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

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

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)

now is the time to streamline your business

i'm ready! let's go!

Business management is a recurring service for entrepreneurs ready to uplevel their business, step away from the daily management, and embrace their role as CEO and visionary. They’ve already got some sort of team — whether it consists of one person, five people, or more — and they’re ready to let go of the administrative management to invest their time in the things only they can do for their business.

Systems Overhauls are one-time projects, lasting 4 weeks each, and are designed for business owners who need some outside help when it comes to streamlining and optimizing their backend. You might be struggling to keep up with everything, but not be ready to start regularly outsourcing just yet, or you know you want to outsource soon, but the backend of your business needs a tune up before you start onboarding new team members.

Systems Overhauls and Systems Strategy Sessions are both built from a desire to help you identify the organizational pain points in your business 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.

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.

check out the other options

not sure if this is the best fit?

systems strategy sessions

business management

not sure if this is
the best fit?

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