Free up brain space,
time and money
I know you want a sustainable and profitable business that aligns with your energy. To achieve that, you need freedom and simplicity in your operations.
The problem is, your messy and reactive systems trap you in a constant cycle of worry.
I believe you can make a deep impact on the world without compromising your wellness or values.
It might seem easier to bury your head in the sand, which is why I'm here to help.
Here's how we do it: We’ll gain insights through my business diagnostic to get the clarity needed to implement new systems and processes that simplify your world.
Let's book a chat. In the meantime, check out the ways we can work together below.
I know you feel stuck because this isn't your expertise (that's why it's mine!). Let's create the freedom you're craving, both on your calendar and in your mind.
lets work together
operations overhaul
Together, 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.
client experience roadmap
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.
in-house coo
With consistent, ongoing operations support, I’ll become your in-house COO, your right hand person to help you expand - your revenue, your time, your energy, your brain space and your expertise.
We’ll primarily focus on simplifying and aligning your systems for maximal profit, while optimising your client experience roadmap for increased marketing presence and sales impact.
operations overhaul
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.
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You and your support team will individually review and assess eight critical 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 Zoom workshop, We'll discuss the insights from the diagnostic, and the opportunties 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.
Cost: $2,350AU plus GST for Australians
“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.”
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, 2.5 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 not just our CRM and business operations, but more importantly, where we wanted to take our business — and someone who could collaborate effectively with our team.
Katee was perfect for this role. She 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
in-house coo
With consistent, ongoing operations support, I’ll become your in-house COO, your right hand person to help you expand - your revenue, your time, your energy, your brain space and your expertise.
We’ll primarily focus on simplifying and aligning your systems for maximal profit, while optimising your client experience roadmap for increased marketing presence and sales impact.
Looking for your right hand person, to translate your ideas into seamless delivery?
the approach
Embark on a reflective, holistic review of your operations. Discover roadblocks, overlaps, and gaps as we align your current processes with your future vision.
Insight
Increase efficiency, productivity, and overall effectiveness—ensuring every interaction, both with your clients and backend systems, is more polished and impactful.
Innovation
Forge collaborative, aligned, and cohesive team structures and workflows, allowing you to focus on your core expertise without spreading yourself thin.
Integration
I'll navigate the intricacies, crafting streamlined systems for existing operations or launching your next big idea.
Implementation
clients I’ve worked with:
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![col fink]()
“If you're the primary strategist or ideas person in your business, I'll bet there are SO MANY things you would love to get done but don't have the time or the technical expertise to make it happen.
"If only I could ....", you say "my business would be flying".With Katee in your corner, now you can.
She possesses the perfect combination of cleverness (to understand exactly what you want to achieve), strategic insight (to know the most effective way of making it happen), and practical skills (to then turn that vision into a reality).
If your business is hamstrung (as mine was) by a lack of technical skills or operational ability, Katee is your solution. Get her into your business and rather than being frustrated by technology, you'll be empowered by it.
She's a top shelf human as well, so you get good vibes as well as rapid progress. Highly recommended.”Col Fink - Business mentor & coach
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![charlotte holden]()
"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 not just our CRM and business operations, but more importantly, where we wanted to take our business — and someone who could collaborate effectively with our team.
Katee was perfect for this role. She 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, Katie 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
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![digby scott]()
“Katee's essence is that she cares. Every conversation I have, Katee has been one where I feel like I'm at the centre of the conversation. And she is elevating me, she's lifting me, she's just listening to me. And isn't that what we all want. And I just love that. And as a result, the engagements felt productive, and useful, and we can get into flow. If you're wondering, should I work with Katee? Let's go with Yes.”
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![richard young]()
"While my IP and delivery were solid, I knew our operational systems needed refinement to scale effectively.
What makes Katee extraordinary is her comprehensive understanding of successful practices combined with her unique ability to operate on two levels simultaneously. She brings both the detailed ground-level execution and a strategic 'floodlight view' of how everything interconnects.
Within days of working together, she transformed our fragmented pieces – systems, collateral, IP, newsletters – into a cohesive, aligned ecosystem.
Her clear vision of what success looks like at a systems level, combined with her ability to execute the practical elements, created immediate and lasting impact for our practice. That dual perspective is what sets her apart."
Richard Young PhD - Performance expert, Mentor and Author.
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![robert bihar]()
“Katee didn't just identify what I needed from a support person – she helped me understand why I needed it.
When she explained that my ideal support person needed to be proactive, she connected it directly to protecting my energy. It was a paradigm shift.
She has this unique ability to articulate what's truly important to you and then show how the right support can amplify it.
This wasn't just about getting help; it was about strategically preserving my energy for what matters most. That realisation was transformative."
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![sharon dann]()
“In just six months, Katee transformed our chaotic backend, consolidating 15 disconnected platforms into a seamless, efficient system, relieving me of a massive mental load.
Asana, a tool she introduced, has been a game-changer, enabling me to manage long-term strategic projects effortlessly.
Despite my past struggles with admin tasks and people, Katee made the process easy and enjoyable. She's not just effective—she's a fantastic person to work with.”
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![mikayla whetton]()
“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.”
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![penny terry]()
"As our business was growing rapidly, we knew we needed more robust support in both people and platforms.
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. The mental load has reduced significantly, with our platforms now carrying the weight we used to hold in our minds.
What surprised me most was Katee's extensive pre-existing knowledge; she'd done so much of the thinking before we even started, allowing us to move straight to solutions without wasting time.
She didn't overcomplicate things – instead, she found that perfect balance of tools and support that freed up our time and headspace to focus on what we do best. It was such a relief to have that level of insight and experience guiding us."
Penny Terry - Speaker, Mentor, Trainer & Podcaster & Lucy Byrne - Facilitator & Trainer
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![dave obrien]()
“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!"
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![Mary Butler]()
“I recently engaged Katee to help me identify the best support I need for my practice.
Katee asked all the right questions, and helped me to narrow down to my specific requirements. She really is the expert in this space.
Katee continued to keep in contact, making sure we had fully closed loop and I had all the elements I needed in place. I would highly recommend Katee if you're thinking of a reset in your practice or you're just levelling up. And she's just great to work with!”
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![Sarah Hodges]()
“Katee is nothing short of a magic maker!
When investing in a coach or mentor, you know it’s time for change but what I didn’t expect was the deep impact my time with Katee would have on my confidence.
Not only did she help me gain clarity on a new direction in my business, Katee also helped me see the intrinsic value I offered my exisiting clients and my distinctive difference from my competitors.
The momentum our calls created was electric with people reaching out noticing the shift in gear in my business, congratulating me on my success and lining up for discovery calls. Three months we worked together and now I am on my way to build my dream.
I highly recommend Katee to anyone who wants action, change and transformation because you will get it in spades!”
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 any email;