Custom Systems for Effortless Client Experiences

Streamline your projects with ease, and take on more client work.

A Custom Client System is for you if you are…

👋  Building a team: Even if it's just you, a trusty VA, or a handful of freelancers.

👋  Drowning in client work: The to-do list is never-ending, and you barely keep your head above water.

👋  Nervous about growing your team: New team members might add to the chaos instead of easing it.

👋  Just trying to survive each client project instead of doing your best work each time.

After you start using your new Client Systems, you will find that you…

👉 Ensure everyone on your team (including you) knows what they're doing and when.

👉 Stop overpaying for wasted admin time when MOST things can be automated.

👉 Boost team performance by giving your team the tools to shine.

👉 Get stuff done faster and wrap up projects like a pro.

👉 Make your clients happy by delivering top-notch results every time.

I create custom systems that streamline every aspect of the client journey—from initial interest to offboarding or transitioning to new offers.

This service leverages creative tech solutions to make things efficient, automated, and accessible for everyone involved.

This means less running around and more focused work for you, your team, and your clients.

What’s in a Custom Client System?

Whats in a Custom Client Systems? ONBOARDING, DELIVERY, and ONBOARDING / RENEWING

what’s included?

  • I’ll design a journey ensuring every step is efficient and automated, benefiting your clients, team, and you.

  • I will integrate the perfect tools to support a smooth and delightful client experience and an efficient workflow for your team.

    Oh, and MOST THINGS will be automated 🤩

  • With my expertise, I’ll build a system that meets your specific needs, is highly automated, and enhances the entire client journey.

  • I provide clear SOPs so your team can use and maintain the system effortlessly, ensuring long-term efficiency.

  • I meticulously test every feature to ensure it functions flawlessly for your team and clients.

  • I offer training to ensure your team is confident and provide ongoing support to adapt and refine the system as needed.

Oh hi,

👋 I’m Devin Lee, Systems Magician.

I’m the high-energy hype woman who’ll bring a calm oasis to your quickly growing business.

​(Yes, really! Ask me how!)

I love finding the holes and sticky points in a business and patching them up.

I love elevating business owners to their next level.

I love watching a newly well-oiled business do its thing.​

But most of all?

I love seeing my clients feel well supported (and well rested) as their business grows.​

Let’s do some magic.

HOW DOES THE MAGIC HAPPEN?

Each phase is a two-week sprint, meaning your entire client system will be up and running in just eight weeks.

Kickoff Call, Process Mapping, Collection Quest, Building Blitz, Training + Support

what other folks are saying

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

  • A: I work best with folks who

    💫 Have a small team - maybe just an assistant or a few contractors - and are looking to support them better

    💫 Like to get SH*T done

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

    I’ve worked with event planners, non-profits, coaches, designers, marketers, 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 client interactions, team productivity, and stress during a project in general goes WAY down!

  • A: Airtable, Zapier, ClickUp, Asana, Slack, Calendly, Acuity, and many many many more!

  • A: To celebrate the launch of this reimagined service, I’m offering an exclusive price of $5,000 if you book before the end of the year.

  • A: We will work in 4 x 2-week sprints - meaning your new client system will be up and running in 8 weeks!

Streamlining Event Planning and Management for Wicked Experience Design

"You really went above and beyond what I was expecting, building out the necessary SOPs and more impressively, the massive SOP library for me to fill in.

This whole process also gave me a ton of clarity on how much work I am doing and what I can likely delegate, especially now that I have the SOPs and tools, like Loom, to do it better.

Thanks for everything."

- Jessica Montefusco, Wicked Experience Design

  • Background

    Wicked Experience Design is a boutique event planning, management and experiential strategy agency

    With a growing client base and increasing project complexity, Jessica was overwhelmed with the manual processes required to set up and manage projects.

  • Challenges

    "I was doing a lot of manual work to set up projects and views that never really worked so I had to develop a lot of workarounds. However, the idea of switching to a new platform and learning how to use something new seemed too daunting."

    - Jessica Montefusco

  • Solutions

    Comprehensive Workflow Transformation

    Devin conducted an in-depth analysis of Wicked Experience Design's existing processes and identified key areas for improvement.

    New Project Management Tool

    Devin introduced a new project management platform tailored to Jessica's needs, complete with customized templates she can use over and over again in her business.

    Detailed Documentation and Training.

    Devin provided hands-on training and created a detailed SOP library, enabling Jessica to effectively understand and leverage the new tools. To ensure minimal disruption, Devin adapted the implementation process to fit Jessica's busy schedule, providing flexible support and guidance throughout.

  • Results

    Increased Efficiency

    The new project management system significantly reduced the time spent on manual setups and workarounds.

    Enhanced Clarity

    The comprehensive SOPs and tools provided Jessica with a clear framework to delegate tasks more effectively.

    Improved Productivity

    Access to additional resources and tools, such as Loom, helped streamline operations and boost overall productivity.

  • Conclusion

    By addressing Jessica's challenges with tailored solutions and ongoing support, Devin enabled Wicked Experience Design to operate more efficiently and effectively.

    Jessica now has a robust system in place, with the tools and knowledge to continue confidently growing her business.