One strategic session.
ο»ΏTotal clarity on what to automate, delegate, or drop.
Your Personalized Systems and Automation Roadmap
You’re leading a growing team, loyal clients, and doing meaningful work... but behind the scenes, it’s harder than it should be.
Your systems haven’t kept pace with your business.
Information is scattered across tools.
Your team is duplicating work.
You’re constantly holding everything together in your head.
And deep down, you know this isn’t sustainable for you or your people.
What you want isn’t another tool or another “quick tip."
You want a backend that feels calm, organised, and fully aligned with the way you lead.
Let’s fix that with a strategy-first approach built around how your team actually works.
Here's What We'll Do Together
πΈ1:1 Strategy Intensive (up to 3 hours)
We’ll map out how your business actually runs: your services, team roles, delivery cycles, events, customer touchpoints, finances, and communication flow. You’ll get complete clarity on the bottlenecks slowing things down and the opportunities to reclaim time, consistency, and headspace.
πΈBackend Access + Deep Audit
I’ll step inside your real systems - your CRM, project tools, email marketing, website forms, finance tools, automations, templates, and team processes - to identify what’s fragmented, outdated, inconsistent, or unnecessarily manual. This is a hands-on, end-to-end audit, not a surface-level review.
πΈYour Custom Systems Blueprint
You’ll receive a practical, detailed roadmap showing:
- your highest-impact fixes and opportunities
- the integrations you’re missing
- what to streamline, automate, eliminate, or rebuild
- exactly which tools should talk to each other (and how)
- the order of implementation so you don’t overwhelm your team
It becomes the foundation for predictable operations, the kind that supports your mission instead of constantly pulling you away from it.
πΈImplementation Credit
If you decide to move forward with a Systems Edit (done-for-you implementation), £500 of your investment will be credited towards the project.
Outcomes You Can Expect:
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A clearer picture of your entire operational ecosystem
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A calmer backend that finally makes sense
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Confidence in the tools you’re using and how to use them well
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A strategic plan that removes guesswork for you and your team
β Peace of mind knowing nothing important is being missed
What You Get
βοΈ One 1:1 strategy session (up to 3 hours)
βοΈ Pre-call questionnaire to clarify your goals + systems
βοΈ Custom workflow map tailored to your current business structure
βοΈ Tool recommendations based on how you work best
βοΈ Full recorded walkthrough with notes + action plan
βοΈ Option to apply £500 toward
The Systems Edit (if booked within 60 days)
All mapped. No confusion. Just clear next steps.
Investment: £1995
This is your shortcut to systems that scale with you without the burnout, 100 YouTube videos, or wasted time.
You can apply £500 of this session toward The Systems Edit if booked within 60 days.
The next right step is rarely more tools.
It’s more clarity.
Let’s build your plan so you stop second-guessing and start automating properly.
FAQs
Whatβs the difference between this and just booking The Systems Edit?
The Systems Audit is strategy-only. It’s for you if you’re not sure what to automate, how to connect your systems, or where to begin.
If you already know that you want implementation as well, skip straight to the Systems Edit.
If you’re unclear on your tech stack, processes, or priorities, this session will save you weeks of wasted effort.
Can I apply the Systems Audit cost toward The Systems Edit?
If you decide to move forward with The Systems Edit after your Systems Audit, you'll receive a £500 credit toward the next step as long as you book within 60 days.
This way, you’ve already done the heavy lifting on strategy and we can jump straight into implementation with total clarity.
What will I walk away with?
→ A visual map of your core workflows
→ A prioritised automation plan
→ Tool recommendations that match your business (not someone else’s)
→ A recorded walkthrough of your strategy with clear next steps
You’ll know exactly what to automate, in what order, and how to do it properly without any confusion.
Is this for beginners?
It’s for business owners who are smart, capable, and ready to stop wasting time on patchwork systems.
You don’t need to be techy. You just need to be clear that manual work is no longer the way forward.
What kind of businesses is this best for?
→ Agencies
→ Coaches
→ Consultants
→ Service Providers
→ Teams who are sick of copy + paste
If you’re using more than 3 tools and still doing things manually, this is for you.
Can we cover AI in this session too?
Absolutely. If you’re curious about integrating AI, we can absolutely map how it could support your business alongside automation and backend structure.
Can I bring my OBM, VA, or team member into the session?
Yes, if they’re involved in your backend or will help implement the strategy, they’re absolutely welcome to join.
This session is about clarity and execution, and I’m happy to align everyone from the start.
What if I want a retainer or longer-term support?
The Systems Audit is often the first step in a longer partnership.
If your business needs phased implementation, ongoing build days, or long-term optimisation, I’ll share options after the session.
You don’t need to figure that out now.
Start with strategy. Then we build what’s needed.
