Text: The Systems Edit

A central system for your business.


Designed to make room for your business growth.

Everything feels scattered and you’re the only thing holding it together.


Bits of information live here.
Tasks live there.
Client details are spread across tools, inboxes, notes, and memory.


You can find what you need… eventually.
But it takes effort. And mental energy. And constant checking.


You don’t feel out of control... but you don’t feel grounded either.


You want one place to see everything. You want it set up properly with care, foresight, and zero guesswork.


That’s what SIMPLIFY is for.

What is SIMPLIFY?

SIMPLIFY is a done-for-you system setup designed for solo entrepreneurs and small teams who are tired of juggling tools, notes, and mental tabs.


ο»ΏThey need one clear place to run their business day to day.


If this sounds familiar, you're in the right place:

Rachel McNab
  • You rely on memory more than you’d like
  • You’re switching between tools just to answer simple questions
  • You’ve built things as you’ve gone and now it all feels a bit messy
  • You hesitate to delegate because nothing feels “clear enough”
  • You want your business to feel more organised

What We'll Do Together

01

Systems Review

We'll start by looking at your business is currently running day to day. We'll look at things like: where your information currently lives and what feels unnecessarily time-consuming.

02

Create Your Single Source of Truth

I'll design and set up one clear home base for your business. This might include: client details, projects or tasks, notes and reference info. We can give your clients access if needed. Everything will be organised in a way that feels natural to you.

03

Walkthrough + Support

Once it's set up, you'll receive a full walkthrough with clear notes on how to manage things going forward. You'll understand how it's structured and how to use it day to day.

Want ongoing support?

I also offer retainer options for teams who'd like me to maintain, optimise and continue improving their systems over time.

Ready to Simplify?


SIMPLIFY makes sure your business has a structure that can support you as you continue to scale.


We design this together, based on how you actually work, what feels the most draining lately and what you need right now to continue to grow.


It gives you:

  • A foundation your business can expand on
  • Systems you and your team can confidently step into
  • Day-to-day operations that don't rely on you holding it all together


This might look like:

  • One place to see what's happening with clients
  • Clear workflows instead of "I'll remember later"
  • A setup you understand and can actually maintain



LET'S DO THIS

FAQs

  • Who is SIMPLIFY best for?

    SIMPLIFY is designed for solo entrepreneurs and small teams who feel stretched by scattered tools, duplicated work, or unclear processes and want one clear, usable system to run the business from.

  • What do you mean by a β€œsingle source of truth”?

    One place where your key information lives: clients, projects, tasks, notes, and status - instead of being spread across inboxes, spreadsheets, tools, and your head.


    If you want your clients to also be able to access the space (or part of it), we can do that too!

  • What kinds of tools does SIMPLIFY usually involve?

    That depends on your business and how you work.


    Common examples include:

    • A central workspace (Notion, ClickUp, etc.)
    • Task and project structures
    • Simple intake or tracking systems
    • Clear handoffs between tools

    Nothing is added unless it is absolutely needed.

  • Do I need to know exactly what I want before we start?

    No. 


    We’ll talk through how you’re currently working, what feels clunky or unclear, and what would genuinely make your day-to-day easier. From there, I’ll guide you on what will actually simplify things and what’s worth building (and what isn’t).


    I’ll help you clarify what matters most, then design a system that supports how you actually work.

  • What if I’m not sure SIMPLIFY is the right fit?

    If you’re unsure, let's chat.


    I’ll help you decide whether SIMPLIFY is the right step or whether another service would serve you better.