SOLAR SYSTEMS
A high touch 3 month OBM intensive and systems build to bring structure and calm to your creative business.
You know things could be easier.
Your projects are getting delivered, your clients are (mostly) happy.
But, behind the scenes:
→ You’re doing too much manually
→ Your tools are scattered or half-set up
→ You’re wasting hours chasing updates and resetting expectations
→ You feel like you’re always playing catch up
You’ve got the momentum, now you just need the ✨ structure ✨
Enter the 3 month Solar Systems OBM intensive.
Together, we audit, design, and properly embed your core systems, from enquiries and delivery to capacity planning, handover, and team visibility. So your business runs smoothly without relying on you to hold everything together in your head.
This is not just a tech + systems build. Solar Systems is an OBM intensive tailored to creative service providers, studios and small agencies.
We look at the whole picture: how you work day-to-day, where your CEO time disappears, how delivery, marketing, and capacity actually fit together, and what needs to change so your business feels joyful and sustainable.
The result is a clear, reliable way of working that:
→ supports multiple projects without everything imploding
→ gives your business a structure that exists outside your brain
→ creates calm, confident and professional delivery instead of constant chasing
→ improves client experience so expectations are clear, boundaries are held, and referrals are pouring in
Instead of replying to emails at 9pm, or feeling a knot of dread when a client says yes because you have no idea how you can pull off another project right now, you’ll have a business that feels solid and suatainable. Tasks, leads, and next steps are clear, scaling feels possible, and you can log off without panic.
Who is this for:
Creative founders, studio owners, and service providers like you who are:
→ Growing fast but feel like your systems never quite kept up
→ Know your onboarding and delivery processes could be smoother
→ Held back by half-used tools, manual tasks, and firefighting
→ Stuck in day-to-day admin instead of the work you LOVE
→ Ready to scale but terrified that adding more clients will break everything
→ Dreaming of a business that feels as great to run as it looks on the outside
What you get:
MONTH 1 - WE MAP, DIAGNOSE + DESIGN
→ Pre-session questionnaire
→ 2-hour kick-off workshop covering vision, goals, client journey, delivery, and bottlenecks
→ Audit of your current tools and processes
→ Prioritised operational roadmap
→ Full system architecture plan for Month 2
By the end of Month 1, you’ll know exactly what we’re building, why it matters, and how it supports your next stage of growth.
MONTH 2 - I BUILD + IMPLEMENT
→ Full CRM setup (Dubsado)
→ Project management HQ (Asana, Notion, ClickUp - chosen based on your needs)
→ Streamlined delivery processes for up to two core offers (including timelines, feedback loops, approvals, and client experience touchpoints)
→ A lead tracking system
→ Capacity planning system
→ Marketing + sales systems
→ Key automations and integrations to reduce manual admin
This month is about creating a personalised, connected operating system tailored to you and your business.
MONTH 3 - TRAINING, IMPLEMENTATION + HANDOVER
→ Live training sessions
→ Detailed Loom walkthroughs
→ Tweaks and optimisation once you’ve tested it
→ SOPs for use and documentation
→ Final handover
Good systems mean nothing unless you actually use them. Month 3 is about making sure your systems feel intuitive, supportive, and genuinely sustainable, so you can run them confidently without me.
What you walk away with:
By the end of 3 months, you’ll have:
→ A truly streamlined business backend
→ A CRM and PM system that matches how you think
→ A delivery process that delights clients and protects your boundaries
→ Automations that save you hours every week
→ SOPs and documentation that makes delegation feel possible
→ A calmer, clearer head with space for strategy, leadership, and growth
