This isn’t about learning systems. It’s about leaving with them in place, customized to your business, ready to save you hours every single week.
Proven tools set up right the first time so you can finally stop duct-taping “fixes” together
Clear workflows and boundaries that protect your time and prevent scope creep
A client experience that wows — so you get more referrals, not more questions
Streamlined systems that automate the busywork (without breaking every other week)
Systems in Session isn’t another course you’ll half-finish or a stack of templates collecting dust. It’s a focused, done-with-you container where we audit your entire client journey, cut the clutter, and rebuild your backend so it actually works.
Most system “solutions” give you a plug-and-play template and call it done. But your business isn’t a carbon copy of anyone else’s, so why would your backend be?
Inside Systems in Session, every workflow, automation, and client touchpoint is built around your offers, your client journey, and your goals.
No more generic checklists that don’t match how you actually work
No wasted hours trying to “make it fit” your business
No fragile fixes that break the moment you get busy
You’ll walk away with systems that are designed for the way you serve clients, so they hold up under real client load and scale with you as you grow.
That means:
A lead tracking system to ensure no inquiry falls through the cracks
Boundaries around your availability—without sacrificing responsiveness or client care
An automated inquiry response that sounds like you and sets expectations right away
A clear next step so the lead knows exactly what happens while they wait
A workflow that updates their status and triggers onboarding automatically
A process that works whether you’re at your desk or not—no nudges or follow-ups required
A proposal, contract, and invoice that are bundled together and easy to complete in one sitting
A booking confirmation email that celebrates their decision and outlines what happens next
A timeline or session guide that outlines key dates, deliverables, or what happens next
A workflow that manages the communication and process automatically—no late-night “oops I forgot” emails
A welcome email that reinforces their decision and sets expectations for the experience
A client questionnaire or prep guide that gathers what you need without overwhelming them
Automated reminders or check-ins so nothing slips through the cracks
Reminding them of important deadlines and delivery dates so they are not left wondering how much longer it will be.
Continue to guide them and nurture them through your process, particularly after the session is over.
Prepare them for what to do when the gallery is delivered, including purchasing . additional products and services.
A natural invitation to refer or rebook—without sounding desperate or salesy
An automated workflow that ties it all together while you move on to the next client
A final delivery or wrap-up message that confirms what’s done and what comes next
A feedback or testimonial request that’s easy to complete (and actually gets responses)
Book clients in minutes, not days with a 5-minute booking process — proposals, contracts, and payments all tied together, no back-and-forth emails.
Wow clients with a premium experience — luxury proposals, automated updates, and thoughtful touchpoints that make them feel cared for (and eager to refer you).
Protect your time + boundaries — workflows prevent scope creep, set expectations, and keep projects moving without constant oversight.
Save you 5–10 hours a week — follow-ups, confirmations, and nudges run in the background so admin spirals don’t eat your time.
Leave you feeling calm + confident every day — your backend holds steady so you can enjoy mornings, family time, and your business again.
Chase clients for you — automatic reminders make sure proposals, contracts, and invoices get signed + paid without you nagging.
BEFORE: Erin had been using Dubsado at the bare minimum — a contract here, an invoice there — but everything else was manual. Reminders slipped through the cracks, proposals felt clunky, and she was constantly piecing things together from scratch.
NOW: With Systems in Session, Erin built luxury, on-brand proposals and wrote 33 pre-written client emails in 24 hours using the Systems Professor Email Assistant. “It was way easier than I thought. Instead of spiraling for days, I could send a quick SOS call or ticket and get unstuck in minutes.” She now duplicates workflows in under 2 hours, has a client experience that impresses her high-end buyers, and finally enjoys mornings without rushing to her computer.
BEFORE: Roxanne had been in Dubsado for years but without workflows. She was manually sending every email, piecing proposals together one by one, and spending 1–2 hours just to get a booking proposal out the door.
NOW: With Systems in Session, she can send an on-brand, customized proposal in 20 minutes — complete with client logos and add-ons. She hit her first $10k revenue month, fully booked out the next two months, and now saves 8+ hours a week with systems that can finally lessen her mental load. As a mom to four school-age kids, any hour saved from her business is an hour she gets to enjoy with her family!
BEFORE: Emily had previously relied on in-person payments, Docusign contracts, and Google Calendar invites, and was now trying to make HoneyBook work — but the systems still felt shaky, and she didn’t fully trust them.
NOW: With only part-time hours to run her photography business, Emily now has an inquiry and booking system in HoneyBook that runs on autopilot and keeps both her and her clients on track. She’s launched her first newsletters to past clients, raised her prices without pushback, and finally feels confident her systems can support her business.
IF:
LET'S DO A LITTLE PRE-CHECK
And yes, I’m also a Disneyland Adult. Which means I believe your business should feel more like the happiest place on earth (clear, magical, and full of ease) not an overwhelming maze you’re constantly trying to escape.
That’s why I call myself Your Systems Professor. Because I don’t just teach you theory; I guide you step by step, making sure you walk away with systems that are actually set up, tested, and working for your business.
With your blueprint and touchpoints created, you’ll build the workflows inside your CRM. I’ll audit and test them alongside you to be sure every step is connected and runs the way it should.
The result? A consistent, reliable client journey that keeps projects on track and gives you back hours every week.
With your blueprint in place, you’ll build the emails, contracts, proposals, schedulers, and forms your clients need. I’ll give you templates and AI tools to speed things up, then review everything so it’s polished, on-brand, and client-ready.
That way, every interaction builds trust and positions you as the pro.
Build the emails, forms + more
Automations that keep clients on track
We start with a 1-hour strategy call where I map your entire client journey. Together we’ll uncover the gaps, bottlenecks, and missed opportunities that are costing you time and trust.
Then I’ll create your custom blueprint — a clear plan of how your client experience should flow from inquiry to offboarding. This is the foundation for a client experience that feels seamless — and one that consistently earns you 5-star reviews and referrals.
Your roadmap to rave-worthy
I audit and test everything as if I were your client — from the timing of emails to the logic of automations — so nothing slips through the cracks.
You’ll launch with a system that’s been fully tested and polished, giving clients a consistent, guided experience that leaves them raving, returning, and referring.
Confident systems from day one
I don’t just help you set things up, I make sure they actually work. From testing automations to refining client emails, I’ll walk through your systems as if I were your client. You’ll get feedback that ensures your setup runs smoothly and gives clients the seamless experience they expect.
You’ll never be left starting from scratch. I’ll equip you with proven templates, AI tools, and step-by-step videos when needed — so you can build faster, with guidance that makes everything easier (and ensures it’s client-ready the first time).
Your Shortcut to Done
Behind the Scenes
Got stuck? Instead of wasting hours googling, you’ll have direct access to me through live calls and support tickets. That means faster fixes, fewer tech headaches, and no more abandoned “half-built” systems.
Tuesdays, Thursdays, Fridays
Absolutely. In fact, most clients come to me with partial or duct-taped setups. We’ll keep what works, fix what’s broken, and upgrade the rest, so you finally have a backend that’s streamlined instead of cobbled together.
You’ll need just a few focused hours each week to complete your tasks and submit support tickets/join calls as you need support. My job is to make sure you stay on task so you leave with fully working systems, not another time-suck on your to-do list.
Nope. You don’t need to be tech-savvy, you need to be ready to get things finished. My role as your Systems Professor is to handle the testing and troubleshooting with you so the tech actually works (instead of sitting half-built in your account).
You’ll leave with working systems, documentation, and the confidence to use them. Many clients continue with ongoing support if they want to scale further, but your core client experience systems will be fully functional and ready to go on day one after we wrap.
Most templates and courses give you a specific system with little to no support in customizing it for your business. In Systems in Session we start by designing a client experience specifically for you and you leave with a finished setup that’s completely customized for your business. No guessing, no “make it fit,” no wondering if you did it right, just systems that are done and working.
Past clients have saved 5–10 hours a week, booked clients faster, and improved their referral rates just by tightening up their client journey. While results vary, every system we build is designed to free your time, protect your boundaries, and improve your client experience immediately.
You’ll go from piecing things together manually to a complete, 5-minute booking process that makes it easy for clients to say “yes” (and pay you) without the back-and-forth.
Top Outcomes of Systems in Session
Proven frameworks. Brand-new delivery.
Instead of wondering if something sent—or worse, dropping balls—you’ll finally have workflows you can trust to guide clients every step of the way.
Your emails, proposals, schedulers, and forms will be working in the background—saving you hours every week—while still sounding and feeling like you.
You’ll deliver the kind of organized, professional experience that builds trust and drives referrals—without spending every spare minute glued to your inbox.
Images provided by: ARC Creative | SoCal Standard | The Leo Loves | Dear Kate Brand Strategy | Alicia Kinter