Your program is personalized to fit your individual needs and desires. When we first start working together, you’ll complete a questionnaire so that I can have an idea of where you currently are, where you’d like to be, and what’s holding you back. This will help set the stage for developing a plan of action for our time together.

Here are some of the areas in which I can offer you the most help:

Technical Strategy

  • Identify the systems and structures needed for your business based on your needs, technical skill level, and budget

Customer Relationship Management (CRM)

  • CRM initial setup
  • CRM integration with website
  • CRM integration with landing page software
  • Email automation setup and configuration
  • One landing page configuration

(Example software: ActiveCampaign, MailChimp, GetResponse, etc.)

Landing Page

  • Landing page set up
  • Landing page configuration

(Example software: LeadPages, Unbounce, Squarespace, etc.)


  • Scheduling tool configuration & integration


  • Payment site set up + integration
  • Other productivity tools to help automate & streamline your life and work

(Example software: PayPal, Square, Stripe, etc.)


  • Integration of website with web hosting service
  • Getting things to look the way you want them to
  • Technical integrations with the other tools you'll use in your business 

(Example software: Squarespace, Wordpress, Wix, etc.)

Facebook Ads & Facebook

  • Understanding the technical aspects behind Facebook ads
  • Using schedulng tools to automate social media posts


  • Webinar initial set up 
  • Best practices for running a webinar

(Example software: ClickWebinar, Zoom, GoToWebinar, etc.)

Online Courses

  • Configuration and site-build out 
  • Integration with pay systems 
  • Organizing it in the most user-friendly way for your users

Example software: The New Kajabi, CourseCats, etc.)

Content Creation

  • Tools for content design
  • Tools for image creation
  • Tools for audio & video creation

Note: Any systems that have an associated cost will be the responsibility of the client. 

As a bonus...I have been in the learning and development space for over a decade and have written, developed, implemented, and ran successful programs. If you need a little extra help with the content you are writing, I'm a great resource for that too. 

Content Development

  • Learn how to use simple and inexpensive technology tools to put together powerful content
  • Direction on how to create an opt-in that is really compelling and almost “too good to be free”
  • Review of opt-in content to ensure that it’s consistent with your branding and aligns with your business services or products
  • Create powerful and effective webinars that give a ton of value and attract clients

**You and your journey are unique and therefore your individual technical needs and timelines will vary. We will adjust as needed.

Here's what's included:

  • An initial 50-minute needs assessment to get really clear on where you are, where you want to be, and what your concerns are as it relates to technology. 
  • Technical systems set up walk through + training videos so that you can replicate and be self-sufficient once our time together is up.
  • Unlimited email support between sessions for those days you need a little extra guidance.
  • Special members area. Password protected site that holds all of the coach materials including training videos.

Have questions?

Let's chat.

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