Let’s get your business running smoothly…
Our Services
For businesses seeking to streamline, optimize, and prepare for sustainable growth through more hands-on operations management, we offer customized retainer packages tailored to your business goals.
Perfect For: Business owners scaling to the next level and needing operational structure to support growth.
Packages may include:
Systems & process management (CRM, Project Management, Websites, Billing, etc)
Advanced workflow automation & efficiency improvements
Client experience & onboarding optimization
Team management
Project & launch management
Quarterly strategy sessions & Monthly sprint planning
Weekly check-ins & on-demand support
We only accept a limited number of retainer clients per year. Inquire for availability. Investment starting at $1,500 per month. Three-month minimum contract.
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 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.
Streamline your onboarding process for a seamless client experience that can scale. This service helps you refine workflows, automate key steps, and ensure your team is equipped to deliver a five-star experience.
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.
Strategize – 60-minute live strategy support to discuss implementation and training.
Final Report & Recommendations — Walk away with your Custom Roadmap, recommendations, and an easy-to-follow action plan.
Implementation, project planning, team training, and step-by-step process documentation are available. Investment starting at $2,000.
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 a 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!
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!