How can I help?

Is this you?

  • Are you sick of managing everything and getting nowhere?
  • Are you constantly overwhelmed and weighed down by your business?
  • Do you get confused by all the jargon of systems and just don’t know where to start?
  • Do you want some kind of balance between work and being able to live your life?

Then let me help!

My Mission – To provide the right support where needed, to plan strategy that works and to evoke confidence in my clients so that they can build and shape their dreams.

What’s holding you back?  

Whatever your requirements, it is my job to make sure that you feel secure in the knowledge that I am able to meet your needs and that I understand what is required to move your business forward.

I want you to be excited that you are taking a step in the right direction and be eager to move on, knowing that you can make these changes safely and be optimistic that someone has got your back!

Online Business Management

One-off Projects or Retainer

You have a successful business and try to manage your time, but you just seem to be getting more and more overwhelmed because there is so much to do.

You are trying to be everything to everyone you work with, whilst also having to manage your admin tasks and do your own sales and marketing (and you know how easy it is to procrastinate on the areas you don’t like and only work on the ones you do).

You’ve reached that point where you need help. But you don’t want to then spend your time managing a VA, you want someone who can take control.

An OBM (or to give it the full title, an Online Business Manager), can help you will that. Someone to ‘manage’ your business with minimal input from you.

They become the right-hand of your business, helping you to manage your team and automate processes, taking away the day-to-day tasks so they no longer drain your time and work with you on the strategy you need to build and grow.

I love supporting my clients with their business, updating them regularly so they can see what is going on, but without being in the thick of it.

From deep-diving into your business to see how it ticks, working with your team and creating SOP’s, right through to creating action plans and systems, I will be there every step of the way.

If you’d like to work with me to relieve your overwhelm, click the link below for a full description of my services and fees.

Dubsado

Set up and Management

I love Dubsado!  It has changed how I interact with my clients and simplified my life so much that I swear by it to anyone who will listen.  Workflows helps me manage my processes; I use it to automatically send my contracts and invoices (no more having to apologies for asking to be paid or having to chase missed payments, because who enjoys that?).

And my clients love it too.  The client experience is amazing: everything is so simple for them and the Client Portal provides them with access to all their emails, their documents and anything they need to do, all in one place.   

However, I know from experience that it can be daunting to set up – my own account took me months to get sorted as I played around with different things!  Don’t follow my example, learn from my mistakes and let me help you get set up quickly to start saving you time straight away.

So, whether you’re completely overwhelmed with your setup and need help to automate your account, or whether you have absolutely no idea (or inclination) of where to even start creating workflows or beautiful forms, let me help you start saving time and achieving your goals! 

If you’d like to get started and would like to know how this works, click the link below to see how I can set up your system and my fees.

NOTE:  For anyone starting out, I always recommend doing your own due-diligence when it comes to picking your CRM and get the one that is right for you – not just right for the person setting it up!

Still Feeling Overwhelmed?

Let’s chat!

Are you looking to set Dubsado and Kajabi up yourself?

Download my guides below to help you navigate the setup process!