The Simplify and Flow Intensive
Simplify Your Systems. Reclaim Your Time. Grow Without Burnout.
A 6-week, 1:1 strategy sprint to help you clear the clutter, streamline what’s not working, and build a business that runs smoother behind the scenes. So you can focus on what you do best and not on administrative work.
This is for you if:
You’re spending too much time on admin, systems, or repeat tasks
You don’t have clear processes and are constantly reinventing the wheel in your business
Your tech stack is pieced together with duct tape (and you know it)
You're scaling or shifting — but feel stuck in the chaos
You’re tired of doing everything yourself and ready for some strategic support to develop a plan to streamline your business and operations.
You don’t need more hustle. You need a better way to run the business you already built.
What We’ll Do
In this 6-week sprint, we’ll work together to:
Audit what’s happening behind the scenes
Identify what’s slowing you down, draining your time, or blocking your growth
Clean up your workflows, processes, and tools
Create simple, repeatable systems that support your goals and your energy
Give you space to think, plan, and finally feel in control again
What’s Included:
1:1 kickoff session (90 min deep dive into your business operations)
Weekly 60-min strategy sessions (via Zoom)
Custom system recommendations + simple SOPs
Voxer/email support between sessions
Airtable or Google Docs-based project hub (optional)
Final wrap-up + next steps plan
The Clarity & Flow Method: Your Path to a Smoother, Smarter Business
My 4-part framework to help you simplify, systemize, and scale sustainably
Over our 6 weeks together, we’ll work through the four key areas that are most likely creating bottlenecks, burnout, or behind-the-scenes chaos in your business:
🔹 1. Offer & Delivery Systems
Streamline what you sell and how you deliver it
→ Tighten onboarding, reduce overdelivery, and align your offers to your capacity
🔹 2. Time, Tasks & Team
Reclaim your time and stop doing it all yourself
→ Audit your calendar, clarify roles, and create a sustainable weekly rhythm
🔹 3. Tech & Tools
Simplify your tech stack so it supports you (instead of stressing you out)
→ Clean up duplicative tools, automate the obvious, and create ease for your team + clients
🔹 4. Ops Systems & Metrics
Run your business like a real CEO — without overcomplicating it
→ Set up a regular review process, track what matters, and build operational clarity
Outcomes You Can Expect
By the end of 6 weeks, you'll have:
Clear, documented systems that save you time every week
Tools and workflows that actually work for you
Fewer decisions to make (hello mental clarity)
More time and energy to focus on your clients, your offers, and your mission
Confidence that your business can run smoothly — even when you take a break
Why Work With Me?
With 20+ years of experience in accounting and process improvement, I’ve seen the chaos that happens behind the scenes when things aren’t running smoothly. I’ve diagnosed issues and developed streamlined processes for some of the largest companies and for business owners like you.
I bring calm, clarity, and real strategy to every session. My goal isn’t to load you up with tasks, it’s to create simple, sustainable systems that give you relief, not more responsibility.
FAQs
Q: Will you implement the processes and / or technology for me?
A: No — this is a strategy + systems planning container. I’ll guide you through what to use, how to use it, and what to hand off (or automate). If you need tech setup, I’ll help you find the right support.
Q: Do I need to be “tech-savvy”?
A: Nope. My job is to simplify, not complicate. You’ll walk away with tools and workflows you actually feel comfortable using.
Q: Is this just for service providers?
A: I specialize in working with coaches, consultants, and small service-based business owners. If you’re mission-driven and wearing too many hats — we’ll probably get along just fine.