Let’s get your nonstop mental to-do list out of your head and into a system that works for you

Systems for service providers ready for a client experience as good as their offers — without the mental load weighing them down.

Because right now, you:

➡️Know you really should automate your onboarding, but you’re low-key scared to even click into the Automations tab on HoneyBook

➡️Feel like everything is scattered all over the place (where did that file go?!!), but you don’t know where to bring everything together that even makes sense

➡️Are overwhelmed from constantly jumping back and forth between sticky-note tasks, and forgetting to send that follow-up email (or flipping that load of laundry) for three weeks

Here’s how we fix that:

We’ll talk through how you work, learn, and thrive best so everything works for (not against) your busy brain. 

Your clunky, boring Dubsado setup is OUT— let’s make your systems fun (so you’ll actually use them!). With on-brand touches (like brand colours or custom Slack messages hyping you up when you make a Thrivecart sale!), you’ll love opening your dashboard every day.

Systems sound boring and stuffy— but here, we use them to celebrate YOU (not just remind you of all the stuff you have to do!). Want your business to feel like a party? Let’s set up fun GIFs you’ll get in Slack every time you make a sale! Need chill, calm energy instead? You’ll get reminders to breathe throughout the day.

The best part: you don’t need to know exactly what you need. 
You just need to know what you don’t want things in your business to feel like anymore!


Two hours. Strategy. Clarity.
Next steps.

  • Review operations, team, or workflow issues
  • Get clear, expert recommendations
  • Follow-up recap with action steps

$250CAD


One month. One major transformation.

  • Strategic kickoff call, system audit, and process map to visualize your workflow
  • Done-for-you setup in a key platform (like ClickUp & HoneyBook), fully customized.
  • Walkthrough videos, branded templates + a wrap-up doc so nothing gets lost
  • 4 additional weeks of 1:1 support to ask questions + tweak your system as you use it.

$2997CAD


One day. One process.
Instant relief.

  • 1-hour strategy session
  • 6 hours of build time
  • Custom video walkthrough
  • 1 week of 1:1 follow up support

$774CAD

I’ve got you! I know what it’s like to feel like you’re so in over your head that you can’t think straight. Let’s book a Discovery Call for you to unload what’s on your mind, so we can choose the best path forward.

Your behind-the-scenes game plan that makes your business actually work.

From how offers are delivered, to how clients move through your systems, to how your time, tools, & team are used. This 2-hour session will identify and tackle bottlenecks in your business with sustainable, strategic decisions tailored to your brain and business model.

Whether you’re:

  • Trying to decide what system(s) to invest in,
  • Mapping out a new offer and need help designing how it flows,
  • Overhauling your team or hiring process,
  • Struggling with delivery or capacity,
  • Or just overwhelmed and don’t know where to start…

…I help you make aligned & strategic decisions and leave with next steps that feel doable today.

$250 🇨🇦

  • You’ll Get:
    • 2-hour recorded Zoom session
    • Your personalized action plan + notes
    • 48 hours of 1:1 Slack support for follow-up questions
  • Perfect for: Service providers in a sticky season, past clients navigating new changes, or anyone who needs real ops support without a full system build.

One process. One day. One giant exhale.
My VIP Day is a focused, done-for-you build that transforms the backend mess that’s draining you, so you can stop spiraling and start operating like the powerhouse you are.

Whether it’s your CRM, ClickUp, email automations, or client experience glow ups, we’ll pick one process and handle it, start to finish, in just one day. With strategy, tech, and handoff support included.

$774 🇨🇦

  • Perfect for: Service providers who want clarity and traction without committing to another long program
  • You’ll walk away with: One clean, custom-built process and the confidence to use it right away
  • Worried it won’t be enough? You’ll get 5 days of 1:1 Slack support and full walkthroughs so nothing gets left behind.

🗺️We’ll map your key business processes,

🖥️Build out a strategic system inside one key platform (like ClickUp or HoneyBook), and

🪄Connect the dots with automations that save your spoons and your time.

This isn’t about making things look nice—it’s about making things work better, with systems built for how you think, not how you’ve been told you “should” operate.

✔️You’ll have a streamlined backend that holds your business together, even when your brain feels like static.

✔️You’ll sit down to work and actually know what to do first.

✔️Client delivery won’t feel like a juggling act.

✔️You’ll have processes that guide you, automations that support you, and a system that finally takes the pressure off.

We’re not just organizing your business, we’re building a foundation that protects your time, your energy, and your capacity.

  • Make decisions faster with a clear, customized system that shows you what to focus on (no more staring at your screen wondering where to start).
  • Get your time and energy back by automating repetitive admin and turning messy processes into smooth, step-by-step workflows.
  • Feel supported, not scattered with 8 full weeks of 1:1 guidance—so your system works with your brain, not against it.

Here’s what it’ll look like to get your systems in control together, step-by-step:

You don’t need to come with a punch list of to-do’s or clean up your systems before I start working with them. You’ll spill it all: your processes, frustrations, and everything keeping you up at night.

Together, we’ll figure out exactly what you need and what will work best for your brain, business, and boundaries.

Once I’ve figured out what’s working for you (and what’s not), I’ll create a custom plan with automations, processes, and workflows that work with you (not against you).

You’ve got your new systems (yay!), but something’s not quite working for you the way you thought? I’ll happily jump in for one round of updates to make sure everything works smoothly for you.

You’ll also get access to my offboarding documents to help you feel confident in doing it yourself if you need to make updates.

Not sure which service you need for your business?

Book a 30-minute Discovery Call and we’ll select the best option for your business needs, time & budget.

I’ve been in business for 9+ years, and most of it has been figuring things out by myself. It’s gotten me this far, but over the last year some of the cracks in my foundation started to show. My business felt like a house of cards ready to fall at any point. I knew systems were no longer just a “nice-to-have” in my business. In order for me to have the success I want to have, I needed to do this.


Charlee audited the time I was spending per project and it was SHOCKING to how low the hourly rate I received was. Now, my client experience is elevated times 1000. I feel confident raising my prices and about sending my clients a proposal because it doesn’t feel DIY.


I am not a systems person. Trying to figure it out myself feels overwhelming and not worth the time. My business is significantly more professional and polished now.

My decision-making process is different– it’s more data-driven, but also more logical. Before I’d just act on whims – my business is much more strategic and simple now (which I believe is the only way to scale). It seems like a multi six figure business rather than being a scrappy, held-together-by-duct-tape business.”