For new or growing group programs, memberships, and masterminds.

🌟 Supercharge Your Business Growth with Client-Centric Systems🌟

Devin Lee sitting cross legged, smiling and wearing a purple tank top and black and white pinstripe pants

You’re ready to open your business up to new clients, maybe through a new membership or group program, or bigger launches for your well-loved offer - and you're starting to feel overwhelmed by the pressure of having more clients to support.

🌊 you're drowning in a sea of leads

🌊 you’re trying to keep track of important information (without holding it in your brain, or sea of googledocs)

🌊 you’re struggling to deliver exceptional service consistently

🌊 and you’re maybe even losing some valuable clients along the way.

Introducing my tailored Client Centric Systems for growing businesses.

Your ultimate ticket to reclaiming your sanity while boosting your client base.

📣 What folks are saying

“You just understood my business and my process from what I felt was a verbal vomit into your intake form. You made it simple, streamlined, and high-end for my clients. I'm so happy! You went above and beyond!”

Jess Milanes, CEO, Smart Podcast Solutions

What’s Included

🏄🏽‍♀️ Seamless Onboarding

Say goodbye to the confusion and frustration of onboarding new clients, or the absolute madness of trying to onboard a whole new cohort of members all at once. I'll create an automated process that ensures a smooth transition for them, for your team, and for you - from signing up to getting started.

🏄🏽‍♀️ Effortless Delivery

With your new systems in place, delivering your services will be a breeze. No more scrambling or sacrificing quality – you'll consistently wow your clients with top-notch experiences.

🏄🏽‍♀️ Proactive Offboarding

Make every parting a sweet sorrow. I'll create an offboarding process that leaves your clients feeling valued and eager to refer their friends to you and sign up with you again.

🏄🏽‍♀️ Intelligent Database

Say hello to a supercharged database that keeps all your client information organized, easily accessible, and secure. No more frantic searching or misplaced details (IE: when did they start working with you? When do they renew? What has their feedback been so far? Which calls have they joined? What type of payment plan do they need? Etc, etc, etc!)

AND - the data you gather from your database can be used for marketing in the future!

🏄🏽‍♀️ Insightful Feedback Forms

I'll implement feedback mechanisms that allow you to tap into your clients' thoughts, ideas, and suggestions. It's like having your very own focus group at your fingertips!

Sounds amazing, right?

But you're probably wondering how it all works. Let me walk you through the process:

🚀 Step 1: Kickoff Call & Design

We'll start with a 90-minute call to discuss your business goals and vision. I'll dig deep to understand your clients and their needs.

Together, we'll design the perfect systems to support your growth.

🚀 Step 2: Building the Systems + Creating the Tech Stack

Once we've got a solid plan, I'll put my tech wizard hat on and build the customized systems you need.

From automation tools to integrations, I'll make sure everything works like magic.

🚀 Step 3: Offboarding and Support

I don't disappear once everything is up and running smoothly! I'll provide support to ensure your systems continue to work seamlessly.

Plus, I'll be there for you whenever you need to tweak or expand your systems as your business evolves and grows.

📣 What folks are saying

“I can see how the things I was doing well when my business was smaller aren't enough as my business grows, and I need to spend time 1) cleaning my house and 2) using more of the tools at my disposal to ensure a good, seamless experience.”

- Kari Ginsburg, Uproar Coaching

Now, let me address a few burning questions you might have:

  • A: I love working with folks who

    💫 Like to get SHIT done

    💫 Provide services with REAL value so their business is growing quickly

    💫 Will never go back to a normie job

    💫 Are committed to providing the best life ever for themselves, their family, and their community

    I’ve worked with coaches, designers, social media managers, podcast managers, copywriters, and beyond!

  • A: I take the time to get to know your business and understand your unique needs and goals. I'll work closely with you to design and build systems that are tailored to your specific situation and designed to help you achieve your desired outcomes.

  • A: Our clients typically see a significant improvement in their onboarding process and team management practices. They're able to bring new team members on board quickly and efficiently, and they're better equipped to manage their team members and keep them engaged and productive.

  • A: That's okay! I can help you design and implement systems that will support your growth and help you achieve your goals.

  • A: Prices start at $1500-$2000 and vary depending on the scope of the project and the level of support you need.

    I offer a range of packages to suit different budgets and needs. I’m happy to provide a custom quote based on your specific situation - just reach out and let's chat!

  • A: The timeline can vary depending on the complexity of your business and the scope of the project. I'll work with you to establish a realistic timeline and keep you updated on our progress every step of the way.

Ready to transform your business and delight your growing client base?

Take action now and apply to work with me today.

I understand the unique challenges and aspirations of entrepreneurs like you.

But here's the catch: I only have limited spots available. I want to give my undivided attention to each and every client I work with, so I keep my client base intentionally small. If you're serious about taking your business to the next level and ready to partner with someone who genuinely cares, then don't hesitate to apply!

Click that shiny button below and fill out the application form. Let's have a virtual cup of coffee and discuss your goals, dreams, and the incredible impact we can create together.

You deserve a business that thrives and clients who rave about you. Let's make it happen!

👀 case studies

Streamlining Event Management for Patient Authentic

“Devin really dug in to make sure we thought through every possible template and process that needed to be in place to ensure the systems were optimized. ”

- Lilly Stairs, founder of Patient Authentic

  • Background

    Patient Authentic is a specialized agency dedicated to creating unique events and programming for patient communities. With a focus on authenticity and patient-centered experiences, we worked together to enhance their project management processes and streamline their event operations.

  • Challenges

    “I didn’t have ANY systems in place and I was absolutely drowning in messy excel sheets and constantly reinventing the wheel because I didn’t have templates or processes.“ - Lilly Stairs

    Patient Authentic faced challenges in managing its growing number of events efficiently.

    They had no Project Management system in place, leading to confusion and delays. Additionally, they struggled with organizing attendees and speaker information, making the entire process confusing and time-consuming for the team.

  • Solutions

    Customized Project Management Template in Asana

    I designed and implemented a tailored project management template. This template included task lists, timelines, and milestones specific to each event phase - from ideation to post-event evaluation.

    SOP Library

    I developed a detailed Standard Operating Procedures (SOPs) library. These SOPs provided a clear roadmap for the team, ensuring that every member understood their responsibilities and the overall workflow.

    Attendee and Speaker Database in Airtable

    To centralize and manage attendee and speaker information, I set up a database in Airtable. This database allowed Patient Authenitc to easily track attendee and speaker details.

    Efficient Speaker Onboarding in Dubsado

    Customized workflows were created to automate tasks such as collecting required documents and providing information.

  • Results

    Improved Efficiency

    The custom Asana template and SOPs significantly increased efficiency, reducing bottlenecks and ensuring timely task completion. The automated speaker onboarding process through Dubsado reduced manual intervention, saving time and allowing the team to focus on higher-value tasks.

    Enhanced Collaboration

    Clear task assignments and streamlined communication led to improved collaboration, fostering a more cohesive and productive work environment.

    Personalized Experiences

    the Airtable database provides a tailored experience to attendees and speakers by readily accessing relevant information.

    Scalability

    The implemented systems and processes set the foundation to scale without compromising the quality of their patient-centered events.

  • Conclusion

    By designing and implementing a comprehensive system that included a customized project management template, SOPs, a database for attendees and speakers, and an efficient onboarding process, we empowered Patient Authentic to effectively manage their rapidly growing event portfolio.

    Our strategic approach not only improved their operational efficiency but also ensured that their events continued to uphold the agency's values of authenticity and personalized experiences within the patient community.

    Patient Authentic now stands ready to expand its impact and create even more meaningful connections in the patient community.