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?
→ It’s Sunday night and you’re copying and pasting forms for tomorrow’s clients because your “system” is just Google docs and sticky notes—even at $15K months.
→ Your VA keeps asking “How do I do this again?” because you’ve never had time to create the training docs they need.
→ You’ve spent thousands on fancy tools but still track everything in spreadsheets because nothing works together properly.
→ Clients are calling you out for missing materials or getting duplicate emails, making you question if you can handle more clients.
→ You know you could serve hundreds and make $50K months, but onboarding one client takes an hour of manual work—and you still forget important steps.
What if it looked like this instead:
→ You wake up to new clients who joined overnight, all automatically onboarded with contracts, portal access, and welcome emails… while you slept.
→ Your VA handles client requests using your SOPs, even suggesting improvements to your systems.
→ Your tech stack works seamlessly, delivering resources and moving clients through your program without anything falling through the cracks.
→ Clients rave about feeling supported, sharing wins and thanking your team for always being one step ahead with what they need.
I've worked behind the scenes in over 60+ coaching and service provider 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.
Book your audit for $777
- 90 minute deep dive call with Sam
- Custom game plan with step by step systems and automations
- Bonus templates and resources to help you implement
- 1 week of post-call Slack Support
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.
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.
