Get ready to go from overwhelmed
to ORGANIZED with improvements
on the fly.
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Our done-with-you Systems Intensives give you 1:1 access to a SYSTEMS PRO to get results and take action TODAY with on-the-spot edits to your processes and backend operational systems and tools.
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FINALLY WHAT YOU NEED IS HERE
You need a clear roadmap using the tools in your biz, an implementation plan, or on-the-spot improvements so that you can FOCUS on serving your clients with excellence.
Our 2-hour intensive takes a holistic approach in assessing the way you currently serve your clients, uncovers any gaps, and makes on-the-spot updates so that you can walk away with tangible results and feel confident about how you show up in your business.
software tools WE CAN TACKLE TOGETHER
I know what you need, friend
Dubsado
Honeybook
Shopify
ClickUp
Trello
Airtable
Klaviyo
Flodesk
Mailerlite
Google Workspace
Zapier
Dropbox
Need better structure of your days? We'll create a productivity plan infused with time blocking to visualize your days.
Need to make updates to your current processes or map a new ones? We'll map them out live and create a checklist for any new assets needed.
Let's take a deep dive in how you manage daily tasks and client projects and structure your PM Tool for maximum productivity.
Wondering what we can cover in 2 hours
Here's A Few Things We Can Tackle Together
NOTE: Systems Intensives are not intended for full systems implementation or revamps.
We'll take a deep dive into your digital workspace to provide structure and improve your digital HQ.
Constantly overbooking yourself and forgetting to schedule days off? We can fix that with capacity planning.
Calendar Optimization
Digital Workspace Organization
Project Capacity Planning
Process + Workflow Mapping
SOP Strategy + Implementation Plan
Systems Audit + Training
Need clarity on how you're using the tool(s) in your biz? Let's perform an audit, then rock out a training session to ensure you're effectively using them.
Not sure how to get started with creating your SOPs? We'll create a documentation plan to centralize your biz playbook.
PM Tool Structuring
Ready to launch your eCommerce Shop? We'll set up your dashboard and rock out a training session so you’ll have all the tools to get your shop launched.
Dreading setting up email marketing for your shop? Don’t worry we’ll set up your dashboard and essential workflow(s) so all you’ll need to do is write the copy.
Shopify Dashboard Set-up Training
Klaviyo Workflow Setup
i'm ready to book ↓
We’re all done! After our call, I will send over the recording of our call and a Project Resource Guide with highlights of what we covered and any resources that were discussed during our session. Once we're all done if you need to tackle any additional focus areas you can book another session.
03. The Wrap Up
How The Session Works!
the process
"Working with Shanti was a game-changer for my embroidery business!"
Shanti is an absolute pro when it comes to business processes and systems. She made outsourcing my Dubsado setup completely effortless on my end, and I was able to start using the platform immediately. My clients are consistently delighted with my new streamlined process.
- DESTINY B. | A HOUSE CALLED HUE
"The investment was priceless and I will use her again as I expand."
Shanti helped me streamline my website design and create workflows that work smarter for me which has made a huge difference in my business. I'm now doubling sales with the workflows she helped me create.
- teresa G. | bk life & style
"Shanti is professional in how she handles each step of her business making it easy to work with her. With the challenges in working remotely, the workflow she instituted made the experience seamless."
"Working with Shanti was so easy and I'd work with her again!"
- amber m. | daniel & lane consulting