You're talented at what you do. But between chasing leads, onboarding clients, following up, sending contracts, and managing the backend...
There's barely time to do the actual work. Something has to give.
Your CRM is a mess and you're dropping leads.
Client onboarding is inconsistent every single time.
You're doing everything manually. Nothing is automated.
Admin is eating hours you don't have
I step in as your Online Business Manager: auditing, building, and running the systems that keep your business moving. You focus on your clients. I handle the rest.
CRM setup & management
HoneyBook and Dubsado (and more) audits, builds, and ongoing management so your client pipeline actually works.
Workflow automation
From inquiry to final delivery, your client journey runs on autopilot. Consistently. Every time.
Client experience design
Contracts, questionnaires, onboarding sequences, and follow-up flows that make you look polished.
Operations strategy
Monthly audits, SOP documentation, and proactive recommendations before problems become fires.
Discover → Build → Optimize
No surprise scope creep, no nickel-and-diming. Just consistent, strategic support.
Discover What's Holding Your Business Back
Before you invest in new software or ongoing operational support, get a clear picture of what's working, what's not, and exactly what to fix first. The Systems & Operations Audit is a comprehensive review of your backend operations. Together, we'll uncover bottlenecks, inefficiencies, and missed opportunities across your CRM, workflows, client experience, and internal processes, then create a prioritized roadmap for improvement.
What you'll walk away with:
A clear understanding of what's slowing your business down.
A prioritized action plan based on impact, not guesswork.
Quick wins you can implement immediately.
Strategic recommendations to improve efficiency and scalability.
Confidence in exactly what needs to happen next.
Perfect for you if:
You're overwhelmed by messy systems but aren't sure where to start.
Your business has grown faster than your operations.
You want an expert roadmap before investing in implementation.
You need clarity before committing to ongoing operational support.
After your audit, you'll have two options:
DIY: Implement the roadmap yourself using your personalized action plan.
Done For You: Continue with The Partnership, where I'll build, optimize, and manage everything for you.
Build the Operational Infrastructure Your Business Needs to Scale
The Partnership is a strategic implementation retainer for businesses ready to move beyond patchwork systems and build a backend that supports sustainable growth. Over the first 3–6 months, we'll design, build, and optimize the systems your business needs—from your CRM and workflows to your client experience and operational processes. Once your foundation is in place, many clients graduate to The Foundation for ongoing maintenance and strategic oversight.
What you'll achieve:
A CRM that works for your business, not against it.
Streamlined systems that reduce manual work and save valuable time.
Documented processes your team can follow with confidence.
A seamless client experience from inquiry through offboarding.
Organized operational systems that support sustainable growth.
Weekly strategic guidance to keep projects moving forward.
More time to focus on leading your business instead of managing operations.
Confidence that your business can grow without backend chaos.
Perfect for you if:
Your systems need to be built, rebuilt, or significantly improved.
You're ready to invest in scalable operational infrastructure.
You want an expert to implement, not just recommend, the solution.
You're looking for a long-term operational partner during your next stage of growth.
Keep Your Operations Running Smoothly
The Foundation is designed for businesses with established systems that need ongoing management, maintenance, and strategic oversight. Whether your systems were built by me or already in place, this retainer keeps everything organized, optimized, and running efficiently as your business grows.
What you'll achieve:
A CRM that stays organized, accurate, and up to date.
Efficient workflows that continue saving time.
Clear visibility into your client pipeline so nothing slips through the cracks.
Ongoing system improvements that keep your operations evolving.
Consistent operational support from a dedicated Online Business Manager.
Confidence that your backend continues running efficiently without constant oversight.
Perfect for you if:
Your CRM and workflows are already established.
You want proactive maintenance instead of reactive fixes.
You'd rather focus on serving clients than managing operations.
You've completed The Partnership and are ready for long-term operational support.
"Since implementing new systems and automations, I have more time for sales. Which means more revenue for the business. I'm excited to see the growth you bring this year!"
Cody M.
Texas Bed Bug Experts
"Desteeni was thorough, detail oriented, and super communicative throughout the entire process. I love the outcome and all the wealth of knowledge she shared."
Maryssa McKenzie, M.S., BCBA, LBA
Root + Rise Therapy
With over a decade of cross-industry experience in corporate operations, project management, and payroll, I don't just check tasks off a list. I step in as your strategic partner. The person who treats your business like it's my own, who spots the bottlenecks before they become breakdowns, and who builds the systems that let you grow without burning out. D McChesney & Co. exists because business owners deserve a backend that works as hard as they do.
Book a free 30-minute discovery call. No pressure, no pitch. Just a conversation about where your operations are and where they could be.