The Behind-the-Scenes Review
A collaborative business walkthrough designed to help you see how your business actually runs—and where it could feel a whole lot easier.
What this is…
This is a real-time walkthrough of how your business actually runs behind the scenes… so you can stop carrying the whole process in your head.
We’ll move step-by-step through your client process, from inquiry to offboarding (including all the messy middle parts!)No need to prep!
Just show up and talk me through what you’re already doing.
As you do, I’ll listen for what you can:
SIMPLIFY OR STREAMLINE
HAND THINGS OFF TO SOMEONE ELSE
AUTOMATE USING TOOLS THAT MATCH HOW YOU THINK
You’ll walk away with fresh eyes on your own process, a clear understanding of what’s working, and a short list of smart shifts that could make everything feel lighter.
This is for you if...
This is for you if...
You’ve been running your business for a few years and are still doing most of it yourself
You think you have systems - but what’s there feels clunky, manual, or just isn’t used
You want to delegate or hire, but don’t know what you can actually hand off
You have a sense that things could be smoother - but you’re too close to see where to begin
You’re ready to get your behind the scenes in order - but you’re too in the weeds to see what would make the biggest difference
Whether it’s just you or you’ve got help, this is for anyone who’s been making it work BUT knows it could feel a whole lot easier!
What you get
A quick check-in before we meet
A few days before our session, I’ll send you over a short note with a few low-key things to start thinking about.
No prep or pressure - just a gentle way to start noticing how things are actually running. If it’s helpful, you can send over screenshots of links ahead of time, but there’s nothing you HAVE to do. You’re already ready.
90 minute walkthrough session
We’ll screen share while you walk me through your client process - from inquiry to offboarding.
You’ll talk through how things are currently running. I’ll take notes and help spot the patterns - what’s holding up the flow, where things rely too heavily on you, and what’s taking more effort than it probably needs to.
Together, we’ll look at what could be simplified, delegated, or supported with systems that actually fit how you work.
What’s working & What could help
A personalized summary of what we covered - plus a few doable ways to make things easier!
After our session, you’ll get a written recap that outlines what we walked through, what stood out, and what you might want to shift. It’s designed to be useful - if you’re making changes yourself right now or passing this off to someone else down the line.
Here’s what’s included:
→ What’s already working well (because yes, there are wins - promise!)
→ Where things are heavier or more complicated than they need to be
→ What you could simplify, hand off, or support with better tools
→ A short list of practical next steps you can take now
→ A few tools or strategies to explore later (if and when you’re ready)
A Loom walkthrough of your summary
I’ll record a short video walking you through what I noticed, what’s working, and what could help.
You can rewatch it anytime, share it with support down the line, or use it as a quick refresher when you’re ready to take action.
3 days of follow-up support (via email)
You’ll have access to me for three business days after our session - for questions, feedback, or clarity as things settle.
You can:
→ Ask a follow-up question
→ Share a screenshot and say, “Is this what you meant?”
→ Check if a shift you made is headed in the right direction
Just because the call is over, doesn’t mean you’re on your own!
Optional add-on
slack me if you need me
For when you want a little more time, faster answers, or help making changes as you go.
Includes:
→ 2 weeks of Slack access
→ Priority response window (you’re first in line when I check messages)
→ Optional Loom recordings when a question is easier to show than explain
- Investment starting at -
$495
Meet Jess
With over a decade of experience helping businesses create systems that work, I specialize in designing and streamlining client and employee onboarding processes. Running my own home decor business for seven years taught me just how much it matters when your clients—and your team—feel valued from start to finish. My no-BS, practical approach helps you simplify the chaos so you can focus on the work you love while delivering an exceptional experience your clients won’t forget.
