One of the first things that happens when I’m onboarding new clients is I get a fresh look at their business backend. And almost every time, what I find is pure chaos — passwords scattered everywhere, unused business tools they forgot they had, recurring software charges they’ve been paying for months (or years) without using. […]

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Business Systems, Client Resources, Productivity

How to Audit Software Subscriptions: Save Money by Canceling Unused Business Tools

One of the first things that happens when I’m onboarding new clients is I get a fresh look at their business backend. And almost every time, what I find is pure chaos — passwords scattered everywhere, unused business tools they forgot they had, recurring software charges they’ve been paying for months (or years) without using. […]

10/31/25

Business Systems

Streamline Business Tools: 3 Signs You’re Ready to Simplify

If you’re continuing to add business systems, apps, or software to your tech stack and you’re frustrated that you keep needing more and you’re continuously overwhelmed, you’re not failing — you’re growing. That’s why it’s crucial to streamline business tools effectively. Seriously. The fact that your business systems feel overwhelming right now? It means you’ve […]

10/29/25

streamline business tools

Business Systems, Client Resources, Start Here

Small Business Automation Mistakes: Why You Need a Tech Stack Audit First

I recently started working with a solopreneur who’d hit that breaking point we all know too well. She was overwhelmed by too many business tools, working 12+ hour days, juggling Google Drive AND Dropbox, running her website on Wix while selling through Shopify, and manually copying information between a dozen different software subscriptions. This is […]

10/27/25

Business Systems

How to Automate Your Client Onboarding Process Without Losing Your Mind

Struggling with manual client onboarding? Learn how to automate your client onboarding process with smart systems that save time, reduce errors, and create a professional experience your clients will love.

9/10/25

Mobile phone showing client onboarding app interface alongside workspace images of laptops and coffee, with text "Let's get your clients onboarded automatically"

Start Here, Virtual Assistant, Working with a VA

How to Get Ready for Your First Virtual Assistant (So You Don’t Waste Money)

You’ve finally decided to hire your first virtual assistant—but here’s the truth most business owners learn the hard way: it’s not that delegation doesn’t work, it’s that most people don’t prepare for it.
I’ve seen too many entrepreneurs hire a VA, throw them into their chaos, and then wonder why everyone walks away frustrated. The clients who get the best results (and save the most money) are the ones who do the prep work before that first call.
Ready to actually make your VA investment worth it? Here’s exactly how to prepare for success instead of expensive disappointment.

7/17/25

Productivity

4 Google Drive Systems I Recommend Based on How You Work

If your Google Drive looks like a digital graveyard, you’re not alone. Most entrepreneurs organize by what they think they should do, not how they actually work. After helping hundreds of service providers tame their digital chaos, I’ve identified four distinct work styles that need completely different Google Drive approaches. Discover which system matches your brain and finally stop losing important files.

7/14/25