i'm familiar with)

it's time to get you out
of overwhelm

i'm ready! let's go!

Systems Overhauls and Systems Strategy Sessions are both built from a desire to help you identify get out of the Lifecycle of Overwhelm and create a plan of action to move you forward. The difference is whether you’re the one moving things forward or I am.

With a Systems Strategy Session, I’ll take you as far as the action plan, but it’s up to you to make the change happen. With a Systems Overhaul, I’ll put the action plan to work, streamline your business for you, then teach you how to keep it all running and in tip-top shape.

Each Systems Overhaul project is four weeks from start to finish. The second and third week of each project are where the majority of the work takes place and can be rather time intensive for both of us, so it’s important to make time for whatever work is necessary during those two weeks.

I would love to help you clean up and overhaul all parts of your business, if that’s what you need help with!

Each Systems Overhaul project is self-contained, but clients who book multiple overhauls back-to-back receive a discount.

Complete Systems Overhauls are available once, at the start of each quarter, and will last a total of 12 weeks.

Honestly, that totally depends on where your business is in terms of documentation and processes.

If you already have a lot of pieces documented and it’s just a matter of streamlining and simplifying things, there will be a lot less work for you than if we’re having to create everything from scratch.

Regardless of where you’re at though, you’ll need to be ready and available to review and approve different pieces of the process as we work on getting everything overhauled and cleaned up.

not sure if this is the best fit?

check out the systems strategy sessions

not sure if this is
the best fit?

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