Wondering which tools to use to run your online service-based business without overcomplicating things? In this post, I’m sharing my exact tech stack as an online service provider supporting other service providers. You’ll get a behind-the-scenes look at the platforms I use daily—including HoneyBook, ClickUp, Dubsado alternatives, Slack, Loom, Flodesk, Canva, and more—plus why I chose them and how they support my operations, marketing, and finances. If you’re looking to simplify your systems, choose the right tools, and build a tech stack that actually supports your workflow, this guide will help you get started.

This case study breaks down how a social media strategist streamlined her client experience through a full systems refresh. You’ll see how Katie Creative Company moved from a beta-tested offer to a repeatable, scalable workflow using HoneyBook and ClickUp. Inside, I share the exact process we used to templatize emails, automate onboarding, map project timelines, and delegate day-to-day operations—freeing up time for creative work and business growth. If you’re a service-based business owner looking to simplify your systems and improve your client experience, this case study shows what’s possible with the right systems and OBM support.

If your CRM feels cluttered, confusing, or way more time-consuming than it should be, a System Refresh might be exactly what you need. In this post, we walk through what a refresh actually is, who it’s designed for, and how optimizing your HoneyBook or Dubsado setup can help you automate more, simplify your client process, and free up hours each week. Think of it as a reset that gets your CRM working for you again—so you can spend less time managing admin and more time serving your clients (and living your life).

If you’ve ever wondered what it’s really like to onboard with me as your OBM, here’s your behind-the-scenes pass. From the moment you reach out, my goal is to make you feel taken care of and confident that your business is in good hands. I’ve built a step-by-step process—powered by tools like HoneyBook, ClickUp, and Slack—that keeps things clear, organized, and stress-free for both of us. You’ll know exactly what to expect, what I’m taking off your plate, and how we’ll communicate moving forward. The result? A smooth transition that sets us up for a successful, long-term partnership where you can focus on what you do best.

Hiring a VA isn’t just about handing off tasks—it’s about creating more ease and efficiency in your business. One of my clients was stuck in the cycle of doing everything herself, constantly waiting for a “better time” to bring in help. But once she did, we didn’t just clear her to-do list—we optimized the way she worked. By streamlining her workflows, restructuring her HoneyBook, and setting up an inbox system, she reclaimed her time and scaled her business. Now, she’s hiring more support, launching new offers, and running her business with more freedom.

If you’ve ever wondered, “What if hiring a VA doesn’t actually save me time?”—this case study is proof that, when done right, it absolutely can. Keep reading to see how.

Sometimes behind the scenes of your business is scary 👀

It's easy to get caught up in serving clients and organization either never gets set up or falls to the wayside.

Have you been feeling overwhelmed in your business and you are ready to hire some help, but you have no idea where to start?

There are many ways you can go about hiring help for your business. As a virtual assistant, I have mapped out the steps that I think are most helpful to effectively hiring a VA!