Your Business Deserves Better Than Duct-Taped Systems and Manual Workarounds.
Let me organize and optimize your CRM and project management tools into a seamless system. You’re too busy for another DIY solution that doesn’t stick.
Sara and Katie are an absolute blessing and breeze to work with. They make whatever vision you have for your business come to life and take work off your hands that you don’t have the time or energy to do, so that you can focus on the things you love to do in your business instead.
They are timely and extremely professional. I HIGHLY recommend them for all of your business and social media needs!
-Cynthia M.
Right now, your business looks great from the outside. But behind the scenes, it's a different story. Your reality consists of...
Staring at a CRM filled with outdated workflows and broken automations that you've been meaning to clean up for months.
Jumping between three different tools just to move a project forward because nothing's properly connected.
Running a business that's outgrown its systems, but feeling too overwhelmed to reorganize everything.
Spending hours on repetitive tasks that your tools should be handling automatically.
Paying for expensive software subscriptions that aren't doing half of what they could because they've never been properly optimized.
The truth is..
You don’t need another tutorial or template. You need someone to come in and actually fix this for you.
That’s exactly what I do. I take your existing tools and turn them into a system that actually works. One that runs your business properly.
What Does Your Business Need?
Whether you need your CRM organized, your project management simplified, or both working together automatically, I’ll take your existing tools (like HoneyBook, High Level, Asana, or Monday.com) and build a backend that aligns with your vision for growth and the lifestyle you want to create.
CRM Setup & Optimization
For business owners who are tired of losing leads and manually managing every client touchpoint.
I’ll build a seamless CRM system that:
- Keeps all your client information in one organized place
- Automates your client communications from inquiry to offboarding
- Creates consistent, professional touchpoints throughout your client journey
- Handles your follow-ups and lead tracking automatically
- Gives you back the time you’ve been spending on manual updates
Project Management Setup
For business owners who are overwhelmed with keeping track of everything in their head.
I’ll create a project management system that:
- Shows you exactly what needs to happen and when
- Turns your recurring tasks into reusable templates
- Makes it simple to track progress and deadlines
- Reduces your reliance on your inbox to remember what’s next
- Eliminates the mental load of managing every detail
Business Operations Reset
For business owners who are ready to transform their entire backend.
This complete system overhaul:
- Integrates your CRM and project management so everything flows automatically
- Creates a seamless journey from lead to completed project
- Eliminates duplicate work and manual data entry
- Gives you a backend that can handle your growth
- Frees you to focus on the parts of your business you actually enjoy
I hired Sara and Katie because I needed some help with the day-to-day tasks, my weekly newsletter, and some critical projects that I wanted to move forward on. Their attention to detail and thoroughness was above and beyond my expectations. Not only did they help move these items forward, they made them better! Restructuring my weekly newsletter with a relevant flow, creating a new cover for my podcast that looks amazing, and streamlining my workflows in my current platform (High Level). Creating a spreadsheet so I can quickly source my podcasts by topic and relevance is such a time saver!
Onboard clients as needed and make the onboarding process simple for the client so they can have the best experience possible working with Katalyst Fitness and Nutrition. Having these tasks off my plate allowed me to think more about the future of where I want my business to go and how I want it to grow, rather than being stuck in the minutiae of day-to-day tasks. I highly recommend them to anyone looking for great work and I will be referring them to my business contacts and networks. Thank you!
-Kathy C.
The Strategic Shift Your Business Needs
Consider this your turning point – where you shift from managing everything to having a business that actually supports you. Our partnership gives you back the time and mental space to focus on what matters most to you.
Our comprehensive support packages begin at $3,000. Depending on your package and level of support needed, I can have you up & running within 4-6 weeks.
This ensures we have the time to create lasting systems that keep your business running smoothly, whether you’re working or not.
I currently have space for 3 new clients who are ready to stop leaving money on the table due to their messy systems & automations.
Here’s How I’ll Get You There
Book Your Call
This 30-minute call is where we’ll dive deep into your current set-up and discuss your vision for growth. This is your time to share what’s working, what isn’t, and where you want your business to go within the next year.
Find Your Perfect Package
Together, we’ll discuss the best package to ensure our support aligns perfectly with your needs and goals. You’ll get complete clarity on how I will take your current mess and clean it up so it is in alignment with your current goals.
Let's Make It Official
We’ll kick off with a comprehensive onboarding process. Within days, you’ll feel the weight lift off your shoulders as I & organize & optimize current set up , and within weeks, you’ll wonder why you didn’t do this sooner.
GOT QUESTIONS? I´VE GOT ANSWERS!
What is the investment?
The implementation packages begin at $3,000. The investment depends on the package your select and the level of organization & optimization needed.
Do you offer payment plans?
Yes. While you can save by paying in full, we offer a 3-month payment plan to make this investment more accessible. We’ll discuss all payment options during your consultation.
How long does implementation take?
Most implementations are completed within 4-6 weeks. This is dependent on the package, level of customization, and how quickly I get documentation from you.
What if I'm not tech-savvy?
That’s exactly why you hire me. I translate technical complexity into simple workflows and provide documentation and training so you’re fully supported.
Can you still help me if I use a different software?
I primarily work with HoneyBook, High Level, Asana, and Monday.com. If you’re using something different, let’s discuss it during our discovery call. I can help you decide if your current tool is the best fit or guide you toward a more scalable option.
How do I know which package is for me?
We can discuss this on our call together, however this is a good frame of reference:
- Choose CRM Optimization if you’re losing leads or spending too much time managing client communications manually
- Choose Project Management if you’re overwhelmed with tasks or need better organization
- Choose the Business Ops Reset if you need both systems working together to support your growth
Working with Katie and Sara has been a huge blessing for me and my blooming business. They are incredibly sweet, thorough, communicative, attentive, trustworthy, dependable, and efficient.
They literally saved me countless hours & even showed me ways I could be more efficient with my content! Lastly, being an entrepreneur can be very lonely. So having Katie and Sara there to bounce new ideas off of & collaborate with was highly invaluable to me as well. They would frequently share their personal insights, how to’s, and comment on what works vs. what doesn’t. I HIGHLY recommend them to anyone looking for a heart-centered support.
-Sam M.
Imagine starting your week knowing:
Every promising lead gets your full attention (not just the ones you remember to follow up with)
Your client experience runs on autopilot (not on your mental energy)
You can see exactly where every project stands in one glance
Those "I should really organize this" thoughts are finally gone
Your business runs smoothly whether you're at your desk or on vacation
It's time to stop jumping between broken workflows and start running your business with seamlessly connected systems that do the work for you.
There are limited number of spots to ensure each client gets our full attention and expertise. Currently, I have space for 3 new clients who are ready to stop losing money (& time) due to their messy, outdated systems.