Are you ready to grow your business and do more in less time?
Once you automate all of your backend processes, you’ll save a ton of time, be able to wow your clients, scale-up, and run your business like a BOSS.
Register Now
REgister now
Welcome to The Simply Systems Workshop
Imagine having your entire client journey – from hello to goodbye and beyond – on autopilot, a system in place where you can book clients without emailing them. A CRM will have critical touchpoint emails, forms, schedulers, proposals, forms, invoices, and more on standby ready to be used again and again. Move through the client process with the blink of an eye with nothing falling through the cracks.
As a designer for 10 years, I know what it’s like to feel overwhelmed by all the administrative work and processes involved in dealing with a client. I also know how frustrating and time-consuming it is to manage a bunch of amazing clients at once because this took me away from what I loved doing - designing and wowing my clients with my skills.
This all changed when I got to the Automation Station and off of the struggle bus - I know it will for you too. Are you ready?
Here's What You Need
Confidence In Your System
You’ll save countless hours by not being bogged down by all the admin work for a client. You’ll be free to do your thing, impress your clients with your stellar service skills, and take on more clients
Your creative juices will be flowing freely, you’ll know exactly where you are in the process, and you’ll never worry about forgetting anything.
Freedom & Time
A Client Roster
You’ll feel amazeballs, clients will feel this, and spread the word. With your systems finally, in place, you’ll have the time and confidence to take on more clients, which means no more paper drought for you!
Go from Frazzled & Frenzied Hot Mess:
Get your entire backend in order
Put this process on repeat
Get the time and energy to serve your client to the max
Get you oozing calmness and confidence which has your client feeling like they are in the best hands ever
Have them leave you singing your praises (helllooo referrals – recommendations are THE best form of marketing)
Being bound to your laptop
Spending hours trying to figure out how to get the design process from your head into an actual workflow
Trying to piece together steps of the process or what comes next
Racking your brain trying to determine how to space out the tasks and triggers inside your workflow
Being held up with all of this and taken away from designing and impressing your clients
To Composed & Confident Bad*ss Boss:
Register now
REGISTER NOW
Introducing
THE SIMPLY SYSTEMS WORKSHOP
A done-with-you 2-day workshop with six live sessions where we get all of your backend sh*t together and on your way to having the smoothest client journey ever. You will be singing your CRM’s praises as you run a big part of your business on autopilot and scale-up.
DUBSADO on April 24 + 25
HoneyBook on May 1 + 2
What We'll Cover
Inside this session, we'll take a long look at your client journey and how that journey can be broken down into automated workflows for your CRM platform. We'll look at the processes you already have in place and streamline it so it becomes an easy system for you to implement with multiple clients at a time. *Please note: this part is the basis for everything we're doing so it has to be thorough and clear to understand.
We'll create all of the pillars that your workflows and system need to function. We'll walk through adding packages and add-on services; implementing payment plans, automating due dates, and reminder emails; setting up your project pipeline; and personalizing your client portal by adding art, editing colors, etc.
We'll go through how to create a form and create all of the forms for your workflows such as proposals, contact/inquiry forms, questionnaires, surveys, and schedulers for different appointment types. I'll provide some forms for you to use as well as template graphics for the headers and footers. We'll also add in custom-designed assets to fully brand your forms to your business.
*All times are in EST; there will be at least 15 minutes in between sessions & some sessions might end early
During this session, we'll build all of your canned emails for your workflows as well as a few extras that we'll need throughout the project. Having canned emails pre-written saves hours. We’ll label and format them as well as build smart fields. I'll be providing a bundle of about 30 canned emails to help you so you’re not starting from square one.
This is where all of the magic happens. We'll combine everything that we built over the last two days and create the workflows together for lead management, client onboarding, and client offboarding. We’ll add in the reminders for both our clients and ourselves and then wrap-up by testing the workflows we’ve made.
If you want to finish working on your assets or complete the build of all of your workflows, you can do this with me right by your side. We'll share screens and fully dive into any issues you're having.
Day 1
Day 2
Session 1 – 10:00 AM
All About Emails
SESSion 1 – 10:00 AM
Diving Into Your Client Journey
BREAK FOR LUNCH: 1 - 2 PM
Session 2 – 11:30 AM
Ready for Workflows
Session 3 – 2:00 PM
Co-Working + Q&A
Session 2 – 11:30 AM
Building your Pillars
BREAK FOR LUNCH: 1 - 2 PM
Session 3 – 2:00 PM
Creating Forms
REGISTER NOW
If you're looking for someone to help automate your shiznat and provide some ease in your onboarding / offboarding, AND you use Dubsado then Kelli is totes your girl! Before working with her, I didn’t have any workflows set up or a lead capture form and I had zero automation. After our VIP Workday I still have a little learning curve with Dubsado, but I 100% feel confident with my client workflows going forward. I'm SO excited to be integrating this with my future clients!
Carly Kewly
Before having my workflows completed I felt unorganized with my onboarding system as a new coach. Now, after working with Kelli, I feel empowered with my new workflows and guides/templates - all the things! Kelli was easy to work with, a lovely person, and she knows her stuff! Hire her before she’s booked! I feel confident, organized and excited to use HoneyBook how it’s meant to be used.
Kaelee Freeman
I was spending too much time creating custom emails, proposals, and other communications every time someone new reached out to me. I didn't have any automated workflows in place – everything was manual. I'm looking forward to getting more of my time back, now that I have automated (and beautiful!) workflows in place. I'm also excited that my clients will get an amazing experience throughout their journey with me. If clients are at the heart of your business, you need to have a great client experience in place! This is an important investment that will pay off EVERY time someone new inquires about your services.
Nicole Kepic
FIRST THIS:
Define Your Process
You’ll need a general list of steps (a process) that you follow with all of your clients. Start with your most popular service from beginning to end and define your client journey. Use the pre-work assignments to help you.
In order for you to be prepared to build your platform with me during the live sessions, the following steps need to be completed before the workshop begins.
THEN THIS:
Create Your Assets
Use the templates to write your proposal, canned emails, and fields for your forms. With the Canva assets, you’ll be able to design your proposal/brochure, client portal assets, and customize your form assets as well.
THEN, AT LAST, THIS:
Setup Your System
With everything prepared before the workshop, you’ll be able to set up your system right alongside me. Pro-tip: try to have a separate screen to see me working in Dubsado and HoneyBook.
FIRST THIS:
Watch the Training
Take notes on how everything is built and prepared. Highlight sections where you have questions and think about how to apply this to your workflows when you start building them.
If you want to watch the training first and then dive into preparing and building your system, follow these 3 steps to be able to complete your setup before the end of the 30 days of support.
THEN THIS:
Complete the "Pre-Work"
You'll be asked to create your process list, write your content, and then build your assets. All of this is discussed inside the program pre-work assignments as well as featured throughout the training sessions.
THEN, AT LAST, THIS:
Attend the Q&A
Join me on the 2 post-training Q&A sessions for additional help. This is the perfect time to submit those specific questions that just won’t work for email. We’ll share our screens and help resolve any issues you have.
The results you're going to get:
You started your own business so you can do what you want and not be bogged down by things you don’t. By getting your backend sh*t together, you’ll be able to do just that.
Another reason you have your own business: freedom. Moving seamlessly through your client journey allows you the freedom to focus on doing your thing and to have the life you want.
Having systems in place leaves no room for confusion, stress, or burnout. No muss no fuss here. It will make you feel like you totes have it all together – and that confidence is contagious.
Ah, that all-important thing you can’t get enough of – time. Automating your client processes will save you hours so you can focus on doing what can’t be automated like designing, providing killer customer service, and working with more clients.
TOTAL FOCUS ON YOUR ZONE OF GENIUS
BOOST IN CONFIDENCE
MORE FREEDOM IN YOUR BUSINESS & LIFE
MORE TIME
So What's Included?
5 Live Training Sessions
During our weekend together, you’ll follow me throughout our five training sessions as I build a complete system from the ground up. Instead of simply telling you what needs to be done, I’ll show you how and have you follow my moves every step of the way, allowing you ample time to catch up and ask questions. Can’t make it live? Don’t worry, the replay will be available 24 hours after the last session ends.
3 Bi-weekly live Q&A
Zoom calls
The last session on Sunday is our first live Q&A call. After the workshop, you’ll still have opportunities to ask me questions. Along with the 30 days of support, we’ll have two live Zoom sessions where you can submit your questions ahead of time or ask them live. This time is perfect for you if you miss the live weekend sessions and need some hands-on help.
Templates For Days
I won’t leave you to create everything that you need for your workflow all on your own. I want you to complete your workflows with me during our time together so I’ll provide some key templates that you’ll need to get started. You’ll receive Canva templates for your Dubsado proposal or HoneyBook brochure, forms, and client portal as well as swipe files for your canned emails and questions/fields for your forms.
Facebook & Podia
Community Groups
From signup to the last support day, you’ll have access to the Podia Community to ask questions and receive answers from me, my team, and your fellow cohorts. After the support ends, the party doesn’t stop. You and your new friends will still have access to each other and my team for life inside of the Facebook group.
30 Days of 1:1 Support
Two days of intense training is well...intense! While you’re taking time to digest after being with me live or binge-watching the replays, I’ll be here to help when you need me. You’ll have access inside Podia to submit questions with screen share videos, screenshots, and just plain ‘ole text! If you send it, I’ll answer!
REGISTER NOW
“My onboarding was becoming something I dreaded. I was repeating the same steps with every client and with a new baby, I was starting to miss steps. If you are looking to automate your business and have someone that is truly knowledgeable about what you need to include and what you" don't need to include, Kelli is your girl. The process was so easy from the pre-work, to the intensive to the VIP day.... It was like a spa day treatment – seriously so happy with how things turned out and my overall experience”.
LISA RIGOLI
“....[Kelli was] so organized and put my mind at ease about how [she was] going to accomplish everything, and the templates [she was] going to provide made my life easier. That Kelli is freaking amazing. At the end of the day, you'll have everything you'll ever need to have a seamless lead and client experience, which makes your business look professional. Kelli does an amazing job of holding you accountable and keeping you on track so she can complete the process.”
LATESHA LYNCH
“It would take me hours to prepare invoices, welcome packets, goodbye packets, reminders, etc. Literally was drowning in emails. I was hesitant because I know a lot of other business owners figure it out on their own and save the money, and I figured I might be able to since it was a tad expensive for me. JUST DO IT! (Hire Kelli) Your time that you're wasting doing everything manually adds up to be way more expensive than the packages that Kelli offers. When you hire Kelli, you immediately level up your business and save that precious time, essentially making your investment back instantly.”
ALYSSA NYGUEN
You are capable of more than you can ever imagine.
You just need some no BS legit insight and guidance from someone who has been there, done that, and is exactly where you need to be. After our time together, I know a huge weight will be lifted off your shoulders, and you’ll be ready for take-off.
However, I also know how much is involved. So if you did all the work and didn’t finish, I’m extending a very special offer for my VIP Workday. Sign up now and take the total of your Simply Systems Workshop from the total of your VIP Workday.
REGISTER NOW
Kelli here, your new business bestie.
After seeing all the VALUE systems offer and the IMMENSE amount of TIME they save you, I decided to become a savvy System Strategist to help YOU create systems to revolutionize your business. My favorite thing about what I do? Seeing the relief wash over their face during our handoff call! As well as saving my clients time and money and ensuring them peace of mind.
But it wasn’t always this way…
I was a designer for 10 years, so I totally know what it’s like to feel overwhelmed by all the administrative work and processes involved in dealing with a client (let alone a few at the same time). I know how frustrating and time-consuming it is because this took me away from what I loved doing - designing and blowing away my clients with my service.
Oh heyyyy
So I traveled down the long road of spending (lots) of money on classes on designing and communicating with clients. (I wanted skills). I also went through a loooong process of learning processes and setting up my CRM - we’re talking lots of trial and error, learning all the newest updates, adjusting to them…Once I was set-up, I kept getting comments from fellow designers and other business owners on how organized I was. They thought I had it all the way together, and they expressed to me how much they wanted the same thing.
Once I hopped aboard the automation train, there was no turning back for me. My workflows seamlessly took me through my client processes. However, I also know how entailed workflow management is and how much time and effort I needed to dedicate to setting them up. You see, once they are in place, it's all gravy from there. I promise you, you'll be singing your system's praises from here to the high heavens. On the other hand, getting them set up is well, a pain in the ass…So that’s why I’m here for YOU.
study at
your own pace
2 ways to complete
the program
lifetime access
to the materials
30 days
of support
Make this your YEAR to finally...
Run your business and not have your business run you
Enjoy the client journey
Create sustainable processes for efficiency and profitability
Have your business totally aligned with your passions and principles
Focus on your zone of genius
Eliminate unnecessary stress from your biz & life
Be on top of your game
Attract more dream clients
Gain a work-life balance that others only dream about
REGISTER NOW
The Investment
register now
Register now
PAID IN FULL: $675
2 MONTHLY PAYMENTS OF $360
3 MONTHLY PAYMENTS OF $250
HONEYBOOK EDITION
PAID IN FULL: $675
2 MONTHLY PAYMENTS OF $360
3 MONTHLY PAYMENTS OF $250
DUBSADO EDITION
APRIL 24 - 25, 2021
MAY 1-2, 2021
YOU ARE FINE USING 5 PLATFORMS INSTEAD OF ONE
YOU DON’T FEEL TOO BUSY OR OVERWHELMED
YOU CAN DEVOTE ENDLESS HOURS MANUALLY COMPOSING & CUSTOMIZING EMAILS, FORMS, INVOICES, CONTRACTS, PROPOSALS, ETC. FOR EACH CLIENT
YOU DON’T FEEL YOU NEED ANY REMINDERS ABOUT THE MANY STEPS INVOLVED IN DEALING WITH EACH CLIENT
YOU ARE NOT READY TO INVEST IN YOUR BUSINESS OR INCREASE YOUR CLIENT BASE
This is NOT for you if...
YOU CRAVE MORE TIME & FREEDOM IN YOUR BUSINESS & LIFE
YOU DREAD ALL THE BACKEND/ADMIN WORK YOU HAVE TO DO
YOU ARE STRUGGLING TO MEET YOUR TARGET GOALS
YOU WANT TO TAKE ON MORE CLIENTS
YOU ARE READY TO LEVEL UP AND INVEST IN YOUR BIZ
This is for you if...
Still on the Fence?
LET’S DO THIS!
I get it. Investing in your business is an important decision. Let’s talk it out...DM me and we’ll discuss your questions and your options.
Dubsado, not your jam? Don't worry we have a HoneyBook Edition also on the following weekend.
Wondering what's the difference between the two? Check out this blog about Dubsado vs. HoneyBook or DM me with your questions.
Frequently Asked Questions
Not at all – if you have a service-based business and processes that you repeat for multiple clients, then this workshop can totally work for you.
The entirety of the workshop is 30 days long. You’ll have the live sessions on day 1 and day 2 (with breaks), along with 2 biweekly Q&A sessions on days 11 and 25, with support from me from day one through day 30.
Yes, if you complete the training and the pre-work and still need help building the assets and workflows, I’ll deduct the workshop’s cost from your VIP workday with me.
Yes, you’ll have access to all of the recorded sessions for life, and you’ll have support from me for 30 days after the workshop.
In Podia, we’ll have a community board where you can post your questions with screenshots, screen recordings, or just text. This will allow both myself and the group to see your question so that everyone can learn from the answer. I’ll respond in 24-36 hours. (probably sooner)
From a start-up rookie to pro – no matter where you are in your business journey – backend automation will only level up your biz and help maximize its potential. However, you must know what your business and services will be along with a general step-by-step process that you follow with your clients.
Not much at all! Although after we’re done, you will have a good understanding of it.
