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System Strategy + Implementation

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Autumn Boho Pampas Clipart
Autumn Boho Pampas Clipart

Break Free From Your Busyness!

Reclaim your time, by utilizing workflows, automation and task management tools that can help you save countless hours!

Hey there, I’m Lisa

Blue Blur Oval Illustration

your system strategist

Modern Art Design Frame

I thrive on bringing order, structure, and a touch of artistic flair to the world of entrepreneurship. With a passion for timelines and strategic paths, I have dedicated myself to helping busy entrepreneurs achieve unparalleled success through a well-orchestrated client experience.


I understand that entrepreneurs often find themselves overwhelmed by the demands of their businesses. With thoughtful, purposeful, and automated systems, I deliver a true time-saving solution, allowing my clients to regain their precious resources—time and energy.


If you're ready to embark on a journey towards a more efficient, fulfilling, and liberating business experience, I am your ideal partner. I want to provide my clients with a renewed sense of passion, joy, confidence, fulfillment, and freedom in their business. Let me help you achieve all of this by providing you with the strategy, the know-how, and my years of experience building business systems.


Blue Blur Oval Illustration
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Autumn Boho Pampas Clipart

System Strategy + Implementation

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Autumn Boho Pampas Clipart

What’s Included

STRATEGY SESSION

We will talk about questions you have regarding my services, pricing, deliverables, and how by working with me, you will walk away with a streamlined, automated process.

MAPPING SESSION

We will comprehensively outline your process and identify all the necessary assets to create a streamlined and automated workflow.

ACCOUNT SETTINGS

I will optimize your account settings, including your brand elements , email signature, notification preferences, and client portal.

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PACKAGES

Create organized pricing by grouping services or creating stand-alone packages for each of the services you offer.

SCHEDULER

Creation of (2) schedule templates to effortlessly automate the process of scheduling appointments with clients and receive automated meeting reminders.

CANNED EMAILS

I will craft all the canned emails you will need. These emails are templates and can always be customized or personalized.

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PROPOSAL - SMARTFILE

I design a custom proposal smartfile highlighting your branding, business, services, process, and past client testimonials.

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CUSTOM FORMS

With your brand ascetics in mind, I will stylistically design your contact form, questionnaire, and pricing guide.

AUTOMATION/WORKFLOW

I will dissect your process from the bottom up! Then create the perfect automation/workflow for your services.

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WALKTHROUGH SESSION

During our walkthrough session, I will present your newly set up system, showing off all the magic. It is a tour of your account with an emphasis on automation/workflow.

OFFBOARDING PACKAGE

Offboarding includes links to our mapping session, walkthrough call, and mapping spreadsheet. It also contains actionable steps to follow during testing and support items to help you after your build.

14 DAY - HICCUP HELP

Immediately after our walkthrough call, you’ll have email access to ask questions, request edits, or receive supporting materials to help you with your new setup.

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Autumn Boho Pampas Clipart

RESULTS YOU WILL SEE FROM A CUSTOM SYSTEM SETUP


A streamlined, automated system that almost runs itself...


An efficient process that will save you time...


Never drop a lead with your new inquiry workflow...


Ability to grow your business with confidence.

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Autumn Boho Pampas Clipart

The Process

prep

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You will receive a Workbook questionnaire that is an essential part of your system build.

This is an in-depth look at your business, that includes providing your assets, branding, and an overview of your current process. This questionnaire does take some time, so grab your favorite drink and take some breaks!

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Produce

Over the next week, I will create all of the forms, canned emails, and workflows we discussed during the strategy session. Once that is complete, we will have our Walkthrough session, during this call I will reveal all of your new assets, and review each workflow.

Plan

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Upon completion of your Workbook, we’ll have our Mapping Session, this is where we take a deep dive into your process! We will review my pre-mapped workflow and discuss if additional assets are needed. You will receive an Implementation questionnaire following the mapping session if required!

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Provide

After our walkthrough call, you will receive your Offboarding packet, which includes links to our sessions, a mapping spreadsheet, FAQs, and a few to-dos. This is when your 14-day Hiccup help begins. Feel free to ask any questions you have so that I can help you get more acquainted with your new system.

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Autumn Boho Pampas Clipart

This is for you if...

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You want more TIME for you, your family, your business.


You need to regain control of your client process.


You don’t want to have ever sent out “reminders” again!


You’re ready to take on new clients and grow your business.


You love the idea of letting your system do the heavy lifting.

SYSTEM STRATEGY + IMPLEMENTAION

Brushstroke Arrow Smooth Curve Down

$1749 HoneyBook

Phone

(905) 334-2458

Email