I partner with online coaches and service providers to design personalized backend systems that elevate the way you serve, sell, and scale. Whether you’re seeking structure, clarity, or long-overdue breathing room, you’ll find offerings here designed to support you with simplicity and style.
Thoughtful systems and seamless support for coaches & service providers
OFFERING
STRATEGIC
GUIDANCE
SYSTEMS DESIGN & DEVELOPMENT
MANAGEMENT & SUPPORT
OFFERING
STRATEGIC GUIDANCE
Systems design
& development
MANAGEMENT
& SUPPORT
MY PACKAGES
Book NOW
Business clarity, styled to fit. A 90-minute deep dive to untangle systems, clarify priorities, and map your next best step. You’ll leave with personalized recommendations, curated tools, and a plan that aligns with how you work best.
Tailor-Made Strategy Session
INCLUDES:
PERFECT FOR YOU IF:
INVESTMENT:
✔ 90-minute strategy session (Zoom)
✔ Summary & recommendations
✔1 week of Voxer support
$300
PERFECT FOR YOU IF:
Includes:
investment:
- You feel stuck between too many tools and no clear system.
- You’re updating your offers and your backend no longer fits.
- You want a second brain on your systems, not just surface-level tech help.
An end-to-end systems build designed to match your next level. From CRM to email funnels to SOPs, every detail is built with clarity, beauty, and long-term growth in mind—so you can stop scrambling and start leading with ease.
Client Experience + Email Funnel Build
✔ CRM Build (Dubsado or HoneyBook)
✔ Branded 5-part email welcome funnel
✔ Strategic workflow mapping session
✔Video tutorial and written SOP
✔ 30 Days of Post-Launch Support
PERFECT FOR YOU IF:
INCLUDES:
INVESTMENT:
$4,000
GET STARTED
the signature suite
PERFECT FOR YOU IF:
the signature suite
Includes:
investment:
- You’ve outgrown your current systems.
- You’re preparing for a new launch, rebrand, or growth phase.
- You’re tired of troubleshooting tech or workflows.
- You want your client experience to reflect the quality of your work
A fully branded, automated client journey built in Dubsado or HoneyBook. From proposals to portals, every touchpoint is designed to reflect your professionalism, streamline onboarding, and deliver a high-end experience with ease.
Client Experience System Build
INCLUDES:
PERFECT FOR YOU IF:
INVESTMENT:
✔ Client Experience audit and workflow mapping
✔ Branded proposals, contracts, emails, and portal setup
✔ Automation and task workflows
✔ Video tutorial and written SOP
✔ 30 Days of post-build support
$2,200
the client experience suite
the Client experience suite
PERFECT FOR YOU IF:
Includes:
investment:
- You feel stuck between too many tools and no clear system.
- You’re updating your offers and your backend no longer fits.
- You want a second brain on your systems, not just surface-level tech help.
GET STARTED
A done-for-you, voice-aligned email funnel that nurtures leads and builds trust. From strategy to setup, you'll get a fully branded welcome sequence that connects, converts, and runs seamlessly in the background.
Email Marketing Funnel Build
✔ Email marketing strategy session
✔ 5 email sequence (strategy, copy guidance, and design)
✔ Newsletter template
✔ Automation setup in your ESP (Flodesk, ConvertKit, ActiveCampaign)
✔ Video tutorial and guidebook
✔ 30 days of post-build support
PERFECT FOR YOU IF:
INCLUDES:
INVESTMENT:
$1,800
the welcome suite
the welcome suite
PERFECT FOR YOU IF:
includes:
INVESTMENT:
- You want an automated welcome sequence that sounds like you.
- You’re not sure what to say or how to structure the funnel.
- You want guidance on voice, strategy, and tech - all in one.
- You’re ready for email to feel like an asset, not a chore.
GET STARTED
You're past the trial-and-error stage. Your business is growing and you're carrying too much behind the scenes. You need a partner who gets the big picture, handles the moving parts, and makes your backend feel like it's finally working for you, not against you.
OBM Retainer
the executive suite - Your business, fully supported behind the scenes.
PERFECT FOR YOU IF:
CUSTOM RETAINER MAY INCLUDE:
INVESTMENT STARTING AT:
$2,200
monthly, 3 mo.commitment
GET STARTED
the executive suite - Your business, fully supported behind the scenes
perfect for you if:
Custom retainer may include:
investment starting at:
- You’ve outgrown doing it all yourself.
- You want trusted support without building a large internal team.
- You’re preparing for more visibility, scale, or complexity.
- You’re ready to lead without getting stuck in the backend.
✔ Quarterly vision and systems planning
✔ KPI dashboard setup and oversight
✔ CRM and client experience system management
✔ Email marketing and launch support
✔ Course, program, and funnel creation
✔ Guidance and set up of AI tools
✔ Team communication and meeting management
✔ Inbox and calendar management
✔ Light executive assistance
✔ Website and content updates
✔ SOP documentation and business hub creation
✔ Project and task management
✔ Quarterly vision and systems planning
✔ KPI dashboard setup and oversight
✔ CRM and client experience system management
✔ Email marketing and launch support
✔ Course, program, and funnel creation
✔ Guidance and set up of AI tools
✔ Team communication and meeting management
✔ Inbox and calendar management
✔ Light executive assistance
✔ Website and content updates
✔ SOP documentation and business hub creation
✔ Project and task management
HOW THE PROCESS WORKS
We'll begin with a strategy session to map out your business processes and design solutions that meet your needs. I'll create your systems roadmap and a 30-60-90 day plan.
STEP 1. DISCOVERY CALL
STEP 2. CLARIFY & DESIGN
STEP 3. BUILD, TEST, GO LIVE & SUPPORT
In this free 30 minute call, we'll get to know each other and talk about your business, challenges and goals and identify the solution that fits you
Using the systems roadmap, I'll build and test your on-brand system. When your new system goes live, we'll have a hand-off call and you'll get a guide to your new system and 30 days of folllow-on support.
"Her ability to combine her wealth of knowledge in marketing and online business systems with her warm and supportive personality truly sets her apart. "
"Valerie’s insightful guidance and strategic advice helped me elevate my women’s program to the next level."
CLIENT PRAISE
Michelle,
Amazing Women Alliance
Michelle,
Amazing women alliance
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"I tripled my sales using your method!"
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"Working with you was a dream. Thank you!!"