It's not just about easier scheduling, or feeling like "the boss"

(although it's not not about that either 😉)

Using tech to nurture your feminine energy, get away from screens, focus on the work you WANT to do, and just flowwwwww, is a power move!

This automation toolkit will...

Onboard a new client with a single click
Grow with you as your business grows
Save you from paying thousands for a bespoke system
Limit (and maybe even eliminate some) overhead costs
Allow you to feel confident, organized, and efficient
Unlock a new level of work-life balance (we're leveling up baby!)

Have your business operating out of a central (and aesthetically pleasing) hub
Give you the option to create a team space, assign tasks, calls, and meetings
Guide you through the setup process to ensure everything is customized for your business
Have your business flowing and growing by the end of the day!

And most importantly... keep you in control of your most valuable resource... TIME!🕒

The Client Session Hub will help you...

Keep track of your client sessions, links, and notes all in one place. It can even operate as a shared workspace for your team!

The Onboarding Intake Form will help

Kick off the whole process, log the important info, and nurture your clients right from the start.

The Contract Filing Automation will help you...

Cut down items on your to-do list by automatically sending and filing contracts, as well as reminding clients to get in there and sign.

The Onboarding Sequence will help you...

Send welcome emails, add clients to your CRM, deliver the initial contract email, and ensures everything goes where it needs to go.

The Client Database will help

Keep track of everyone you're currently working with, have ever worked with, and everything about them (but not in a weird way)

So, just to break it all down...

1. The Onboarding Sequence

This automation is running all on its own. It sends out a welcome email, adds your new client to the Client Database, delivers the contract, and more! This sequence will work with your current email marketing software and contract platform, but it also runs all by itself if you're ready to cut down on software costs!

2. The Onboarding Intake Form

This form is more than just a form, it's the answer to your prayers. And by that I mean, it is the ONLY step you have to do manually. Once your client is ready to go, send the link and everything else works on its own.

3. The Contract Filing Automation

Think of it like the friend who gets to the airport 3 hours early. This sequence sends out sign reminders, downloads the signed contract, uploads the completed document PDF to the appropriate Google Drive folder, marks it as complete in the Client Database, and attaches the file to the correct person in the Client Contracts page.

4. The Client Session Hub

Your scheduled sessions will be added to your Google Calendar AND to the calendar in the hub. This way you can visualize your sessions without also thinking about how you have a dentist appointment in 3 days. This hub can be shared with anyone on your team who needs to see it! (did I mention you can keep track of session notes here too?)

5. The Client Database

She's the it girl, and she's not like other CRMs. This Client Database is designed to NOT overwhelm you. Some CRM platforms will charge you as much as $50 per month, this one charges you nothing per month. Ideal for the business owner who values aesthetics, ease, and avoiding bells and whistles you w use.

Who is this package for?

Digital business owners who value work-life balance
Entrepreneurs who know researching tech for hours will drain them
Feminine healers, coaches, guides, leaders, etc. who NEED their creative, flowy energy to be the priority
Solo business owners who are ready to scale and need a place for team collaboration

Business owners who are ready to have a system in place that they don't need to babysit
Business owners who are not interested in paying thousands of dollars for bespoke systems or admin support
Entrepreneurs who want everything and every software to feel less all over the place
Digital business owners who want to use tech as a tool to get away from screens!

Wait a second... have we met?

Hi, I'm Audrey. I began my career with small, family-owned businesses, focusing on merchandising, marketing, and procedures. I quickly learned how crucial every decision and cost is in small businesses.

In 2021, a traumatic brain injury changed my perspective on work-life balance. During my recovery, I prioritized this balance for myself and others. I went on to become certified in content marketing, database management, editing, and SEO strategy.

I worked as a freelance writer, social media strategist, and ran two Etsy businesses, which led me into an intense burnout. Running your own digital business is no joke, and it can consume you if you let it.

Now, I help female business owners streamline their operations, creating efficient systems and strategies so they can spend less time on screens and more time doing what they're called to do.

Here's a little inside look at everything you'll get access to...

FAQ's

Are there any prerequisites for these automations to work?

Nope! Every single included item will run all by itself once you link your own accounts to them.

What software will I need?

The only software you absolutely need are Zapier and Notion. Every other step can be linked with software you're already using, and don't worry! I walk you through exactly how to do that.

What if I can't figure out how to get these to work?

Every single step of this bundle has a tutorial video, but if you're still having trouble my inbox is always open! I want these systems to actually work for you, I won't leave you hanging.

How long will these take to set up?

No more than 2 hours (and that's if you have a lot of customization to do). The best part is, once these are set up you are DONE. They will run all on their own.