Building systems as a mom in business looks different than traditional “set it and forget it” advice. In this post, you’ll learn how to create flexible business systems that align with the season of life you’re in—whether you’re managing client work during nap time or juggling school drop-offs and limited childcare. We cover why traditional automations often fall short for moms, how to simplify your CRM (HoneyBook, Dubsado, or ClickUp), and how to build workflows that reduce overwhelm, support your energy, and create a smoother client experience. If you’re ready to run a business that supports your real life, this guide will show you how.

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.

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.