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Every business operates differently, which is why I believe support should be personalized, intentional, and designed to make day-to-day operations feel smoother.
From website setup to backend organization, my goal is always the same: helping business owners feel more supported, streamlined, and confident in their systems.
Root + Rise Website Setup
Root + Rise Website Setup
A Board Certified Behavior Analyst preparing to launch her own practice needed a professional, structured website that would allow her to begin establishing her online presence, educate both families and providers, and grow into future services and digital offerings.
This project focused on building a clean, scalable website that supports both audiences while keeping the experience simple, supportive, and easy to navigate.
Support included:
Website setup
Page organization
Layout structuring
Branding consistency
Backend updates
Goal
Establish a strong online presence ahead of practice launch
Clearly communicate services for both families and providers
Create an educational resource hub to build trust and authority
Set up a foundation that can grow with future digital products and trainings
Version 1: Structured, high-converting layout
Version 2: Client-preferred simplified layout
Outcome
The final result was a streamlined, visually cohesive website designed to improve user experience and create a stronger online presence all while matching their communication style.
Operations Overhaul & CRM Automation for a Scaling Service Business
Operations Overhaul & CRM Automation for a Scaling Service Business
The Challenge
A growing service-based business was struggling with a highly manual administrative workflow. The office administration staff spent hours each week manually managing leads, drafting client estimates from scratch, and coordinating field scheduling. Because recurring tasks were undocumented, internal workflows lacked visibility, creating a critical bottleneck for business growth and a risk of inconsistent client experiences.
Strategic OBM Interventions
I audited the existing backend operations and engineered a centralized system to improve day-to-day workflow visibility, centralize data, and protect the brand’s customer service standards:
CRM Optimization & Automation: Structured a customized client pipeline and built standardized templates for automated emails, professional estimates, digital invoices, and service orders.
Workflow Architecture: Programmed automated triggers for booking confirmations and upcoming appointment reminders to streamline team tracking and client communication.
Standard Operating Procedures (SOPs): Authored a comprehensive directory of step-by-step SOPs mapping out recurring tasks to ensure seamless delegation and operational structure.
5+ Hours Saved Weekly per Admin Staff
📈 Resulting in an immediate increase in sales capacity and backend visibility.
System Architecture: An inside look at the automated email and billing template framework engineered to eliminate repetitive administrative drafting.
Behind the Scenes: A snapshot of the customized, centralized SOP directory built to standardize team operations. (Sensitive information blurred to protect client privacy).
The Transformation
Saved 5+ Hours Weekly: Eliminated repetitive, manual administration for the front-office team, instantly freeing up over 20 hours per month for revenue-generating activities.
100% Service Consistency: Established a predictable, high-quality client experience where every customer receives identical touchpoints and communication no matter who on the team handles them.
Complete Backend Visibility: Provided the business owner with a clear operational blueprint, radically reducing onboarding friction and human error.
Turning Messy Processes Into Seamless Client Experiences
Sample Project • Operations + Client ExperienceTurning Messy Processes Into Seamless Client Experiences
SOPs, client journey systems, and communication designed to help service-based businesses stay organized behind the scenes—and deliver a better experience up front.
The challenge: Information without a system
The project began with a simple goal: turn scattered business instructions into clear, repeatable processes that another team member could confidently follow.
The source material was intentionally provided as informal, “messy” notes. My job was to identify the actual workflow, clarify decision points, establish timing, and build a system that could be tracked from start to finish.
01 | Lead Response SOP
I transformed an informal description of a website lead process into a structured SOP that clearly defines how leads are reviewed, categorized, responded to, and tracked.
What I built:
Lead triage criteria
VIP vs. General lead pathways
Response-time SLAs
Follow-up workflow
Airtable tracking + completion checkpoints
02 | Client Onboarding Journey
I mapped the onboarding process from signed contract through the client's first coaching session, creating a repeatable checklist that gives the team visibility into what needs to happen, when it needs to happen, and who owns each step.
The workflow included:
Contract Signed → Payment Confirmed → Intake → Welcome → Scheduling → Pre-Session Review → First Session → Active Client
03 | Client Communication
I polished the client's onboarding email to ensure the message was clear, warm, professional, and action-oriented while making it easy for the client to understand exactly what happens next.
The result: A process the team can actually follow
Clarity
Everyone knows what needs to happen and when.
Consistency
Clients receive the same organized experience every time.
Accountability
Progress is visible, trackable, and less dependent on someone's memory.
The goal isn't simply to document a process. It's to make the process easier to execute.
Kind Words
Kind Words
"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 M, 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 TherapyReady To Simplify Your Backend?
Ready To Simplify Your Backend?
Let's create systems and support that help your business run more smoothly behind the scenes.
Let's create systems and support that help your business run more smoothly behind the scenes.
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