Streamline your business and reclaim your time!

From Scattered to Streamlined in Just One Session

You didn’t start your business to spend your days chasing invoices, digging through emails, or reinventing the wheel every time a new lead comes in.


You started it to do the work you love.

But right now…

  • Leads are slipping through the cracks.

  • Proposals take forever to pull together.

  • Payments are happening all over the place.

  • You’re juggling scheduling, follow-up, and onboarding — manually.

It’s not broken.
But it’s not sustainable either.

That’s where Workflow Wizard comes in.

What is Workflow Wizard?

A done-with-you 90 minute strategy session where we map out one of your most important business workflows step by step.

Think of it as your business “choose-your-own-adventure” turned into a clear, repeatable roadmap.

You’ll walk away with:

  • A mapped workflow that matches your ideal client journey

  • Clarity on what’s working (and what’s not) in your current process

  • Recommendations for tools & automations that fit your existing tech stack

  • A personalized video walkthrough so you (or your team) can implement with confidence

And if you want it fully built for you? I offer a done-for-you upgrade, too.

Book

How It Works

Book your Workflow Wizard session here.
We’ll choose one area of your business to focus on (leads, client onboarding, proposals/payments, or delivery).

  1. Map it out together
    I’ll guide you through your process, step by step, asking the questions that uncover bottlenecks and hidden opportunities.

  2. Get your customized roadmap
    You’ll receive a workflow map, tool recommendations, and a personalized video walkthrough.

  3. Choose your next step

    • DIY with your roadmap

    • Or upgrade to a done-for-you build (so you don’t lift a finger)

Who It’s For

  • Solopreneurs and founders who are tired of scattered systems

  • Service providers ready to streamline proposals, payments, and onboarding

  • Entrepreneurs who want clarity and calm without tech overwhelm

Sign up

The Investment

For $475 you get:

  • 90 minute strategy & process mapping session

  • Custom Miro workflow board

  • Detailed Loom video walkthrough

  • Call notes & Call recording

  • Recommendations for tech and next steps

Compare that to the hours of manual work saved and the revenue you’ll recover from lost leads… it’s a no-brainer.

Book Now

Why It Works

We don’t just drop a cookie-cutter process or CRM in your lap and call it a day.

We design your system around you:

  • Your services

  • Your clients

  • Your brain.

You need a map to know where you’re going. Why is your business any different?

Meet Jakee, a Brand + Web Designer

Before: Scattered proposals in Notion, payments split across Venmo/Zelle/ACH, manual scheduling. Unsure a traditional CRM could meet her needs for customized proposals and line items.

After: Streamlined client lead, proposal, invoice workflows inside Honeybook. All branded proposals, invoices, contracts, scheduling, and follow-ups all in one place.

Results: Calls booked faster, payments centralized, more headspace to focus on design work (instead of chasing details).

Ready to go from Scattered to Streamlined?

Ready to go from Scattered to Streamlined?

Your business deserves a workflow that actually works for you,

Let’s take the mental load off your plate and turn your backend into a smooth, sustainable system.

Book Now