A half-day deep dive to clean up the BS and tighten what matters most.

 This option is for you if...

• You’ve been “winging it” for a while, but it’s starting to show

• You’ve updated your pricing 5 times but still feel underpaid or overbooked

• Clients are ghosting, the leads feel meh, and the inquiries are slowing down

• You’re tired of duct-taping your process 

4-Week Coaching Container

You didn’t start this business just to stay up till 2AM answering emails. But somewhere along the way, the thing you loved started running you.

Booked & Balanced is for the creative who’s ready to get intentional. To rebuild smarter. To stop just getting by and start building a business that’s actually set up to support their life—not steamroll it.

This isn’t about hustle. It’s about clarity, consistency, and finally feeling like a CEO of your own creative brand. 

This container is customized to your needs, but here’s how it typically flows:

Week 1 – Audit & Align

• We’ll take inventory of what’s working, what’s not, and where the biggest leaks are.

• Review your pricing, offers, inquiries, and conversion data (if you have it—no shame if you don’t).

• You'll get a full business snapshot + first round of changes to implement immediately.

Week 2 – Build a Sales System That Converts

• Create or refine your sales process: follow-ups, mini closes, response timeframes, boundaries.

• Proposal confusion, and communication habits that lose you bookings.

• Create templates/scripts that actually sound like you.

Week 3 – Refine Your Client Journey

• Polish how people find, experience, and refer you.

• We'll look at brand messaging, inquiry forms, onboarding emails, and post-project follow-up.

• Simplify and elevate the experience—without turning into a robot.

Week 4 – Sustainability & Boundaries

• Look at your calendar, time blocks, and boundaries.

• Make smart, simple systems that keep things working when you're off the clock.

• You’ll leave with your next 90-day roadmap, so you’re not stuck wondering “now what?”

6+ month: Co-Build

This is for the creative pro who’s ready to stop operating on gut instinct, buried email threads, and outdated templates—and actually build a business that reflects their talent.

You’ve done this long enough to know what doesn’t work anymore. You want real structure. Real systems. A client experience that feels high-end without eating your whole life. And a brand that finally matches the caliber of your work.

This is a co-build. Together, we’re going to completely overhaul and elevate your business from the inside out.

This is 100% custom based on what needs to be done!  But here are some ideas...

Systems + Structure:

• Audit and rebuild your entire sales process (inquiry → follow-up → close)

• Configure or clean up your CRM with workflows, email automations, and task tracking

• Set up a clean, consistent pipeline with custom touchpoints

Client Experience:

• Map out every stage of your client journey (from inquiry to offboarding)

• Write (or refine) all your core emails, confirmations, guides, proposals, and collateral

• Align your offers, pricing, and proposals so they’re clear, strategic, and profitable

Brand + Messaging:

• Audit and refresh your website copy and sales pages

• Clarify your voice, niche, and selling points (we’ll make you sound like you, but clearer and more confident)

• Align your visuals, sales language, and client flow so they actually match

Mindset + Strategy:

• Work through sales habits, boundary-setting, visibility, and burnout prevention

• Create a strategy for staying top of mind with vendors, venues, and past clients

• Put a long-term lead gen + marketing plan in place (not just one-off posts)