Don't Let Your Systems
Sabotage Your Scale
Pinpoint the bottlenecks holding you back and create a dreamy, automated client experience in the Systems to Scale Audit – a 90-minute session for scaling coaches and service providers who are ready to scale from $10K months to $50K months by getting clear on how to leverage your tools, systems, and team to scale your business and welcome hundreds of clients into your world.
Is Your Business Lowkey Fighting Scaling?
Maybe this sounds familiar:
→ It’s Sunday night, and you’re manually copying and pasting intake forms and welcome emails for tomorrow’s three new clients because your “system” is a mess of Google docs and sticky notes – even though you’re making $15K months.
→ Your Slack is flooded with your VA asking “How do I do this again?” fifty times a week, and while you wish they’d take more initiative, you realize you’ve never had time to create the training docs and SOPs they need to succeed.
→ You’ve spent thousands on tools like Kajabi, Dubsado, and ClickUp, but you’re still tracking client progress in spreadsheets because nothing seems to work together the way it should.
→ Last week, a client called you out because they never received their Week 3 materials, while another complained about getting duplicate emails – making you question if you can really handle more clients.
→ You lay awake at night knowing you could be serving hundreds of clients and making $50K months, but right now it takes at least an hour just to onboard one new person into your program – between sending them the contracts and invoices, manually adding them to your community group, troubleshooting their portal login issues, and racking your brain because you already know you forgot to do send them something along the way.
What if it looked like this instead:
→ You wake up to see 5 new clients have joined your program overnight, each one automatically onboarded with their contract signed, portal set up, welcome sequence delivered, and community access granted – while the only thing you had to do was sleep.
→ You open Slack to see your VA proactively handling client requests using your detailed SOPs and process library, even messaging you “I noticed a way we could make the onboarding smoother – let’s chat more about it in our next meeting.”
→ Your tech stack works seamlessly in the background – welcoming new clients, delivering their resources, and moving them through each phase of your program – no more piecing together workflows or wondering if something (or someone!) slipped through the cracks.
→ You smile reading through the client celebrations channel, where clients are raving about how seen and supported they feel – sharing their massive wins and thanking you and your team for always being one step ahead with exactly what they need.
I've worked behind the scenes in over 60+ coaching businesses, and I've seen firsthand how the systems that got you to six figures will actually break when you try to scale to seven. You don't need another marketing strategy or visibility hack if your business can barely keep up with the clients you're currently bringing in.
Introducing the scaling game plan you’ll wish you had months ago:
The Systems to Scale Audit
A 90-minute strategy session for scaling coaches to identify the gaps in your offer structure and back-end processes that are keeping you stuck serving the same number of clients despite your audience growth.
I’ll pinpoint the exact bottlenecks holding you back from delivering a premium, automated client experience from the moment a payment goes through so you are set up to leverage the tools, systems, and team that will scale you to $50K+ months and welcome hundreds of clients into your world.
The Systems to Scale Audit Includes:
90-Minute Strategic Deep Dive
We'll dive into your current client journey, tech stack, and team setup to identify exactly where the bottlenecks are hiding and map out your scaling strategy.
Custom Scaling Game Plan
You'll receive a detailed action plan mapping out your exact next steps - from automations to build, to templates to create, to processes to document - so you know how to implement the personalized strategy we create together.
1 Week of 1:1 Slack Support
Got questions as you review your game plan? Need clarity on specific steps? You'll have direct access to me in Slack for a full week after our call to ensure you have everything you need to move forward confidently.
You’ll walk away with:
→ Custom Scaling Game Plan: How to hold 2x,3x, or 5x more clients inside your offers without losing the transformation you’re known for.
→ Customer Journey + Client Automation Map: Step-by-step, streamlined, and automated client onboarding and delivery process map so you know exactly what you need to build.
→ Lean Team Blueprint: Custom list of client trackers, templates, and SOPs to organize the chaos of managing 100s of clients and your team.
Your Systems to Scale Audit is the first step to:
→ Scale your signature offer(s) without constantly putting out “fires” or worrying that things are falling through the cracks.
→ Revamp your scattered tech stack and manual processes into a streamlined system that works while you sleep… or vacation… or speak on stages.
→ Take back the countless hours spent copying and pasting emails, troubleshooting portal access, and answering the same questions over and over.
→ Deliver your transformational client experience to hundreds of people without losing the personal touch that made you successful.
→ Build the back end foundation that supports consistent $50K months (instead of watching your backend break every time you have a successful launch).
This Audit is perfect for you if:
- You're consistently hitting $10K-20K months in your coaching or service provider business but feel like you're held together by sticky notes and willpower.
- You have a proven offer that transforms your clients' lives, but your backend is a mess of Google docs, spreadsheets, and "I'll organize this later" folders.
- You're ready to stop being the bottleneck in your business and create systems that scale automatically with your growth.
- You want to welcome more clients into your world without sacrificing the premium, high-touch experience you're known for.
- You know in your gut that your current setup won't support your vision of serving hundreds of clients and hitting consistent $50K months.
Hey There, I'm Sam, Your Systems Whiz
After working behind the scenes in 60+ coaching businesses and scaling multiple clients to consistent $50K months, I’ve seen firsthand how the systems that got you to six figures will actually break when you try to scale to seven.
Here’s what I know for sure: It’s not your marketing strategy or how visible you are that’s holding you back. If your business can barely handle the clients you have now, growing your audience will only amplify the chaos.
I specialize in taking successful coaches from drowning in manual tasks to running a streamlined, scalable business that delivers premium results to hundreds of clients. By focusing on your client journey, tech stack, and team processes, we’ll build the back end foundation that makes massive growth not just possible – but actually enjoyable.
Because the truth is, you shouldn’t have to choose between scaling your impact and maintaining your high-touch client experience. With the right systems in place, you can have both.
