Organize & Automate

Organize your online service business in as little as 14 days so you can stress less, work less, and amaze your clients

YES I need this ✨

Does this sound like you?

You started your own service-based business because you craved freedom, wanted to spend more time with your family, and you love working from the comfort of your bed. I mean, workspace. *Cough cough*

There’s just one problem...

Working for yourself is stressful.

Your clients are late providing you with EVERYTHING, from the files you need so you can start their project, to the feedback you need at various stages.

When you eventually receive your client’s feedback, it’s one vague sentence that doesn’t help you at all.

Your projects finish, but your clients are still emailing you with millions of questions.

And getting them to pay you on time is like tearing yourself away from a 4-hour binge session of This Is Us: not going to happen. *That show is awesome.*

Do you sometimes wonder if it would be easier to get a day job? Leave all the payment-chasing and following-up to someone else and just collect your payslip at the end of each month?

I know you sometimes think about that because I used to think about it too.

 

Despite those thoughts, you're no quitter.

This business was your dream and there’s no way you’ll give it up without a fight, right? That’s why you’re here, reading this.

You know that if you carry on down this path to burnout, your business won’t last long.

Organizing your business now is the key to regaining your sanity and creating a sustainable business you’ll love running for years!

You are capable of creating a business that is fun and easy to run, even if...

  • You’re great at being creative or strategic… but suck at getting organized.
  • You’re busy with client work and can only spare one hour a day for a couple of weeks to organize your business.
  • You’ve taken a million other courses (but never finished any).

Two weeks to a business that brings you peace of mind and inner calm.

Two weeks to a process that blows your client's minds and leaves them raving about you to all their friends.

Two weeks to working fewer hours. (Think of the time you’ll now have to go to the gym, travel or play with your kids!)

 

Here's why you've struggled to get organized until now...

You thought:

"I have client work to do. I can’t fit this in, too!"
"I'm a serial procrastinator. I've known that doing this will help me immensely, but just can't push myself to do it."
"I'm not an organized person, I just can't stick with systems."

But your decision to hold off on getting organized until now was a stroke of genius, even if you didn’t realize it.

There was no point in wasting your precious time trying to piece together systems from various bloggers and YouTubers.

Think of the days you’ve wasted doing that.

With this course, you'll have everything you need to organize your business in one place.

Life-altering ways your business is about to change...

Imagine:

You have an organized, simple business that allows you to spend less time slaving for clients and more time:

  • Creating and selling courses and ebooks so you can make money while you sleep.
  • Scaling your business and growing your team.
  • Hanging with your husband and kids.
  • Traveling the world and drinking passion fruit mojitos on the beach! (C'mon. You know that drink is the bee's knees.)

Imagine your processes are so streamlined...

  • Your clients never forget to provide files and feedback on time.
  • Late payments become a thing of the past.
  • Nothing falls through the cracks and gets forgotten during projects.
  • Your clients rave about you after the project is over because you not only provided them with amazing work but also an incredible experience.
 

How will you accomplish this? Organize & Automate will help get you there. Use my 8-step framework to go from overwhelmed to organized in as little as two weeks!

Here's what you'll learn:

✅ Module 01: Productivity

You’ll create a One Page One Year Business Plan and a 90 Day Plan to help you understand the money-making tasks you should focus on. Then we’ll break your plan into smaller goals!

✅ Module 02: Inbox Management

You’ll categorize your inbox, set up a labeling system, install 27 pre-written email scripts to help you tackle tricky client situations, and much more.

✅ Module 03: Project Management

You’ll learn how to use my favourite project management tool - Asana - with your clients. Learn how to create todo lists, send messages, share files, create due dates and even convince and train your clients how to use Asana.

✅ Module 04: Client Onboarding

If you want to impress potential clients, you’ll love this module. You’ll streamline processes like your appointment scheduling and consultation process, learn how to recognize and avoid nightmare clients, create an onboarding page and a welcome page, and more!

✅ Module 05: Project Handoff

In this module, you’ll implement my STAR framework to give your clients a memorable sendoff and have them wanting to work with you again (and refer others to you, too!)

✅ Module 06: File Organization

Take on my Simple Filing Structure and learn how to quickly organize your messy files and folders so it no longer takes you forever to find what you need.

✅ Module 07: Team

Whether you have a virtual assistant or you’re thinking of getting one, this module will teach you how to set up and lead regular team meetings, automate the on-boarding of new team members, track the profit you make from each team member (even ones with admin-only responsibilities!) and more.

✅ Module 08 Tracking Business Growth

You can’t get your business where you want it to go if you don’t know where you are or how fast you’re growing. Tracking your numbers using my Growth Tracker Template will help you understand what is and isn’t working in your business and make decisions based on facts, not emotions.

Here's what my students think...

There's more... you'll ALSO get $543 worth of bonuses as a free gift when you join!

Bonus 01

DUBSADO BONUS COURSE (VALUE $247)

Dubsado is a client process management tool that allows you to handle contracts, quotes, invoices, questionnaires and more - all from one place. This bonus 18-lesson video course will show you how to set it up in just one day and provides you with templates, scripts and more to make the setup simple!

Bonus 02

THE TEMPLATE PACK (VALUE $247)

The Template Pack includes 45+ scripts, templates and workflows to make organizing your business fast & easy!

Pay In Full Bonus!

COPY & PASTE WELCOME PAGE TEMPLATE (VALUE $49)

Don’t spend two days creating the perfect welcome page. Use my template to get it done in one hour!

You Can Join Organize & Automate™ For 4 Monthly Installments Of $174 Or Get $100 Off When You Pay In Full.

Frequently Asked Questions


I'm not sure if I have time for this...
My students have been known to free up as much as 2 hours per day after taking this course. So, after investing two weeks in this course, they’re getting up to 40 hours back each month to do whatever they please. When you realize the return on investment can be that high, I guarantee you’ll find the time to go through this course.
Are there any additional costs involved?
All tools used in this course are free or come with free plans except Gsuite (optional) and Dubsado. However, you DO NOT need to use Dubsado to complete this course. We've still included a bonus module on Dubsado though (+ 10 done-for-you Dubsado templates and materials) for students who can afford it and want to set it up for their business.
Who is this course for?
Online service-based business owners (like web designers, virtual assistants, coaches, writers etc.)
Do I have to use Asana AND Dubsado?
Dubsado does include project management but it's the weakest feature of Dubsado, so some course students choose to use Asana AND Dubsado together. However, it's not compulsory to use Dubsado if you can't afford it. This course will show you how to organize your business using 100% free tools OR using paid tools, so you can use this course no matter what your budget is or what it may change to in the future.
Do I have to use Dubsado if I join?
No. If you’re on a tight budget, stick to the free tools featured in this course. You can always use Dubsado in the future when you have the budget for it.

Get started now!