Systems with Sam
Let's Make Random Stripe Notifications Your New Normal
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You’ve gone from hustling for sales to forgetting to send invoices because your calendar is jam-packed, and your brain barely knows what day it is. 

Your business has grown fast but you’re still flying by the seat of your pants, juggling clients and selling when you’re feeling up to it (and stressing when you’re not). 

Onboarding a new client used to feel like a dream, not a drag. You’ve tried to build out the Dubsado workflows and signed up for the Zapier account, but nothing seems to be working just quite right.  

You want the whole random Stripe notifications and onboarding clients without opening up your laptop deal, but you’re lost on how to actually set up the tech and automations that connect it all and make it a reality. 

You’ve got the ideas, the clients, the vision, and even a backlog of random products you’ve created and now you’re ready to set up the structure you need to stay organized as you grow. 

Client Journey + Automations VIP Day

Walk away with a clear customer journey, automated systems for payments, contracts, and scheduling, and a one-stop tracker where you can see all of your lead and client information in one place so you can scale your programs and products to triple your client capacity. 

The Nitty Gritty Details

  • 60 Minute Customer Journey Mapping Call
  • Client Onboarding Process + Automations Creation [Up to 2 Offers]
  • Client Portal/Hub Build
  • Optimized Funnel Map for Future Strategic Funnel Building
  • Lead + Client Tracker
  • 60 Minute Team Training Call
  • 2 Weeks of Post VIP Day Slack Support
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Investment: $3,000 PIF or 2 Payments of $1,500
I felt great about the work I was doing (the actual coaching) but I felt frazzled and burnt out on the admin side. I was overwhelmed and unclear on how to manage my client files and projects. Things were piling up. I’m in a much better place with it, thanks to Sam. I enrolled new clients in PaperBell. Sam taking some big admin things off my plate gave me the space for me to complete my new contract. I’m glad to have a new project management and client management system.
Cara Zuraski, Life Coach
Designer

This is for you if:

  • You’re ready to effortlessly double or triple your client capacity instead of scrambling to hold 20.
  • You have a variety of courses and programs but no clear path of how your clients can seamlessly move through them.
  • You’re still doing a chunk of your onboarding and client management manually, and tasks are falling through the cracks.
  • You’ve tried to build out the workflows and automations, but something seems to be missing—you’re ready for a fully functional, seamless client experience on both sides.
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This is NOT for you if:

  • You don’t have a monthly budget to pay for some paid tool subscriptions [I recommend around $100 a month]
  • You don’t want to use automated touchpoints because you want to have control over every single part of the process.
  • You don’t care about systems, and you don’t want to spend time learning how to use new tools, automations, and processes.
Before working with Sam, we had a welcome sequence for those signing up to my newsletter, but no real customer journey that made offers visible. She helped provide clarity of process and insights for improvement on how to create a customer journey based on customer needs, and to make passive income options and ways to engage with my business more visible.
Katie Anderson, Business Mentor

Ready for Sales in Your Sleep?

Book your free systems chat to learn more about how systems will set you up to thrive.

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