growth that doesn’t come
at the cost you or your team
Business by Design
Growth that doesn't come at the cost of you or your team.
The business is working. It's just all running through you, and reactive underneath. Business by Design is where we build the structure so it can grow without the growth coming out of you.
Business by Design is for founders of expert-led practices: coaches, facilitators, speakers, trainers, mentors, consultants and practitioners. Usually somewhere between 300k and 2 million, past the scrappy early stage, running a business that works and still holding it together yourself. You might have no team yet, a VA, or a business manager already. You care about working and growing in a sustainable way, that’s aligned to a life and business by design, supported by your whole health.
These workshops are curated for when;
The business is working, but it’s not working FOR YOU
Your systems are reactive, and it keeps you in a constant low hum of worry
You're spread thin across money, operations, team and clients, and can't get ahead of any of it
The mental load is hurting more than your tax bill
business design Workshops
process
Simplify how things run, to get you out of the weeds, and create more time and energy for your genius zone.
people
Design the communication rhythms, feedback systems and performance review process for a team that that anticipates instead of responds.
client experience
Design the whole journey, make yourself easy to buy from, so clients come back for more and tell their friends.
Profit
Get visibility on your numbers, map your pricing and profit, so growth doesn't cost you.
Most expert-led businesses grow their revenue without ever getting clear on their money, and it catches up with them (or in their nervous system).
The numbers live in your head or your accountant's, pricing gets set by feel, and profit becomes something you hope is there.
In this workshop we get real visibility on where your money is going, map your pricing against your life by design goals, and use the Money Focus Levels to show you where your attention needs to flow, whether that's surviving and stabilising or making your money work for you.
You leave knowing your numbers and a clear process for changing the future of how money comes and goes in your business.
profit design
Process design
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You and your support team will individually review and assess eight operational areas of your business.
I'll complete an analysis and report on findings to identify the priorities and next steps.
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Here we are looking to simplify the complexity.
During this 90min workshop, We'll discuss the insights from the diagnostic, and the opportunities that exist for you to save money, time and energy. -
Post workshop you’ll receive a comprehensive breakdown and review of your diagnostic results.
Additionally, I’ll provide resources, templates, contacts and tools to help you implement quick wins and mid-term recommendations.
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You’ll have access to me for rapid fire questions over email or video chat for one month while you explore and implement your options.
If you’d like implementation and project management support I can create a custom proposal for you.
Through a detailed diagnostic and workshop we’ll identify both the known and unknown gaps, and reveal any variances in perspective between you and your business manager (in an enlightening and helpful way.)
The goal is to gain clarity on your operational needs, understand what will have the most impact on revenue, and determine what will simplify your world.
“What truly sets Katee apart is her deep understanding of the delicate balance between people, processes, and platforms. She helped us transform our overwhelming collection of tools and documents into a streamlined, future-proof system.
The impact was immediate – we’ve eliminated key-person dependency by getting everything out of our heads and into clear, transparent processes.”
people design
Most expert-led businesses hire good people, but without clear communication, defined expectations and regular feedback, the founder stays at the centre of every decision.
Conversations happen when something goes wrong, performance reviews become a task that's avoided, and your team waits for direction instead of confidently moving work forward.
In this workshop we'll design the communication rhythms, feedback systems and performance review process that help your team stay aligned, solve problems earlier, and anticipate what's needed before you have to ask. You leave with practical frameworks that improve communication flow, strengthen accountability, and create a team that supports the growth of your business rather than responding to it.
client experience design
From Lead nurture, marketing, sales, onboarding and retention let’s design a full-stack experience that reflects your genius.
As a solopreneur, you might lack the clarity, know-how, or time to pull all the pieces together to create an exceptional client experience. I’ll work with you to map out your existing client journey, identify what’s missing, and connect the dots to create a seamless and impactful experience.
my approach:
Assessment:
We start by mapping your current client journey to understand each touchpoint.Identification:
I identify gaps and areas where improvements can be made across the key 7 areas of client experience:Strategy:
Together, we develop strategies to enhance the client experience, ensuring every interaction is meaningful and aligned with your brand.
By putting a clear strategy behind your client experience, you'll see tangible results in your business performance and client relationships.
how it works:
The Client Experience roadmap workshop series is broken into 3 workshops, 1.5 hours each.
Prior to each workshop I’ll request preliminary intel and collateral to conduct my research prior and create an individualised workshop plan for us based on your current workflow and collateral.
Workshop one: Lead Nurture Design
Workshop two: Sales Nurture Design
Workshop three: Client Experience
You can opt to do one, or all! If doing the full series of 3 workshops, I recommend spacing them one month apart to allow for implementation time.
From each workshop you’ll come away with a clear plan, and roadmap design. Afterwards, you will be sent a project plan to support the tasks required for implementation.
“I reached out to Katee because our business, Real Schools, had grown significantly over 18 months, but our systems and processes hadn't quite kept pace. We needed someone who understood our business operations, but more importantly, where we wanted to take our business — and someone who could collaborate effectively with our team.
Katee brings a remarkably strategic mind and works with incredible efficiency. What sets her apart is her dual focus on elevating customer experience while driving commercial outcomes.
One of the most valuable things she did was facilitate internal workshops that gave everyone a voice to express their pain points and needs. She then skillfully brought everyone along on the journey, presenting solutions in a way that created genuine buy-in.
Beyond her professional expertise, Katee has this wonderful ability to anticipate business needs and solve them through a strategic lens. She's incredibly easy to work with and quick to deliver results.”
— Charlotte Holden - Marketing Manager with Real Schools & Adam Voigt
Some of my wonderful clients…