Let's get your business
running smoothly!
You started your coaching or consulting business to make an impact, not to spend all your time managing systems, juggling admin tasks, and putting out fires behind the scenes. That's where I come in!
Hi, I'm Katie!
For over 13 years, I’ve been working behind the scenes with business owners, helping them create the systems and structure they need to grow—without burning out. I started my career in customer success, working with coaching and training organizations as well as SaaS companies. I loved partnering with CEOs to help them reach their goals, but I kept running into the same issue: no tool or strategy could fix a business if the backend operations weren’t set up to support real growth.
As I moved into leading customer success departments, I found what I really loved—working directly with business owners, not just to improve their client experience but to help streamline their entire business so things actually ran smoothly. That’s what led me to step into my role as an Certified Online Business Manager.
Now, I work with business owners to bring clarity to their operations, simplify and streamline their systems, and build a strong foundation for growth—without sacrificing their balance and well-being. I thrive on turning big ideas into action, making sure everything runs efficiently behind the scenes, and giving my clients the space to focus on what they do best.
If you’re feeling stretched thin trying to manage it all, let’s chat. You don’t have to do it alone!
One-Time Services
Operations Assessment
A one-time deep dive into your business operations to identify inefficiencies, streamline workflows, and optimize your backend systems. Understand where your time and resources are going and get clarity on what to focus on in the next 90 days to in order to achieve your business goals!
What's Included:
Kickoff Call & Audit – 2-hour comprehensive season audit of current systems, tools, and workflows,
Custom 90 Day Action Plan – Includes customized recommendations for improvement with gap analysis and bottleneck identification.
Review & Strategize – 60-minute strategy session to review findings and discuss next steps for implementation.
Investment: $850
Client Onboarding Optimization
Streamline your onboarding process for a seamless client experience and improved efficiency. This service helps you refine workflows, automate key steps, and ensure your team is equipped to deliver a high-touch experience—without extra manual work.
What's Included:
Kickoff Call & Audit – 90-minute deep dive to assess your current onboarding process, tools, and inefficiencies.
Custom Roadmap & Recommendations – A visual Client Journey Map outlining internal & automated actions, plus recommended system and workflow improvements.
Review & Refinement – Walkthrough of the roadmap with final adjustments.
Strategize – 60-minute live strategy support to discuss implementation and training.
Investment: $2,500
Add-On Support:
Implementation, Project Planing, team training, and step-by-step process documentation available. Request custom pricing.
Retainer Services
For business owners ready to step out of the day-to-day and focus on growth while operations run seamlessly in the background. Retainer services are highly customized based on the unique needs of each business.
Grow & Scale
For businesses looking to streamline, optimize, and prepare for sustainable growth with more hands-on operations management.
Perfect For: Business owners scaling to the next level and needing operational structure to support growth.
Includes everything in The Essentials, plus:
Advanced workflow automation & efficiency improvements
Client experience & onboarding optimization
Team coordination & delegation
Project & launch management
Quarterly strategy sessions & Monthly sprint planning
Starting at $3,000/month
The Essentials
A foundational package for solopreneurs and earlier stage businesses who need ongoing backend support to keep things running smoothly.
Perfect for: Business owners who need consistent operational support but aren’t ready for a full-scale ops team.
Includes:
Systems & process management (CRM, Project Management, Websites, Billing, etc)
Basic Automation & workflow optimization
Light project management & task coordination
KPI Tracking
Quarterly strategy sessions & monthly sprint planning
Weekly check-ins & support
Starting at $1,500/month
Send Me A Message!
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