A 60-day done-with-you container to design, build, and automate your rave-worthy client experience inside Dubsado or HoneyBook with Your Systems Professor by your side.

Systems in Session

Every business is different—which means your systems should be too. Inside Systems in Session, we’ll map your client journey, prioritize what needs attention, and build a custom experience with workflows in Dubsado or HoneyBook that support the way you work.

This isn’t a one-size-fits-all workflow plan.

Done-With-You Systems Sprint

Systems in Session

Client Experience Strategy — Identify key touchpoints in your process and where smart systems can create ease and consistency.

Custom CRM Workflows — Build and automate processes in Dubsado or HoneyBook that match how you work (not just what the software defaults to).

Workflow Testing & Feedback — Once everything’s built, I’ll run through it all and give detailed feedback so it’s smooth, functional, and ready to wow your clients.

You've convinced me!

Once your workflows are built, I’ll test them from start to finish—clicking every button and walking through the full client journey. You’ll get clear, actionable feedback so everything runs smoothly and makes sense for real humans (not just your backend brain). Because a workflow isn’t done until it’s tested.

Workflow Testing & Feedback

Have a quick question or need a second set of eyes? Submit a support ticket anytime during your 60-day container, and I’ll get back to you with answers, feedback, or a Loom video (because sometimes a screen share says it best). It’s like having a systems professor in your inbox—ready to help you move forward without the back-and-forth.

SUpport Tickets

Sometimes you just need to talk it out. During your 60-day container, you can book 20-minute SOS calls whenever you're stuck, second-guessing, or staring at a screen wondering, “Why isn’t this working?” We’ll hop on, troubleshoot together, and keep your momentum going—fast fixes, smart strategy, zero fluff.

SOS Calls

We’ll kick things off with a 60-minute strategy call to deep dive into your current setup, spot the gaps, and map out exactly what we’ll focus on over the next 60 days. Not quite ready to hand the keys over to full automation? That’s okay—there’s always the approve button. Think of it as training wheels for your workflows. 😉

Strategy Call

Here's how I support you while you build your newly automated systems...

A lot—especially when we start with a strategy call to prioritize what matters most. Some people build their entire client experience from inquiry to offboarding. Others focus just on fixing a few key workflows. You don’t have to do it all—you just have to do what matters now.

What can we actually get done in 60 days?

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You absolutely can! But if you want help customizing it to your business, writing emails that sound like you, or figuring out how to connect it all with automations—this is the container for that. Think of it as the next step if you’re feeling overwhelmed or stuck after downloading a template.

Can’t I just buy a template from your Systems Shop?

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Great question! With Systems in Session, we’re building your workflows together over a 60-day period. I’m not logging into your account and doing everything for you—but you’ll have strategy, support, and expert feedback every step of the way. You still get my brain, just with your hands on the keyboard.

How is this different from your done-for-you setup?

1 I bet you're wondering....

your VIP Day questions answered

Yes! Once your workflows are built, I’ll test them from a client’s perspective and give you detailed feedback. You’ll walk away confident that your automations make sense, everything works, and your client experience feels intentional—not just functional.

Will you check my workflows when I’m done?

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You can submit support tickets anytime during your 60-day container, and you’re welcome to book one 20-minute SOS call a day—as long as there's availability on the calendar. My goal is to make sure you never stay stuck for long, whether it’s a tech hiccup or you just need a second opinion before hitting “publish.”

SOS calls are available Tuesdays, Thursdays, and Fridays as my schedule permits.

How often can I use the SOS calls and support tickets?

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Even better. We’ll start from scratch and build a system that fits your business (instead of patching together what you think you need). You’ll save yourself months of frustration and avoid building something you’ll have to redo later.