
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. […]
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. […]

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 […]

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 […]

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.
