BEHIND THE SYSTEMS

Client Case Studies

BEHIND THE SYSTEMS

Case Studies

NICOLE

nia

PHOEBE

the automagic IRL

 I'm here to help you build the digital empire of your dreams and to take over the world, one launch, automation, or funnel at a time.  

kori

kori whitby

From solopreneur to CEO of the show.

When Kori set out to add an OBM to her team, she had a very clear vision of what she wanted her life and business to look like. Instead of feeling like she was creating a business that replicated the 9-5 she purposefully left behind, she wanted to write copy for her clients while creating total time freedom for herself. 

Knowing she couldn’t do that on her own, Kori brought me onto her team.

Conversion Copywriter

THE PROCESS:

THE RESULTS:

  • Handed all backend aspects of her business (including client coordination, reschedules, and managing tech systems) off to me.
  • Launched her very first live group program together with all backend automations built out by me.
  • Officially launched her copy resource template shop with backend systems created by me.

In trusting me to be a reliable silent partner in her business, Kori only has to show up for the things that she loves doing. She gets to write copy for her clients, show up on social media, and make connections freely knowing that everything else in her business is handled. And the best part, we've been able to launch her first ever live group program and her copy resource template shop because she finally had the time to work on her business ideas instead of daydreaming about them.  

IN kori'S WORDS:

"Cassie honestly saved my life (and my sanity) more times than I can count. Throughout a period of learning, growing, and doing a lot of things that I've never done before, Cassie was by my side to tell me a) it was going to be okay, and b) get shit done. She is professional to her core, and I trust her blindly with my business. When it comes to systems, operations, client management, it doesn't get any better than Cassie. She helped me to organize all the wild thoughts in my brain, laid things out super clearly for me, and was an integral part of launching my course. I would recommend Cassie to ANYONE who needs a badass sidekick to help organize their type-B thoughts into type-A action." 


GO BACK 

NIA CARRILLO

From spinning her wheels, to her most successful launch of all time.

There’s no arguing that Nia’s work is incredibly impactful and influential in the lives of her clients. As a spiritual healer and nutritionist, she helps people heal their relationship with their body, their inner child, and food. After quickly becoming burnt out and overwhelmed with offering 1:1 services, Nia decided to launch a group offer that would help her serve her impact to the masses of people in her audience who needed it.

Nia approached me at a super vulnerable point in her launch process–she had an idea for a group program, but no idea how to turn it from a dream to an actual program that her audience would love. More than that, she was missing the fundamental tech elements to support her launch process.

Mind-Body Nutritionist/Coach

THE PROCESS:

THE RESULTS:

  • Mapped out a launch plan, complete with deadlines.
  • Used market and competitor research to inform the contents of the program.
  • Created the sales page & checkout page.
  • Scheduled, designed, and segmented email campaigns
  • Automated the client onboarding process.
  • Supported her during the inevitable emotional rollercoaster of launching a new offer.

Nia had the best launch of all time in her business, making her investment into my services back more than ten times.

IN NIA'S WORDS:

“You are super dependable, go above and beyond, and I felt like I could trust you from day one. That's huge for me because there's a lot of phonies out there.
I've really enjoyed working with Cassie and having her strong Taurean/MG energy in my business. She has proven to be so dependable, trustworthy, and very PATIENT when there's resistance (on my end) to the many shifts/structures we've implemented. I'm so grateful to have her expertise with all things streamlining/systems/scaling.”

GO BACK 

NICOLE NIXON

No longer being held back by shoddy systems.

Nicole is a brand and website designer who helps salon owners and stylists stand out in a busy industry. While, on the surface, her business oozes cool girl vibes, there were some nefarious DIY business systems lurking beneath the surface and keeping her from scaling her business the way she wanted to. 

Nicole was paying for more platforms than she needed to, bouncing from system to system in order to onboard clients, and always one wrong move away from something important slipping through the cracks. She was so busy running her business that she didn’t have the time to scale the way she wanted to. 

Brand & Website Designer

THE PROCESS:

THE RESULTS:

  • Consolidated her multi-platform client experience into one streamlined Dubsado setup
  • Updated all of her canned emails
  • Built out a high-touch client portal
  • Set up a Flodesk account complete with workflows and automations

Nicole barely has to lift a finger to take a client from application to onboarding, meaning she has more time to focus on her client work, and adding elements like email marketing that she simply didn’t have time for before.

IN nicole'S WORDS:

“BOOK CASSIE RIGHT F*CKING NOW. 
Guys I mean it when I say this girl is someone you want on your team. Cassie has been so instrumental in helping me build out the back end of my business and has made it SO EASY. The process is simple, she gets shit done fast, and it's perfect every time. I cannot say enough great things about her and her work. 10/10”


GO BACK 

PHOEBE NEUMAN

Taking a birds-eye view of her business.

When Phoebe found me, she was on the brink of burnout every single day, working 6-7 days per week, and completely capped with client work. She knew that she wanted to scale her business to an agency model, but had no free time to master the tools she needed to make that happen.

She wanted a thriving business, but what she had was a workload that was drowning her ambitions.


Content & Copywriting Agency Founder

THE PROCESS:

THE RESULTS:

  • Built a personalized ClickUp project management portal to help Phoebe and her team stay on top of both their client work and their internal business tasks.
  • Automated aspects of her client experience that had been causing her major anxiety.

Phoebe was able to step away from the granular tasks of her business and look at it from a bird’s eye view. No longer held up in the day to day, drowning in work, and consumed by anxiety, Phoebe now has a system that she can bring team members into to delegate her workload and make moves like a real CEO.

IN phoebe'S WORDS:

“Cassie is a systems wizard! In the past, I've struggled to have project managers understand the nuances of my workflow and processes and the systems they built as a result only slowed me down. That was absolutely not the case with Cassie! I was so impressed at how quickly she got up to speed with my business and am so grateful she was able to help me streamline my unwieldy process into something more manageable.”



GO BACK 

the automagic irl

 I'm here to help you build the digital empire of your dreams and to take over the world, one launch, automation, or funnel at a time.  

NICOLE NIXON

No longer being held back by shoddy systems.

Nicole is a brand and website designer who helps salon owners and stylists stand out in a busy industry. While, on the surface, her business oozes cool girl vibes, there were some nefarious DIY business systems lurking beneath the surface and keeping her from scaling her business the way she wanted to. 

Nicole was paying for more platforms than she needed to, bouncing from system to system in order to onboard clients, and always one wrong move away from something important slipping through the cracks. She was so busy running her business that she didn’t have the time to scale the way she wanted to. 


Brand & Website Designer

THE PROCESS:

THE RESULTS:

  • Consolidated her multi-platform client experience into one streamlined Dubsado setup
  • Updated all of her canned emails
  • Built out a high-touch client portal
  • Set up a Flodesk account complete with workflows and automation.

Nicole barely has to lift a finger to take a client from application to onboarding, meaning she has more time to focus on her client work, and adding elements like email marketing that she simply didn’t have time for before.

IN NICOLE'S WORDS:

“BOOK CASSIE RIGHT F*CKING NOW. 

Guys I mean it when I say this girl is someone you want on your team. Cassie has been so instrumental in helping me build out the back end of my business and has made it SO EASY. The process is simple, she gets shit done fast, and it's perfect every time. I cannot say enough great things about her and her work. 10/10”


kori whitby

From solopreneur to CEO of the show.

When Kori set out to add an OBM to her team, she had a very clear vision of what she wanted her life and business to look like. Instead of feeling like she was creating a business that replicated the 9-5 she purposefully left behind, she wanted to write copy for her clients while creating total time freedom for herself. 

Knowing she couldn’t do that on her own, Kori brought me onto her team.



Conversion Copywriter

THE PROCESS:

THE RESULTS:

  • Handed all backend aspects of her business (including client coordination, reschedules, and managing tech systems) off to me.
  • Launched her very first live group program together with all backend automations built out by me.
  • Officially launched her copy resource template shop with backend systems created by me.

In trusting me to be a reliable silent partner in her business, Kori only has to show up for the things that she loves doing. She gets to write copy for her clients, show up on social media, and make connections freely knowing that everything else in her business is handled. And the best part, we've been able to launch her first ever live group program and her copy resource template shop because she finally had the time to work on her business ideas instead of daydreaming about them.  

IN KORI'S WORDS:

"Cassie honestly saved my life (and my sanity) more times than I can count. Throughout a period of learning, growing, and doing a lot of things that I've never done before, Cassie was by my side to tell me a) it was going to be okay, and b) get shit done. She is professional to her core, and I trust her blindly with my business. When it comes to systems, operations, client management, it doesn't get any better than Cassie. She helped me to organize all the wild thoughts in my brain, laid things out super clearly for me, and was an integral part of launching my course. I would recommend Cassie to ANYONE who needs a badass sidekick to help organize their type-B thoughts into type-A action." 

NIA CARRILLO

From spinning her wheels, to her most successful launch of all time.

There’s no arguing that Nia’s work is incredibly impactful and influential in the lives of her clients. As a spiritual healer and nutritionist, she helps people heal their relationship with their body, their inner child, and food. After quickly becoming burnt out and overwhelmed with offering 1:1 services, Nia decided to launch a group offer that would help her serve her impact to the masses of people in her audience who needed it.

Nia approached me at a super vulnerable point in her launch process–she had an idea for a group program, but no idea how to turn it from a dream to an actual program that her audience would love. More than that, she was missing the fundamental tech elements to support her launch process.

Mind-Body Nutritionist/Coach

THE PROCESS:

THE RESULTS:

  • Mapped out a launch plan, complete with deadlines.
  • Used market and competitor research to inform the contents of the program.
  • Created the sales page & checkout page.
  • Scheduled, designed, and segmented email campaigns
  • Automated the client onboarding process.
  • Supported her during the inevitable emotional rollercoaster of launching a new offer.

Nia had the best launch of all time in her business, making her investment into my services back more than ten times.

IN NIA'S WORDS:

“Cassie is super dependable, goes above and beyond, and I felt like I could trust her from day one. That's huge for me because there's a lot of phonies out there.
I've really enjoyed working with Cassie and having her strong Taurean/MG energy in my business. She has proven to be so dependable, trustworthy, and very PATIENT when there's resistance (on my end) to the many shifts/structures we've implemented. I'm so grateful to have her expertise with all things streamlining/systems/scaling.”

PHOEBE NEUMAN

Taking a birds-eye view of her business.

When Phoebe found me, she was on the brink of burnout every single day, working 6-7 days per week, and completely capped with client work. She knew that she wanted to scale her business to an agency model, but had no free time to master the tools she needed to make that happen.

She wanted a thriving business, but what she had was a workload that was drowning her ambitions.


Content & Copywriting Agency Founder

THE PROCESS:

THE RESULTS:

  • Built a personalized ClickUp project management portal to help Phoebe and her team stay on top of both their client work and their internal business tasks.
  • Automated aspects of her client experience that had been causing her major anxiety.

Phoebe was able to step away from the granular tasks of her business and look at it from a bird’s eye view. No longer held up in the day to day, drowning in work, and consumed by anxiety, Phoebe now has a system that she can bring team members into to delegate her workload and make moves like a real CEO.

IN NIA'S WORDS:

“Cassie is a systems wizard! In the past, I've struggled to have project managers understand the nuances of my workflow and processes and the systems they built as a result only slowed me down. That was absolutely not the case with Cassie! I was so impressed at how quickly she got up to speed with my business and am so grateful she was able to help me streamline my unwieldy process into something more manageable.”



BRAND & WEBSITE BY ITSNICOLENIXON.COM / COPY BY bykoriwhitby.com / PHOTOGRAPHY BY camrynclair.com