Now booking ClickUp and Client Automation Services for December. Learn More!

Work with me

Ready to grow your firm while working less time?

You want to grow your business but the idea of managing more clients is overwhelming!

By systemizing your services you can automate every step of your client intake process including your client work.  From initial call to glowing review.  I set up a systems to automate your client intake and mange your client work so you can grow your firm with ease. 

Automate Your Client Intake

No more OMG moments because you forgot to send XYZ!

Meet your goals and relieve the overwhelm of managing more clients.  Have a VIP onboarding system that will WOW your clients and keep you in your zone of genius.

Investment starts at $1750

Are you spending hours on “appointment go-fish”, manually sending follow up emails, requesting testimonials and every step in between? Did you forget to ask for that form/password/access again?

IF…

-You’re manually booking every client and relying on memory for each step of their experience.

-You’re booking client and skipping steps, forgetting things and flying by the of your pants.

-You’re curious about how a system can help you streamline your client experience. 

Organize Your Firm

Organize your client work with an all in one management tool.
ClickUp has become very popular in the bookkeeping and accounting world!  Did you purchase a monthly subscription but feel confused on how to set your firm up? 

Instead of spending countless days and weeks trying to figure it out on our own, you can be up and running with our done for you services.

Investment varies on your firm size

Imagine being confident in your firm processes and systems so that you can delegate and hire staff to manage the day to day operations.

Or, being able to to spend time with friends and family while automated workflows do the heavy lifting. Stop the overwhelm and sleepless nights with our done for you
system setup.

Done In A Day Tech Support

Don’t waste another day untangling your technical spaghetti!

When you sign up for Done In A Day Tech Support, I set aside a full day for YOU, and only you.  It’s you, me and no distractions.  By the end of the day, you’ll walk away with solutions that will improve your business and keep you in your zone of genius. 

Investment starts at $1,500

Sick of trying to interpret technical jargon?  What the heck is a “Zap”, a “ClickUp” or a “CRM” anyway?  Drowning in time-wasting tasks that don’t build your business?

Sorting through and setting up critical technical systems that help your business run smoothly is frustrating and time consuming when it’s not your specialty.

I solve your technical struggles in only one day!

client love

  • “Corinne is our online operations manager extraordinaire. She has perfected each space to deliver exactly what we need. Not only has she mastered ClickUp’s capabilities for us, she coaches my program members on what ClickUp can do for them.”

    – Lisa Campbell, Profit First Professionals Canada & Accelerate 2 Advisor

How Does It Work?

1.Book a Call

Click the “Let’s Chat” button below to complete our contact form.  After completing the contact form, you’ll be sent an email to schedule your free discovery call with a ClickUp vetted consultant.

2. Chat With the Team

During the call we’ll uncover your firm’s goals and objectives and determine how ClickUp can best serve your needs.  Within 48 hours, you’ll be emailed your proposal containing your contract and invoice.

3. Celebrate

Once your contract and payment is received, we’ll work to get you up and running quickly!  We’ll send you your welcome kit and setup form to get started.