A Case Study
“Katee’s awesome. I just have direction now. I was totally lost and didn’t know what my thought leader wanted or needed. It’s been amazing. There are hard decisions, especially with software, and it really depends on advice and direction that works practically. Like Katee says, it’s custom to us, and we love it.”
The starting point
When Georgie joined the Catalyst program as a Business Manager for an established thought leader's practice, she stepped into a business with a decade of success but growing operational challenges. Despite the practice generating $400k+ in revenue, crucial systems were missing, and communication bottlenecks were affecting both team efficiency and client experience.
"I have very little experience as a business manager and am learning on the job. I am only working about 5 hours a week at the moment and juggling a young family." - Georgi
Initial Challenges
working 5-10 hours per week, juggling family priorities
to manage a six-figure business and new program launch.
Minimal documented systems or processes
Significant time lost to email management and VA briefings
Absent client nurture systems
Limited strategic planning capacity
The evolution
Phase 1: Foundation (Months 1-2)
Established documentation systems
Optimized email workflows
Created VA briefing templates
Phase 2: Systems Development (Months 3-4)
Implemented project management protocols
Developed brand documentation
Created client nurture sequences
Phase 3: Strategic Leadership (Months 5-6)
Refined team communication
Enhanced operational guidelines
Established growth frameworks
How they made it happen:
Through the Catalyst Program, Georgie embarked on a structured 6-month development journey that combined coaching, community support, and practical tools. The program focused on creating leverage through systems and strategic improvements.
where they got to
Business Owner Improvements
Operational Improvements
Reduced oversight needs
Enhanced system reliability
Improved team coordination
Business Impact
Strengthened brand consistency
Enhanced client experience
Systematic lead nurturing
Business Manager Growth
Professional Development
Increased role confidence
Strategic thinking capability
Enhanced leadership skills
Personal Benefits
Better work-life balance
Reduced stress
Clear boundaries
“Huge reduction in distractions, stress and anxiety from worrying about the operation of the business. Much greater clarity on what to invest energy into, and much better focus when investing that energy”
Why it worked for them
COMMUNITY SUPPORT
Peer learning opportunities
Shared resources
Implementation support
CLEAR FRAMEWORKS
Clear implementation roadmap
Prioritised improvements
Measurable outcomes
PRACTICAL TOOLS
Ready-to-use templates
Proven systems
Time-saving automations
“Clean up our processes and educate the team on how to use them!” - Initial goal
”Now we’ve transformed our workflows and have project clarity - End result”
Sustainable business, for your growth, but more importantly - your wellness
ABOUT KATEE
I’m Katee. (Yep, like “Katie” but with two E’s)
I believe visionary business owners shouldn't have to choose between making an impact and maintaining their wellbeing.
For over a decade, I've partnered with thought leaders and experts to transform overwhelming operations into sustainable systems. What sets my work apart is understanding the delicate balance between people and processes – creating intelligent systems that reduce complexity rather than add to it.
When operations are thoughtfully designed, they create space for innovation, growth, and sustainable success. I believe in co-creating unique solutions that embrace your individual strengths and work style – because the most effective systems are built around how you naturally operate, not the other way around.
In a world of constant hustle, I'm here to show that there's a calmer way to run a successful business. One where systems serve people, not the other way around.
My work focuses on three core principles:
Protecting energy as the primary metric of business success
Creating systems that simplify rather than complicate
Designing experiences that energize both teams and clients
“Data-driven, detail-oriented, client-focused, and intellectually curious”
kind words, from great humans.
"In short, thank you for something I didn't know I needed and didn't realise I would love and look forward to so much. Catalyst has been transformative! The importance of documentation, highlighted by the program, has been crucial for our practice. I love the flexible programming, especially the addition of hot seat sessions and fascinating topics like biochemistry and the brain.
The power of collaboration and having a buddy has renewed my love for my role and increased my drive to help grow the practice. The strategies implemented from Catalyst have freed up more brain space, allowing me to work more efficiently and dedicate more time to nurturing the practice. Engaging with other business managers for collaboration and ideas has drawn on additional experience and expertise, leading to better decision-making."
Shona Hainsworth - Business Manager for Selena Fisk
“Katee’s ability to look at what we saw as a big, confusing mess and turn it into a straight-forward workable solution was inspiring. Her knowledge of all things systems and platforms is amazing and helped me realise that there is a solution to what we are looking for without feeling overwhelmed by the choices available. Katee is super approachable and was right there during our Implementation phase to ensure that all went smoothly. I felt comfortable knowing I could ask questions and seek clarity, and she will always reply in a timely manner. I feel very grateful to have Katee in our corner, not just because her wealth of knowledge is incredible, but also because she is great person to work alongside too.”
Serena Francis - Business Manager for Emma McQueen
"Playbook construction was a real game-changer for us, improving our workflow and project clarity. Catalyst gave us a well-defined business structure and effective systems, with the result that our team has now become more organised and focused on the 'right' tasks. The insights from other leaders were absolutely invaluable throughout. Catalyst has been truly transformative for our growth and development as a team and business."
Georgie Phillips - Business Manager for Col Fink
“The Catalyst program has highlighted the necessity of documentation, clear and effective communication with my thought leaders. I've learnt the importance of ensuring every project has a timeline, as otherwise, it’s just an idea. One of the most significant changes has been improving our email management and not working from the inbox as much, which has led to better workload management. As a result, my space and mind are less cluttered. I now use my calendar for critical tasks and block time to complete reports or project tasks without critical deadlines. The program has also pushed me to think deeper and find more time to implement processes. Loving this so far—I wish I had a spare week without interruption to put everything into action!"
Chloe Henger - Business Manager for Fiona Robertson & Fleur Heazlewood
“Katee’s ability to make complex processes into seamless and integrated systems is invaluable. Her knowledge and experience across such a huge range of products and platforms means you always know you’ve got the most up to date and best practice information. Katee is extremely thorough from conception through to execution, and beyond. Ensuring both the customer experience and back-end management are given care and consideration. I would not hesitate to recommend Katee for support, consultation and implementation.”
“Meeting like-minded people facing similar challenges has shown me that we are not alone in the solo world.
The templates shared revolutionised my task management. Unexpectedly, I've gained a strong sense of community and even formed a productive partnership with another participant. While I'm still learning some tools, Catalyst's flexibility allows for gradual skill-building. Katee's leadership is outstanding, making me feel fortunate to participate. For those transitioning from corporate roles, Catalyst is invaluable in introducing essential platforms and tools for success in this field."
Kimberly Cotton - Chief of Staff for Chad Littlefield
“Katee’s awesome. I just have direction now. I was totally lost and didn't know what my thought leader wanted or needed. It's been amazing. There are hard decisions, especially with software, and it really depends on advice and direction that works practically. Like Katee says, it's custom to us, and we love it.”
Petrina Wornish - Business Manager for Katrina Bourke
"The Catalyst program has been a game-changer for me. The playbook design session taught me to focus on efficiency vs. effectiveness and be more conscious of the quality of my communications. The task management framework led to productive discussions about defining the brief and understanding the problem we're solving before jumping into tasks. Prioritising tasks based on urgency and importance has significantly impacted my productivity.
My thought leader has noticed a positive change in how I analyse and approach conversations. I'm now more focused on the big picture and understanding the 'why' behind our actions. The program has also helped me connect with others facing similar challenges, providing valuable insights and solutions. Hearing what works for others and why has saved me a lot of time. The wisdom shared in Catalyst is immensely helpful."
Rachael Van Rij - Business Manager for Stu Van Rij
“Catalyst transformed my work life! I've moved forward on stalled projects, gained clarity in decision-making, and tackled long-standing challenges. The supportive community and practical tools have streamlined my processes, freed up mental space, and empowered me to achieve tangible results. I'm more organised, confident, and excited about the future than ever before!"
Suzie Leyden - Business Manager for Tracey Ezard
“Katee is an absolute gun! Her guidance and solutions are practical and she makes you feel more relaxed about finance and projects that are usually very overwhelming!"
Dave & Bianca - Dave O’brien.com
touch base
I’d love to hear about what you’re looking to optimise in your practice or business. Look forward to meeting you on a call, or drop me an email;