Workflow systems & business operation solutions

for creative entrepreneurs who want to increase revenue, reduce expenses

Two computer screens displaying project management and scheduling software interfaces, one showing task lists and the other showing email and to-do list options.

Work smarter, not harder!

Are you struggling to set up your CRM and Project Management software in the most efficient & profitable ways?

I help creative businesses build streamlined CRM & project management workflow systems that manage the client journey from initial contact to successful service delivery.

The Business Building Package

This package provides you with a custom client journey workflow using Dubsado and ClickUp to help you streamline your lead capturing, onboarding, service delivery, and off-boarding processes.

$5,997 + GST

Payment plans available

What’s included:

    • 1 × 2 hour kickoff call to map out your client journey

    • Custom workflow map tailored to your business

    • Audit of current systems (if applicable)

    • Software setup with your logo and brand colours

    • Email integration + signature setup

    • Pre-built Marketing & Content Calendar dashboard

    • Custom views (Calendar, List, Board, and Gantt) to visualise marketing timelines

    • Step-by-step task templates for:

      • Brainstorming content ideas

      • Writing and designing content

      • Scheduling posts

      • Tracking performance

    • SOP (Standard Operating Procedure) templates for content batching, repurposing, and approvals

    • Automations to move content through stages (idea → drafted → designed → scheduled → published)

    • Weekly reminders for content creation, review, and analytics checks

    • Centralised ClickUp Docs or Table view for:

      • Hashtag sets

      • Caption templates

      • Call-to-action ideas

    Custom ClickUp dashboard to log and track:

    • Instagram/Facebook/TikTok/LinkedIn post metrics

    • Email open rates & CTR

    • Campaign ROI

    • Lead capture form with integrated discovery call booking link

    • Automated follow up reminders for the discovery call meeting

    • Nurture emails for no-show leads

    • Sales call pitch deck

    • CRM database with lead tracking and sales pipeline

    • Automated sales follow-up emails

    • Custom contract templates with integrated payment method

    • Welcome email and client onboarding form to collect relevant project info

    • Automated email nurture sequence for onboarding form completion

    • Booking link for project kick-off call

    • Client portal and shared document folder

    • 1 custom space: Client Projects

    • Folders/lists creation by client and service type

    • Automated service delivery task templates mapped to your business process

    • Task templates with step-by-step subtasks and checklists

    • Custom fields to track due dates, dependencies and assignees

    • Custom views (Board, List, Calendar, Gantt, etc.)

    • Custom automations and rules once tasks have been completed to save time on recurring action items

    • Off-boarding task template with final deliverables

    • Post service meeting booking link

    • Off-boarding email template

    • Feedback and testimonial form

    • Automated email reminders to complete feedback form

    • Testimonial storage database system

  • Testing & QA

    • Full test run of your workflow before handover

    • Template duplication system so you can reuse for every new client

    Training & Support

    • 1 x 60-minute live handover and training session

    • 2 weeks of post-launch email support

    • Live walkthrough demo and video recordings showing how to use and edit your system

What it looks like to work with me…

  • During this call, we will discuss all of your workflow systems required to operate your business. If you feel I am a good fit, I’ll send you a proposal, service agreement and invoice for payment.

    Once that’s signed and paid, you’ll complete an boarding questionnaire. After this is complete, you’ll receive a link to book in for the workflow planning session.

  • This is your dedicated 2-hour strategy session with me, where we’ll walk through every part of your business, identify the key automations you need, and take a deep dive into your current processes to see what can be streamlined or improved (cue the sigh of relief!).

    It’s completely tailored to your business, and by the end of our session, you’ll have greater clarity on your workflows and exactly what content I’ll need from you to bring your business operations to life.

  • Once you've shared the content we mapped out during our strategy session, I’ll begin building out your workflows, emails, forms, proposals, contracts, and more.

    I’ll set everything up using the content you provide, then test each part to ensure it’s seamless and makes sense from start to finish. If anything needs adjusting, we’ll jump on a call to fine-tune the final details together.

    When everything’s complete, you’ll receive a recorded walkthrough video so you can see exactly what’s been set up and how to use it.

  • Once I have completed the workflow build, we will meet one last time and I will walk you through your new systems. You’ll also receive recorded walkthrough videos of your entire tech systems setup, so you can confidently navigate your new system.

    I also offer 14 days of ongoing support to answer any questions that come up.

A young woman with shoulder-length brown hair, blue eyes, and a slight smile, wearing a black textured top, standing indoors in front of a window with sunlight streaming in.

Hey I’m Sarah!

I’m passionate about helping creative entrepreneurs to work smarter, earn more, and focus on the things they love. I create streamlined systems and simplified workflows that help businesses run more efficiently and generate greater profits.

Let’s work together!

Book a free 30 minute discovery call with me to find out how I can help you to reduce operating costs and streamline your client services.

How I Helped One Wedding Planner Recover $195K in Lost Revenue with Improved Lead Capture & Sales Workflows

Lucy had built her business from the ground up, relying on word-of-mouth and her charm to secure clients. But without workflow systems in place, her business operations were falling apart.

  1. Lost Leads: Lucy didn’t have a proper lead capture process. Inquiries came through her Instagram DMs, emails, and even text messages, but many of them slipped through the cracks. Over the course of a year, she estimated that she lost about $45,000 in potential bookings just from leads she never followed up with.

  2. Client Onboarding Chaos: Once she booked a wedding, Lucy onboarded her clients manually, without a checklist or central place to gather information. She often misunderstood her clients' needs or forgot to collect critical information before briefing vendors. As a result, she provided inaccurate requests to photographers, florists, AV suppliers, and caterers, leaving her to absorb last-minute costs to fix the errors. This cost her about $2,500 per wedding out of her own pocket.

  3. Budgeting Mistakes: Without proper tools to map out vendor quotes and track client budgets, Lucy frequently underestimated costs. This eroded her profit margins and led to awkward conversations with clients and vendors.

With the help of Workflow Systems, Lucy implemented:

  • Now, every inquiry from her website and social media is fed into a centralised CRM, complete with automated email follow-ups, and a clear booking pipeline.

  • With templated welcome kits, onboarding forms, and a centralised dashboard for client preferences, Lucy could now collect complete and accurate details from the very start.

  • Each wedding was now organised through a completed project plan, with vendor briefs, task checklists, and timelines all templated and ready to go. She had clear documentation for every moving part from florals, catering, AV and photographers.

  • After each wedding, Lucy sent clients a wrap-up email with their photos, vendor thank-you notes, and a review request, leading to more referrals and glowing testimonials.

The Results: A $195,000 Turnaround

In just 12 months, Lucy’s business transformed.

💰 An additional 5 weddings booked per year thanks to her new lead and sales workflow, generating $120,000 in extra revenue.

💸 $2,500 saved per wedding (x 15 weddings/year) - saving her $37,500 in out-of-pocket costs caused by previous planning errors.

🚫 $45,000 in lost leads now captured and converted.

“I used to dread onboarding a new client because I knew things would fall through the cracks. Now I actually enjoy the process, and my profit margins are stronger than ever.”

What my client’s are saying…

A young woman with shoulder-length wavy red hair, smiling in an outdoor setting with blurred trees and sunlight in the background, wearing a teal long-sleeve shirt.

Maddy - Wedding Celebrant & MC - I Do By MW

Sarah was an absolute game-changer for my business. She held space to understand my business problems and re-engineered not only my back-end, but my packages in a way that reduced my workload by 6 hours a week, and increased my revenue by 15%.