New · Tools & Tech Checkup
Your business shouldn't need you to remember everything.
I look at the tools and tech you use for leads, follow-up, onboarding and payments, and show you exactly what to fix first.
Only 3 spots per month
Report in 5 business days
Sample report
Your Checkup report
Keeping track of leads0/5
Follow-up0/5
Getting clients started0/5
Getting paid0/5
Bringing new people in0/5
Fix first: automatic follow-up for leads who go quiet.
ONLY$199
- 5 areas reviewed
- Ranked fix list
- ~20 minutes of your time
- Dubsado Specialist & GoHighLevel Expert.
Sound familiar?
Burnout is not your friend. Neither is doing everything by hand.
When a lead goes quiet, you’re the one who has to remember to follow up.
Client info lives in your inbox, your phone, or your memory.
Every new client means sending the same emails and forms one by one.
You’ve sent the awkward “just checking in on this invoice” message. More than once.
New clients mostly come from referrals, because nothing else brings them in.
You pay for tools you barely open, and none of them talk to each other.
You’re not doing anything wrong. Your business just wasn’t set up to run without you. The Checkup shows you where.
What I look at
From "I'm interested" to "you're paid."
Five parts of your business, reviewed in your real setup, not a guess.
01
Keeping track of leads
Where your leads and clients live, and what’s getting lost.
02
Follow-up
What happens when someone goes quiet, and who has to make it happen.
03
Getting clients started
How much you do by hand when a new client signs.
04
Getting paid
How invoices go out, and how you find out someone hasn’t paid.
05
Bringing new people in
Whether anything besides referrals brings people to you.
What you get
One report. A clear next step.
No 40-page binder. Just what’s working, what isn’t, and what to do about it this month.
A rating for each area
See at a glance what's working and what isn't.
A ranked fix list
What to fix first, second and third, and why.
Your #1 fix, spelled out
The steps to do it yourself, or what it would take for me to do it for you.
Your ranked fix list
Automatic follow-up for leads who go quiet
High impact · ~2 hrs
Invoice reminders that send themselves
High impact · ~1 hr
One home for every lead and client
Medium impact · ~3 hrs
How it works
Three steps. About 20 minutes of your time.
01
1 min
Book your Checkup
Grab one of this month’s 3 spots for $199.
02
10–15 min
Show me your setup
Fill out a short questionnaire and send a quick screen recording of how a new lead becomes a paying client.
03
0 min
Get your report
Within 5 business days of getting your questionnaire and recording, your report lands in your inbox.
Hi, I'm Danielle
I help service businesses go from overwhelmed to overjoyed.
I’ve been exactly where you are. From a demanding professional career to building my own business as a virtual assistant, I’ve learned how efficiency, automation, and reliable systems make all the difference.
Now, I help solopreneurs eliminate manual bottlenecks, streamline workflows, and build systems that scale. My goal is to help you reclaim your time, grow your profit, and enjoy the business you’ve built — with smart systems that work for you, not against you.
Just so we’re clear: this isn’t business coaching, and I won’t review your offers or pricing. I look at the tools and steps behind your business.
“Danielle has been a LIFESAVER to my business! She completely built my backend systems and automations, allowing me to focus on serving clients and growing revenue. From SOPs to email marketing and project management, she’s helped me streamline everything. What I love most is that she’s always two steps ahead. I would HANDS DOWN recommend Danielle to any entrepreneur ready to take their business to the next level!”
Erica
Not sure where you stand yet?
Take the free Operations Breakthrough Quiz first. It takes a couple of minutes and shows how much of your business still runs through you.
Questions
A clear, written report — not a 40-page binder. You’ll get a rating for each of the five areas (keeping track of leads, follow-up, getting clients started, getting paid, and bringing new people in), a ranked list of what to fix, and your #1 fix pinpointed so you know exactly where to start.
About 20 minutes, total. You’ll fill out a short questionnaire and send me a quick screen recording of how a new lead becomes a paying client. That’s it — I take it from there.
Because I review your real setup, not a guess. Watching how things actually flow — where leads land, what’s manual, where things stall — is how I spot the bottlenecks you stop seeing when you’re in it every day.
Within five business days of receiving your questionnaire and recording.
The Checkup is the diagnosis — it tells you exactly what’s costing you time and money and what to fix first. Putting the fixes in place is a separate step: you can run with the plan yourself, or we can go deeper together on your #1 fix in a focused strategy session.
Whatever you’ve already got. The Checkup looks at your actual tools and tech — not one specific platform — so it works whether your setup is polished, pieced together, or barely holding on.
No. I’m not here to rework your offers, your pricing, or your marketing. This is about your operations — the tools and systems behind your leads, follow-up, onboarding, and payments — so they run without you holding it all together by hand.
Service-based business owners who are still doing too much by hand — chasing leads, following up, onboarding, invoicing — and know their systems could be working harder than they are.
No — all sales are final. The moment you send your questionnaire and recording, I start digging into your real setup and building your report, so the work is already underway. If anything in your report is unclear, just reach out and I’ll walk you through it.
Questions
What exactly do I get?
A clear, written report — not a 40-page binder. You’ll get a rating for each of the five areas (keeping track of leads, follow-up, getting clients started, getting paid, and bringing new people in), a ranked list of what to fix, and your #1 fix pinpointed so you know exactly where to start.
How much of my time does this take?
About 20 minutes, total. You’ll fill out a short questionnaire and send me a quick screen recording of how a new lead becomes a paying client. That’s it — I take it from there.
Why do you need a screen recording?
Because I review your real setup, not a guess. Watching how things actually flow — where leads land, what’s manual, where things stall — is how I spot the bottlenecks you stop seeing when you’re in it every day.
How soon will I get my report?
Within five business days of receiving your questionnaire and recording.
Do you fix everything during the Checkup?
The Checkup is the diagnosis — it tells you exactly what’s costing you time and money and what to fix first. Putting the fixes in place is a separate step: you can run with the plan yourself, or we can go deeper together on your #1 fix in a focused strategy session.
What tools do I need to be using?
Whatever you’ve already got. The Checkup looks at your actual tools and tech — not one specific platform — so it works whether your setup is polished, pieced together, or barely holding on.
Is this business coaching?
No. I’m not here to rework your offers, your pricing, or your marketing. This is about your operations — the tools and systems behind your leads, follow-up, onboarding, and payments — so they run without you holding it all together by hand.
Who is this for?
Service-based business owners who are still doing too much by hand — chasing leads, following up, onboarding, invoicing — and know their systems could be working harder than they are.
Do you offer refunds?
No — all sales are final. The moment you send your questionnaire and recording, I start digging into your real setup and building your report, so the work is already underway. If anything in your report is unclear, just reach out and I’ll walk you through it.
Find out what to fix first.
$199
Report within 5 business days · Only 3 spots a month · No refunds
Only 3 Spots Per Month