Services
STRESS LESS AND SERVE MORE
Simplicity. Systems. Sanity.
Helping women coaches and online service providers achieve workflow zen through streamlined systems to work less and live more.
Helping women coaches and OSPs achieve
streamlined systems and operations
without stress/burnout from the manual admin/backend tasks.
OBM Retainer
this is for you if:
- You’re a coach or online service provider who needs someone to oversee your business, a right hand, if I may, extending a helping hand to the COO.
- You want your business going to the right direction and moving efficiently while you create more value for your business and focus on WHAT MATTERS MOST
- Daily Operations Management
- Quarterly Strategy Plans
- Business Systems Audit
- Project Management
- Client and Program Management
- SOP creation
- Tech setups + automation
- Launch Planning + Management
- Marketing Strategy + Management
OBM + Team Retainer
this is for you if:
- You’re a coach or online service provider who needs someone to oversee your business, a right hand, who can manage the day to day so you can spend more time as a CEO.
- You don’t want to hire and manage multiple team members right now. You would love to have the majority of your delegation under one roof so you can trust that it’s all getting done.
- Daily Operations Management
- Admin and Tech Support
- Quarterly Strategy Plans
- Business Systems Audit
- Project Management
- Client and Program Management
- SOP creation
- Tech setups + automation
- Team Management
- Launch Planning + Management
- Marketing Strategy + Management
- Weekly Call (if needed)
DFY Dubsado Setup
This is for you if you’re ready to automate your client experience, have a solid client management hub, and boost client retention with Dubsado. I'll help you create a customized system for a seamless client experience journey.
- 1 workflow set-up (Inquiry, Proposal, Onboarding and Offboarding)
- 60 to 90-min Workflow Mapping Call
- PDF Flowchart showing the revised overall workflow
- Workflow component set-up (includes canned emails, forms, contracts, project statuses, packages, payment plans, etc. depending on the chosen workflows)
- Branded designs (form and email headers, client portal banner, etc)
- Canva templates are provided
- 60-min Offboarding Call for Dubsado walk-through (you will have access to the recording too!)
- 3-4 weeks build-out timeline
- 30 business days support period after build-out completion
DFY Clickup Setup
This is for you if you want to streamline your workflow with ClickUp but you're not confident in setting it up yourself. I’ll help you create a customized ClickUp system that aligns with your business preferences.
- An-depth strategy call
- Custom-built template based on your business needs
- Custom assets & template creation
- Workflow creation
- Automations & Zapier integrations
- Dashboards creation (internal and client-facing)
- Training with CEO/team training
- 30 day post-delivery Slack support
- Check-in call after 30 day
Operations Support
This is for you if you need a team member to support you at the backend of your business so that you can focus on other important business matters without feeling overwhelmed and burned out in handling everything on your own.
- Admin, Tech, and Back-end and support
- Email, Calendar and File Management
- Client onboarding, management, & support
- Marketing tasks (scheduling content, creating graphics, etc)
- Email Marketing
- Launch support
All Of This For:
15 hrs/month for $600 (minimum of 6 months)
OR $500/month minimum of 12 months
Systems Audit
this is for you if:
- You have tools in place, but you're struggling to maximize their efficiency, causing bottlenecks and slowing productivity.
- You have a team member, but coordinating tasks and maintaining clear communication is difficult, leading to duplicated efforts and missed deadlines.
- You're launching new services or products monthly and bringing in new clients, but the constant pressure and rapid pace are starting to overwhelm you.
- Pre-session questionnaire
- Full System Audit
- 60-minute audit strategy call (recorded for your convenience!)
- End-to-end action plan or system suggestions upload via PDF
- FREE: ClickUp Template Vault
Don’t just take my word for it!
"Workings with Karizza has been a game-changer for my business."
Karizza's skills and expertise have made a huge impact on my systems, and I couldn't be happier with the results.
She completely transformed my onboarding process, making it effortless for both my clients and myself.
Previously, I handled onboarding manually, which consumed significant chunks of my time. Now, thanks to Karizza's help, my clients are experiencing a seamless onboarding experience.
SHEENA GORGONIO
Website Designer
"Meet Karizza, a true game-changer!"
She built an amazing ClickUp System for my digital agency, streamlining tasks and projects beyond my wildest dreams. Her blend of creativity and tech-savviness made my life so much easier. Working with her was fantastic! If you want to elevate your project management, Karizza is the one you need.
DARLA MAE HASAN
Sales Funnel Expert
"Karizza is an asset to any business."
She is bright, intuitive, a quick learner, and has excellent communication skills. Her command of technology is impressive! Almost right away, I began to depend on her for more and more help in my business and she rose to the occasion every time.
JENNIFER WOODWARD
Health Coach
DOWNLOAD
ClickUp CEO Planner Template For Coaches, Agency Owners & Service Providers
Streamline your business operations, save time, and sign more clients effortlessly with The ClickUp CEO Planner Template that systemizes the entire process for you!
