You are incredibly talented at what you do. But between chasing leads, onboarding clients, sending contracts, and wrestling with the backend, there is barely time left to do the actual work. Something has to give.
Your CRM is a total mess and you are actively dropping hot leads.
Client onboarding is inconsistent and stressful every single time.
Everything is manual because you don't have time to build automations.
Admin is eating up hours you should be spending in your zone of genius.
I step in as your Online Business Manager to audit, build, and run the infrastructure that keeps your business moving. You focus on your clients. I handle the rest.
CRM Setup & Management: HoneyBook, Dubsado, and Notion audits, builds, and ongoing management so your client pipeline actually works.
Client Experience Design: Polished contracts, questionnaires, onboarding sequences, and automated follow-up flows that elevate your brand.
Workflow Automation: From the initial inquiry to final project delivery, your client journey runs smoothly on autopilot.
Operations Strategy: Monthly audits, clear 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 retainer support, get a clear picture of exactly what to fix first. This comprehensive backend review uncovers bottlenecks across your CRM, workflows, and internal processes to build a prioritized roadmap.
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 are overwhelmed by messy systems but aren't sure where to start, or your business has simply grown faster than your operations.
Your Next Steps::
DIY: Implement the roadmap yourself using your personalized action plan.
Done For You: Roll your audit into The Partnership, where I build and manage it all.
Build the Operational Infrastructure to Scale
A 3–6 month strategic implementation retainer for businesses ready to move beyond patchwork software. We will design, build, and completely optimize your CRM, automated workflows, and team processes.
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 SOPs your team can follow with absolute confidence.
A seamless, high-end client experience from inquiry to offboarding.
Weekly strategic guidance to keep your big projects moving forward.
Perfect for you if: Your backend needs to be built or heavily reconstructed, and you want an expert to fully implement the solutions rather than just hand you a list.
Keep Your Operations Running Smoothly
Designed for businesses with established systems that need ongoing management, maintenance, and high-level strategic oversight. This retainer keeps your backend organized and efficient as you scale.
What you'll achieve:
A CRM that stays completely organized, clean, and up to date.
Efficient workflows that continue saving your business time.
Total visibility into your client pipeline so nothing slips through the cracks.
Proactive maintenance and continuous system optimization.
Perfect for you if: Your CRM and workflows are already in place, but you want a dedicated OBM to manage them so you don't have to act as your own Director of Operations.
"Desteeni, I can't thank you enough! You've been a huge asset to my company. 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, Texas Bed Bug Experts
"I asked Desteeni to help build my website. I gave her the vision and she put it all together into one comprehensive package. We worked collaboratively and the turnaround time was efficient. I love the outcome and the wealth of knowledge she shared. She was thorough, detail-oriented, and super communicative throughout the entire process!"
Maryssa McKenzie, M.S., BCBA, LBA, Root + Rise Therapy
Book a free 30-minute discovery call. No pressure, no pitch. Just a conversation about where your operations are and where they could be.