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Structured Operational Support for Small Businesses & Wellness Practices

Running a service-based business requires more than expertise. It requires clear client flow, organized systems, consistent communication, and reliable backend structure.

When your admin starts competing with your client work, things slip, clients get missed, follow-ups pile up, and your systems stop supporting your growth.

 

I provide client flow, client care, and operational support for service-based businesses that need structure behind the scenes so everything runs more smoothly.

Support Options​

Client Flow & Systems Support (Foundational Setup)

 

Starting at $750 (one-time project)

 

For service providers who need their backend organized and simplified before scaling or improving consistency.

This focuses on setting up clear, functional systems that support your day-to-day client experience.

May include:

  • Client intake and inquiry flow setup

  • Booking and scheduling system organization

  • Client communication structure (messages, confirmations, follow-ups)

  • CRM cleanup and organization

  • SOP creation for repeatable processes

  • File and documentation organization

 

Ideal for: your business is running, but your systems feel messy, inconsistent, or reactive.

 
Client Flow & Client Care Systems Setup

 

Starting at $1,200 (one-time project)

 

For service providers who want a complete and structured client journey from inquiry to rebooking.

This is a full backend rebuild focused on both systems and client experience.

May include:

  • Full client journey mapping (inquiry → booking → onboarding → follow-up)

  • Client care messaging system (templates + structure)

  • Booking and scheduling system setup or cleanup

  • Intake forms and onboarding workflows

  • CRM setup and organization

  • Workflow and SOP development

  • Basic automation setup where applicable

 

This is for businesses that want their backend to feel clear, predictable, and easy to manage.

Ongoing Client Flow & Backend Support

 

Monthly support starting at $600/month

 

For service providers who want consistent support maintaining their systems and client communication.

This ensures your backend doesn’t fall apart after setup.

May include:

  • Inbox and client communication management

  • Appointment coordination and scheduling support

  • Client follow-ups and rebooking prompts

  • CRM updates and record management

  • Light workflow improvements

  • Ongoing system maintenance

Monthly retainers include a reserved block of support hours each month.
Unused hours do not roll over, ensuring availability is consistently reserved for your business.

Additional hours can be added if needed.

 

Designed to keep your client flow consistent, organized, and stress-free.

Advanced Systems & Operations Support

 

Monthly support starting at $1,500/month

 

For established service providers who need higher-level ongoing structure and oversight.

This includes deeper operational support across client systems and backend organization.

May include:

  • Systems monitoring and refinement

  • Workflow optimization and updates

  • Advanced client communication management

  • SOP maintenance and improvements

  • Multi-platform coordination

  • Administrative tracking and reporting support

  • Invoice and payment tracking support

 

Best suited for businesses with steady client flow who need structure to support growth.

Administrative Financial Support (Add-On or Standalone)

Starting at $350/month (add-on)
Standalone: $600/month

 

For service providers who need help staying organized financially within their existing systems.

 

This includes:

  • Invoice tracking and organization

  • Expense categorization

  • Receipt organization

  • Monthly financial admin cleanup

  • Preparation of records for accountant review

 

Note: This is administrative financial organization only. No tax filing or financial advising services are provided.

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Why Work With Me

 

I focus on clarity, communication, and systems that actually support your workload instead of adding to it.

  • Experienced in high-volume, client-facing environments

  • Strong focus on organization, communication, and workflow structure

  • Calm, consistent, and detail-oriented support style

  • Focused on reducing overwhelm and improving client experience

  • Builds systems designed for long-term use, not quick fixes

Ready to start?

"Katherine was a delight to work with! She is one of those rare individuals who communicates well and frequently, cares deeply about the quality of her work, and brings enthusiasm and intelligence to her role. Katherine took the initiative and didn't wait to be asked to complete tasks, often suggesting better ways to do things than I'd thought of myself. She was reliable, pleasant, and polite in every interaction. If you have the chance to work with Katherine, do so!" - Lee Aubert, Internet : Intelligence

Image by John Schnobrich
Trusted by care-based businesses to build organized, confidential, and sustainable backend systems.

Get in Touch

We’re always happy to help! Feel free to reach out with any questions about our services or if you need personalized assistance. We’re here to support you every step of the way.

Business Support Inquiry


All information shared is treated with discretion and confidentiality.


I respond personally within 1–2 business days.

Where is your client flow or backend currently breaking down?
When are you hoping to begin support?
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