Feeling overwhelmed with all the moving parts running your business? Let’s change that.

Operations Strategy

Ready to gain back your time and freedom? Looking to wow your clients with an unbelievable experience? It all starts with a strong foundation.

If you’ve been winging it, and are manually juggling a lot of moving parts, this is where to start.

In this 3 hour mapping session, we'll create a roadmap for the entire structure of your business, from leads to clients, to your tasks and project management, and everything in between.

Walk away with:

  • A flowchart of your entire business backend.

  • Understand exactly what your unique client experience + operations process is.

  • And how to translate it all into systems + automations speak, step by step.

Investment: $697

Operations Audit

Feeling like you kinda’ have it together running your business, but are unsure where to start streamlining, or how to get back more time? Let’s audit your processes behind the scenes.

I promise it’s way better than the IRS kind…

We’ll roll up our sleeves and dive into your existing systems, followed up by a private 1:1 call to chat through our findings.

This holistic view of your business will help create strategies to optimize + streamline everything behind the scenes, giving you back more time freedom, and peace of mind that everything is working the way it should.

This Includes:

  • In-depth dive into your entire business backend and systems.

  • Detailed notes how to improve + organize your setup

  • 60 minute collaboration meeting to discuss + make your implementation gameplan

Investment: $697

System Build Ups

Ready to feel more in control, and stop dropping the ball? It’s time to wow your clients, and organize your business back end.

This completely done for you service top to bottom will create a seamless white-glove client experience, or top notch project management for you + your team.

We’ll implement everything for you completely white glove, so when we’re done all you’ll have to do is log in and get to work.

We specialize in ClickUp, Honeybook, Dubsado and Zapier.

Projects include:

  • 90 minute client experience/operations mapping session

  • Templates to guide you in writing your new processes

  • SOP guide + training videos

  • 4 weeks hands-on support

  • 60 minute support meeting

Projects start at $3,200

Virtual COO +

Done With You Support

Steady intentional growth is hard if you’re constantly putting out the fires in front of you - let’s get you out of the weeds, and back to spending your time doing what actually matters.

We offer 3 Tiers of Done With You + Virtual COO Support, to help assist you during your different seasons of business

Because sometimes you need help with 1 thing, and sometimes its all the things.

Looking to refresh your client experience?
Want to set up your email marketing funnel?
SOPs been put on the back burner?

Check out the full Service Guide for all the deets, or click below to schedule a chat!

  • I felt very overwhelmed about all the moving parts of the business and putting it all together in a way that I can visualize it better. The mapping session was amazing! Having it all written down visually and seeing the entire client journey was a huge win! Now I have a better understanding of the systems needed and areas that can be optimized. I would highly recommend you to anyone, very efficient and easy to work with. Really enjoyed working with you!

    - Yahi Krahmer, AccountHer

  • I have had, hands down, the most productive quarter getting things done and systems in place. An added benefit for me was having someone to bounce ideas off of. You would hear me and hold me accountable. This has given me back so much mental energy to focus on coaching, building out programs and building business. Thank you so much.

    - Stacy Fischer, The W Collective

  • Working with Rachael was so dreamy! I am so thankful I was able to streamline my business processes with her help. We were wasting time on processes that could easily be automated with her help... and who doesn't want more time back in their day. She is someone who I am going to utilize ongoing to continue to optimize our time! She is a vital part of our team now and looking forward to continuing our work together.

    - Heather Lovato, clover PR

  • My biggest win was actually completing what we set out to complete and seeing that way of thinking and organizing pour into other projects as well. You demonstrated an expert-level of understanding across a platform I knew nothing about, had patience with my sparkly-ball-chasing ways of working and thinking, and your communication and organization skills are unmatched.

    - Giselle Ugarte, Online Performance Coach

  • Before working together I was overwhelmed with where to even begin organizing my flows + systems!! I now have a TRULY organized system that I can easily use and keep updated. I am so excited to implement the new systems in my business and have so much more time back that I was spending doing things the hard way.

    - Chelsea Pimienta, Website Designer

  • Working with you was a breath of fresh air. You are fast, efficient, organized and direct. You know these systems and thrive in ways I do NOT thrive in! You did not make me feel dumb for not knowing where to even start, had great ideas and put me on ease on our first call together. Such a great help to me, my company and my team!

    - Lacey Magen, New Nurse Mentor

  • With all of the changes in life and business all of our old systems became cluttered and in need of an update... Rachael SAVED THE DAY by not only helping think through what processes would make the most sense, but implementing them for us! HUGGGGGGGEEEE help!! The ways you leaned in, made suggestions, and helped keep us accountable... you weren't just checking off tasks... you were helping strategize and that was WILDLY helpful!

    - Brad & Jen, Wedding Photographers & Mentors

  • Rachael knows systems, takes time to understand what you want for your business and the strategy behind it, and helps you implement while training you in any area you need to know to continue or maintain that system. I'd HIGHLY recommend working with Rachael!

    - Hilary Hartling, Brand and Messaging Strategist

  • It’s been so wonderful working together. I feel like we have been through such a journey together...Dubsado, productivity, emails...WOW we have done so many things - it’s been incredible. You have been such a tremendous help to me...helping to organize all the chaos and get systems and feel grounded...and you’ve been such a major component in that.

    - Jera Foster-Fell, Social Media Coach

  • Before working together I felt dead inside…Or mostly just incomplete from a project management flow. My biggest win working together was feeling confident that someone who knew what we needed could get us there in a super timely fashion - and in a very clear and smart way.

    - Ryan Koral, Founder, Tell Studios

  • My goal is to work smarter from the start, so even though I'm clearly a newbie, I never felt judged by you. The way you mapped out our workflow really brought all it all together and puts a system to the dream. I'm a visionary in my business but can get tripped up on the small details. Having this map is crucial and made it all transparent for me! As a beginning business owner, these systems can be really intimidating... I was surprised that after taking a peek behind the curtain with you I saw simplicity to the system.

    - Desiree Goscilo, Photographer + Coach

  • I 100% recommend Rachael for any systems management needs! She is knowledgeable, efficient, and professional. Plus! You can feel that she LOVES what she does, which makes it super fun and easy when working together!

    Frances Naude, Four Noble Holistic Healing

  • I have so many projects going on it was very hard to organize them all. Rachael has the ability to hone in on your individual strengths and areas for improvement in order to support you in creating systems that work for your business.

    - Chef Carla Contreras

  • I wasn't sure what to expect but I had reached a tipping point with my client management system (basically just gmail) and I knew I needed to make a change. I wanted to hire someone who knew what they were doing. The onboarding process with Hey Rachael was straightforward and easy (again, something I was looking to replicate with my own clients). It feels great to have a system in place and know that my clients' experiences will be much smoother.

    - Breck, Stationary Designer

  • I really enjoyed working with you. The biggest win working together was removing the "doing of things" from my plate. If someone is considering working with you and is on the fence…just do it. You don't know what you don't know and I realized how much Rachael could help me. She could see gaps I couldn't and her fresh eyes view on my business really helped make sure my client experience is the top of its game when it comes to systems and organization.

    - Hannah Schaapkens, Engineer Your Mind

  • You gave me a very "this is simple and will be smooth" attitude and I NEEDED that. Working together felt super easy and VERY thorough. You are an amazing communicator.

    - Terri Frohman, Artist & Designer

  • What surprised me the most was your ability to think through the process with us and provide helpful feedback, (and create) a streamlined process.

    - Neal Collins, Founder of Latitude Regenerative Real Estate

  • I needed an expert in Dubsado, (and) needed better automation in my business. And Rachael was the best.

    - Dawn Gilliland, Affordable Bookkeeping Services

  • Before working with Rachael, I knew my business wasn't efficient, but I had no idea how much extra work we were giving ourselves by not establishing SOPs and systems. We're no longer playing a constant game of catch up. We have proactively addressed the old bottlenecks with replicable and automated processes. My business finally feels professional, organized, and responsive to client needs because we cleaned up and streamlined the chaos. It was like a professional organizer came into my messy business and helped me declutter, streamline, and create efficient and lasting systems,

    - Dr. Sasha Heinz

  • As a creative person, a lot lives in my head, and seeing it all on screen and sorted made me realize how much I am managing day to day that can be automated. It's worth the time and energy to map out what is living in your head, and if you don't have the support to set up your systems, the investment will be worth it!

    - Erin Noel MacDonald

Download The Full Guide

Not sure where to start? I've got you! Download the full service + pricing guide here and get all the details how we can work together this season

I speak the language of:

Dubsado, Honeybook, Clickup, Asana, Notion, Trello, Airtable, Zapier, Wordpress, Squarespace, Kajabi, Flodesk, Convertkit, Mailerlite and more...

  • "Before working together I felt overwhelmed and not sure where to start with automation. A lot of manual processes that felt like such a waste of my time. My biggest win after working together has been the time I save now doing other fun things in my biz instead of wasting them on sending things manually over and over again. You went above and beyond - Thank you for making my life easier!"

    - Ines Garibay, Social Media Strategist

Out with the old, in with the organized

Whether you’re looking to integrate new tools for the first time, or level up your processes to scale - I gotcha covered.