From Chaos to Clarity, and Foundation to Freedom

Whether you're establishing your systems or scaling to new heights, we bring the structure, strategy, and support to get you there—without the overwhelm.

Our Signature Offers

1.Foundation First

Build the Operational Backbone of a Business That’s Meant to Grow

Strong systems aren’t just a luxury—they’re a launchpad. This service is designed to set up your core tech stack, automate your key workflows, and create an exceptional client experience from day one. It’s everything you need to get organized, look professional, and start scaling with intention.

What’s Included:

  • CRM and project management tool setup (Dubsado, ClickUp, HoneyBook)

  • Workflow automation for admin, sales, and client delivery

  • Full client journey mapping from inquiry to offboarding

  • Onboarding templates and SOPs to prepare for team support

  • Starter funnel or lead magnet build with email integration

  • Strategic guidance to move you into your next phase with confidence

3.The Signature Onboarding Suite

Deliver a Seamless, Automated Client Experience—From First Click to Final Invoice

An elevated client journey doesn’t start after the contract is signed—it starts the moment someone says “yes.” This done-for-you CRM build transforms your intake process into something you can automate and trust—so you can focus on showing up, not following up.

What’s Included:

  • Full HoneyBook or Dubsado setup customized to your service model

  • Automations, schedulers, and smart files for hands-free onboarding

  • Templates for proposals, contracts, invoices, and contact forms

  • Branded intake questionnaires and feedback forms

  • Canned emails for every stage of the client journey

  • Three support calls to guide you through implementation

2.The Operations Blueprint

Reset, Refocus, and Reclaim Control of Your Business Backend

Things running—but not quite right? This 90-day planning experience helps you hit pause, review your current operations, and identify what’s slowing you down. You’ll leave with a clear, prioritized plan of action to bring more ease, flow, and structure to your business.

What’s Included:

  • 4-hour strategy session reviewing systems, delivery workflows, team structure, and more

  • Custom-built 90-day operations optimization plan

  • Step-by-step implementation checklist for clarity and momentum

  • Companion workbook to guide your reset and keep you on track

4.Beyond the Build

Ongoing Operational Management to Sustain Growth and Protect Your Time

Once your systems are built, they need care, updates, and strategic oversight. This is where we step in to manage your day-to-day backend operations, support your team, and ensure everything continues to run like clockwork—even as your business evolves.

What’s Included:

  • Systems maintenance, tech updates, and automation audits

  • Team and project coordination using your preferred tools

  • Monthly performance tracking and KPI reviews

  • Strategic calls to reassess, refine, and realign operations

  • Offer suite refinement and value ladder mapping

Support Options:

  • 20 -40 hours/month & Custom monthly retainer available upon request

Custom Support & Strategy Bundles

Your Business Doesn’t Fit in a Box—Neither Should Your Support

Maybe you're hiring, launching, or pivoting—and need a more tailored approach. Our custom bundles combine elements from all our services to meet you exactly where you are and build a backend that supports where you're going.

Let’s co-create a package that reflects your vision and builds toward your goals.

“Excellent work! You’ve done years of worth of work that NEEDED to happen where I couldn’t find the time to do so. Thank you ”

— Gabrielle
Founder, PT Solutions

READ WHAT MY CLIENTS HAVE TO SAY

“Jodiann was fantastic in creating a system for all my business processes. In such a short time she was able to streamline our backend and the entire team was the better for it. She's been amazing to work with.”

Elesia W.

“Phenomenal! She's loyal, trustworthy & dependable. I knew she wanted me to win; every process she set in place and the care she gave to the content creation & administrative processes, documenting as she goes made it so that I did not have to worry.”

Mark T.

“Working with Jodiann has been a lifesaver! I was nervous about handing off my tasks, but she made it easy, and the quality of work was amazing. I quickly doubled hours when I realized how helpful it was having her support. Thank you!”

Olivia R

Ready to Take the Next Step?

  • General Inquiries: Have a question about working together or something else? Use the form or email directly.

  • Service Requests: If you already know which package caught your eye, mention it in your message and we’ll start there.

  • Collaborations: Interested in partnering, podcasts, or guest speaking? I’m open to exploring aligned opportunities.