Your Content Here
For Digital SERVICE-BASED EntrepreneurS
1:1 Automation Consulting For Your Business
Let's Reclaim Your Time So You Can Focus On What Matters
You need automation to
Clear Your Calendar
Free up a few extra hours each week so you can focus on money-making activities
Improve Client Experience
Deliver projects more efficiently and consistently to earn more positive reviews and repeat business from happy clients
Boost Your Productivity
Keep client information, tasks and projects organized to help you stay focused without the overwhelm or burn out
Automate your workflows FOR A more SUCCESSFUL AND PROFITABLE BUSINESS.
Types of Automation I Can Help You Build
Lead Management
Keep track of your leads and automatically capture, organize, and follow up with prospects.
Payment & Invoices
Send invoices and get paid on time with automated reminders.
Onboarding
Make a great first impression with automated onboarding to send welcome emails, collect forms.
Client Management
Manage all your client interactions to stay on top of appointments, conversations, and follow-ups.
Project & Task Management
Keep your projects organized and on track with assigned tasks, and clear deadlines.
Membership & Course
Sell, manage, and deliver your content while keeping everything locked down for paying clients.
Not quite the systems you had in mind that you want to automate? No, problem. I still may be able to help.
Software & Platforms I'm familiar with
Client Relationship & Experience
Go High Level
FG Funnels
Dubsado
Honeybook
Calendly
Acuity Scheduling
Convertkit
Project & Data Management
SmartSuite
Airtable
Jotform
Typeform
Google Form
Google Sheets
Google Doc
Asana
ClickUp
Integration
Make(formerly Integromat)
Zapier
Don't see a software or platform you're currently using in your business? No, problem. I still may be able to help.
Helping digital service providera Automate Their Business so they can STOP DOING TIME-CONSUMING MANUAL WORK.
The details of
Automation Express
We will work together for 12 weeks, planning, designing and setting up automations that fit your workflow, reclaim your time and focus on delivering your best work.
What's included
A 60 Minute Personalized Discovery Session: We'll outline the one key area you’d like to streamline and dive into your business, goals, and existing tech stack.
Detailed Analysis Summary: I’ll provide an analysis summary that identifies your current automation challenges, and present solution options that align with your business goals
Tailored Automation Blueprint: I'll provide a visual diagram of where automation can be used to improve your workflow
DFY Automation Implementation: I’ll handle the setup of workflows, creating custom forms, templates, and integrating software
Project Wrap-up: You will receive a comprehensive project report outlining everything accomplished and how to use your new automation set-up.
Unlimited Direct access: You'll have unlimited direct access to me through email, text, or voice notes for the duration of our engagement
The Investment
Pay in Full
$1,500
3 payments of $520
or lower payments through
Buy-Now-Pay-Later options
Cut the Headaches, Confusion, and the Struggle your experiencing with trying Figure Out how to automate workflows
Stop leaving money on the table. Maximize your revenue potential.
You’ve been losing hours unsure of the best way to go about upgrading your processes and it's costing you more than just time. Every minute spent struggling with your tech setup is time you could be coaching clients, delivering services, or working on money-making activities. The missed opportunities, frustrated clients, and wasted energy are adding up. You're overwhelmed, and it’s affecting your ability to manage your business efficiently.
You’re ready for automations that are tailored to meet your needs and help you reclaim your mental capacity so you can focus on delivering high-quality services. You want efficient workflows where you know exactly what you're doing each day and automated processes to reduce the number of manual tasks you have to do.
You know you're capable of figuring it out, but let's be honest...
You struggle with figuring out how your processes should flow: You have a general idea of what you want your system to do, but you don't know how to piece together all of the steps to make sure everything flows smoothly.
You really don't have the time: Between juggling client work and daily tasks, finding time to learn and implement new systems feels like a luxury you just can’t afford.
You're scared of creating more problems: You’re not quite sure if you doing your own set up will help your processes or make things worse, and you don't want to take that risk.
You would just rather not have to figure it out: You don't want to spend weeks learning how to automate your workflows or migrate my program from one platform to the other.
TESTIMONIALS
What others are saying
"Brandee made the whole process easy and quicker than I could have done it myself"
""I saved money by simplifying my tech stack and Brandee helped me transfer my automations quickly! I did not have any hesitations. I knew I needed someone to help me so I did not have to spend weeks learning to migrate my program from one platform to the other. I’d absolutely recommend her service! Brandee made the whole process easy and quicker than I could have done it myself. What made her service stand out is how easy Brandee was to talk to and communicate with. What I liked best in my experience working with her is when an automation misfired, Brandee figured out the issue and fixed it for me quickly."
- Brittney Scott
"I saved money by simplifying my tech stack"
"I saved money by simplifying my tech stack and Brandee helped me transfer my automations quickly!" - Brittney Scott
"Working with Brandee took the stress off me"
"It was great working with Brandee to get my systems in order. I have a difficult time figuring out the best way to plan my process and she definitely took the stress off of me with her help. She set up my Dubsado CRM automation, now I won't have to think about sending emails because many are automated. I can ensure my clients will receive everything they need at the right time throughout my process. Clients will be impressed and feel like I'm there with them every step of the way. Prior to working with her, I recently created a new package that I knew would need more steps, and I struggled with figuring out the order in which certain things should happen. Brandee made sure to go through the process with me on zoom, and she also did a test run so I know she's extremely thorough in her work!"
- Kristian Thompson
"I would recommend to anyone having difficulty streamlining their business processes"
"Before my session with Brandee, I felt overwhelmed by the various systems I was using or planning to use in my coaching program. I needed a simple process to eliminate overwhelm and focus on delivering high-quality services to my clients. Brandee helped me create a workflow (operations vs. client) and map out the systems I’d need at each critical point. What I loved most about my consultation was the ease and flow of the session. I would recommend Brandee to anyone struggling to streamline their business processes and looking for a simple way to manage and monitor their overall process flow. I was hesitant to book a consultation because I had never worked with a Systems Coach before, but Brandee truly helps you eliminate overwhelm."
- Georgia Wolfe-Samuels
DESIGNED BY A SYSTEMS & TECH EXPERT WHO GETS IT
Hi! I'm Brandee. I’ve spent over 12 years working in the tech industry wearing many hats, the main two being Technology Consultant and Business Systems Analyst. I’ve tackled system design, integration, and automation working with clients within big corporations and small businesses. I know how confusing and overwhelming tech can be, especially when you’re a solopreneur juggling everything on your own.
I created this service with overwhelmed solopreneurs in mind.
You won’t have to sit through long, drawn-out calls. Instead, you'll only need to schedule a 1-hour call at the start where you can walk me through your pain points and goals. After that, I’ll handle the analysis and audit of your systems with your permission. We’ll touch base once the audit is complete, and I’ll keep you updated via text or voice message if I have any questions during the setup. If you're pressed for time, you can reach out to me whenever it's convenient for you throughout the day via text/voice message. It’s designed to fit seamlessly into your busy schedule, even if you just have 30 mins a day to spare.
Profitable businesses have streamlined workflow automation
STILL NOT SURE?
Frequently Asked Questions
“What if I can't afford the full investment upfront?”
You will have the option to split-pay or opt into Buy-Now Pay-Later (BNPL) options through Affirm, Afterpay, Klarna. The BNPL allows you to make lower payments using more flexible payment plans.
"What's your refund policy?"
This tailored experience, which means I will be working closely with you to create something super tailored to your needs. Once I share strategies and start the work, those things cannot be unshared or undone. For this reason, I don’t offer refunds.
“What if I have more questions after the service ends?"
My text/voice/email support is designed to allow you unlimited access to communicate with me through your designated service timeframe. If you need further assistance beyond this period, I offer additional support options and packages to support your ongoing needs.
"How much time will I need to dedicate to this service? Will it disrupt my current workflow or business operations?”
You’ll need to set aside at least an hour for our discovery session, after that I only need you to be available and responsive within a reasonable timeframe to answer any questions or complete any reviews I'd need from you.
It’s designed to fit into your schedule without causing major disruptions.
“What happens if I miss my discovery session or can’t attend at the scheduled time?”
If you need to miss your discovery session or reschedule, I ask that you let me know at least 24 hours in advance so I can find a new time that fits both of our schedules.
If you aren’t able to attend your scheduled session and you do not provide any notice whatsoever, this will be considered a no show and and may result in you not been able to reschedule your session or proceed with the service.
"Is this service really appropriate for my current stage of business?"
This service is tailored for solopreneurs and small business owners who are already using tech in their business and but may lack the knowledge, aren't confident, or don't have the time to build automation into their business themselves.
If that sounds like it may be you, then this service is for you!
"I have a question that wasn't answered. How can I get an answer?"
Email me at [email protected] so I can understand your concerns and provide you an answer.
Workflow Automation & Business Operations Consulting for Service-based Entrepreneurs
