Jamie’s marketing and sales were dialled in. She was consistently enrolling new clients each month.
As a wife and mother of 3 growing boys, Jamie didn’t want to scale up her business like her peers in the high-ticket coaching community.
She wanted efficient systems that would enable her to operate a sustainable, lifestyle business with low overhead and low hassle so she could have the time freedom to be with her family.
But her task list was growing faster than revenues. Client data was distributed between physical files, Google sheets, and various notebooks, and post-it notes. She was: