Case Study: Shatoya – Career & Leadership Coach

VIP Day + Ongoing OBM Support

Before Working Together

Shatoya was coaching, creating programs, and scaling fast. But her systems? They weren’t built for the level of business she was stepping into.

  • Every client intake was manual, with endless back-and-forth emails.
  • Invoices weren’t syncing correctly, leading to confusion and payment delays.
  • She had a vision for a group program, but the tech setup was stalling progress.

She wasn’t just running out of time, she was running out of patience with all the admin work slowing her down.

The Shift

We started with a VIP Day to rip the manual work out of her process and replace it with an automated Dubsado workflow. No more piecing things together. From proposals to contracts to invoices, everything is now seamless. Then, in ongoing support, I helped clean up her funnel tech; syncing ConvertKit, Thinkific, and her course platform so her group program could actually run without her needing to manage every step.

The Wins

✔ Dubsado now runs her client intake process—zero back-and-forth required.
✔ Her invoices are clean, correct, and automatic—no more headaches.
✔ Her group program funnel is locked in—she’s ready to scale.
✔ Instead of drowning in admin, she’s spending her time where it matters.

From Manually Managing Everything to Automated & Scaling

Before: endless admin loops and tech confusion.
After: systems built to grow alongside her business.

You shouldn’t be running your backend. It should be running for you.

Let’s Build Your Systems →