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The Behind the Scenes Build | Shine Bright Virtual
the behind-the-scenes build

Your Client Signed.
Now What If Everything Just... Happened?

The folder. The project. The welcome email. The contract. All the things you do manually every single time — built into a system that handles it for you.

See If This Is Right for You
Jess working behind the scenes
Creative workspace

You know there's a better way.
You just haven't had time to build it.

sound familiar?

Same setup. Every single time.

New client signs and you're right back at it — creating folders, sending emails, setting up projects by hand. Again.

Everything lives in your head.

You're the only one who knows how any of this works. Step away for a day and it all stalls.

Too many tools doing half the job.

A tool for this, a spreadsheet for that — and you're the glue holding it all together.

New clients should feel exciting.

Instead, you're mentally running the checklist and hoping nothing falls through the cracks.

picture this instead

They Sign. It's All Already Done.

No scrambling. No mental checklist. No "did I forget something?"

The folder's there. The project's set up. The welcome email went out. The intake doc is filled in. All of it — before you even open your laptop.

That's not some fantasy future state. That's Tuesday, after we work together.

This isn't a template. Everything I build is custom to how your business actually runs — not some setup I copied from the internet.

here's how it works

Six Steps. One Working System.

1

We Map Your Actual Process

60–90 minutes on a call, walking through how your new client process works right now. No prep, no judgment. Most people have never seen their own process laid out clearly — and honestly, just this part alone is usually a relief.

2

You Get a Visual Process Map

I take everything from our call and turn it into a clear visual — how clients actually move through your business from inquiry to onboarded. You'll see exactly where things work and where you're doing stuff that doesn't need to be manual.

3

I Figure Out What Can Be Automated

This is my job, not yours. I look at your map and find every place we can take a manual step off your plate — folders creating themselves, templates populating, emails going out, projects getting set up.

4

I Build Everything

You hand me the keys and I get to work. No tutorials. No figuring it out yourself. I connect your tools, build the automations, and test it all. You just need to confirm a few things along the way.

5

You Get Video Walkthroughs

Short, clear recordings showing you what was built and how it works. So you're not guessing and you're not figuring it out alone.

6

Two Weeks of Slack Support

Real life doesn't always match the plan perfectly. You get two weeks of direct Slack access after handoff to ask questions, flag anything, or make adjustments.

what you walk away with

The Full Picture

Visual Process Map

Your client journey documented clearly enough to hand to a VA tomorrow.

Custom Automations

Folders, projects, emails, and workflows that create themselves when someone signs.

Video Walkthroughs

Clear recordings of what was built and how it all works. No guessing.

Two Weeks of Slack Support

Direct access for questions, tweaks, and real-life adjustments after handoff.

Tested & Working

Everything connected, tested, and built to hold up in real life — not just in theory.

A business that feels lighter to run.

that's the whole point
Behind the scenes
in real life

Here's What Actually Changed

before

Inquiries coming from the website, Instagram DMs, texts, and phone calls — all going different places. Signing a client meant opening Canva for a proposal, jumping to DocuSign, sending from Gmail, invoicing from QuickBooks. Five tools and an hour of work per client.

after

Every inquiry goes to one intake form that pre-qualifies the lead. Proposal, contract, and invoice go out together in one step. Five tools and an hour of work → one click.

before

Intake form comes in. Someone manually creates a Google doc, converts it to PDF, copies client info into a separate document, creates a folder, moves everything into place. Every. Single. Inquiry.

after

Form submitted. Folder appears. Document created. Client info already filled in. Done. 20–30 minutes of tedious work gone — every time.

kind words

From People Who've Done This

"Jess is brilliant! She took all the jumble in my brain regarding my sales process and turned it into usable systems. She was patient and kind while keeping the project moving. The experience was great — I really mean it."
— Liz
"I worked with Jessica on a business startup and she is wonderful! She is very thorough and creative. She will make your onboarding functional, organized and looking beautiful!"
— Tara
is this your thing?

Quick Gut Check

This Is for You If...

  • You're a service-based business owner who signs new clients regularly
  • You're tired of doing the same manual setup every time
  • You know there's a better way — you just haven't had time to figure it out
  • You want someone who'll learn how you work and build it for you
  • You don't need to change your business — you just need it to run smoother

Probably Not If...

  • You want a template you can paste into your tools and call it done
  • You want someone to tell you how to run your business
  • You're not ready to share logins or trust someone with your backend
Jess, Shine Bright Virtual

systems strategist
& builder

hey, I'm Jess

My Brain Works in Systems. Always Has.

Before this, I spent years building processes in public safety and government contracting — places where things had to be clear, organized, and documented or everything fell apart fast.

Then I ran my own creative business and learned the hard way what happens when your backend can't keep up with your growth.

Now I help creative business owners clean up what's not working behind the scenes. I build systems that fit how your brain works — not some generic setup you'll fight with every day.

I'm not here to change how you run things. I'm here to make it lighter.

the investment

The Behind-the-Scenes Build

Starting at $1,250

For one service workflow. Additional workflows priced by scope.

  • 60–90 minute mapping call
  • Visual process map of your client journey
  • Full custom automation build
  • Video walkthroughs of everything
  • Two weeks of Slack support
Book Your Build

Typically 1–2 weeks from mapping call to handoff.

ready to stop doing this manually?

Let's Look at What's Going On Behind the Scenes.

Book a discovery call and we'll walk through your new client process together. No pressure, no pitch — just a real conversation about whether this makes sense for you.

Book a Free Discovery Call

shinebrightvirtual.com

a few questions you might have

Before You Decide

What tools do you work with?

Whatever you're already using. HoneyBook, ClickUp, Notion, Google Workspace, Slack, Zapier — I work with what makes sense for your business, not what I prefer.

What if I have more than one service or client type?

We can build multiple workflows. Pricing depends on scope — we'll sort that out on the discovery call so nothing's a surprise.

Do I need to prepare anything?

Nope. Just show up to the mapping call and walk me through how things work today. That's it. I handle the rest.

What if something breaks later?

That's what the two weeks of Slack support is for. And if something comes up after that — I'm still around. We'll figure out the right kind of support.

I'm not sure I'm ready. Should I still reach out?

Yes. The discovery call is free and low-pressure. We'll talk through where you are, and if it's not the right time, I'll tell you that. No weirdness.

Shine Bright Virtual

Systems that fit how you think.

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Behind the Scenes Review

Creative Systems Partnership

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A calm, honest space where I share simple ideas to make your business feel lighter.

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