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Tech and Automation

Work Smarter

Feeling overwhelmed by tech? Struggling to find which are the most appropriate and effective tech and automation systems for your business’s requirements?

If you’re feeling inundated it’s ok because if you’re like most solopreneurs, then the tech side of your business is complicated and takes up time. But at the same time you know it’s critical for business success and makes for a smoother, more efficient experience for both you and your clients.

I provide guidance and recommendations on the best, most efficient and effective workflows and processes tailored to your unique business needs. And then identify and set up the tech required to support and automate these workflows. Which means you’ll have peace of mind knowing the best systems are in place, and you’ll have more time for doing work which earns money and drives your business forward.

I understand how overwhelming it can be to set up and run a business, especially if you’ve based it around you doing all of the things. But there comes a time where you need to be working on your business as well as in it. And by streamlining the processes, you’ll have more time to do this.

Developing your processes and procedures puts you into a position where you’re easily able to outsource or delegate jobs. Outsourcing and delegating is the key to getting things done. Mostly it’s as simple as handing over the process (and often accompanying instructional videos) I’ll create for you. Your business should hand over its operation tasks rather than keep doing them yourself.

If you’re ready to grow, then it’s essential.

Systems and processes are the tools which will help grow your business for success.

Software Saviour

Setup your tech without lifting a finger
$ 145
  • Setup of a single software app or platform*
Popular

Analyze This

Get your analytics connected and working for you
$ 165
  • Google Analytics connected to your site
  • Google Search Console connected to your site
  • Facebook Pixel added to your site

Tech Troubleshooting

Your very own techy godmother
$ 115
  • Monthly Retainer - 3 month commitment (min)
  • Intake Questionnaire to identify your tech
  • 60 min Tech Troubleshooting per month*
  • Follow-up Email outlining issue and actions taken

Dubsado (CRM) Setup

Makes client management a breeze!
$ 750
  • Map My Workflows workbook
  • 3 x 45 min Zoom Consults*
  • Form setup - your contracts, questionnaires etc
  • Canned emails - templates for your most used
  • Invoicing & Payment - pricing and payment setup
  • Workflow setup - process automation *magic*
  • Scheduler setup or integration of an external app
  • Website integration - lead capture +/- scheduler
Popular

Workflow Strategy Session

A deep dive into your systems, tech and business goals
$ 395
  • Systems Status Questionnaire to identify gaps
  • 45 min Zoom Consult to discuss your goals
  • Recommendations report*

Biz Tech Check

Ensure your tech is supporting your work
$ 150
  • Biz Tech Questionnaire to identify gaps
  • 30 min Zoom Consult to discuss your goals*