customer journey automation

✴︎

customer journey automation

✴︎

customer journey automation

✴︎

customer journey automation

✴︎

customer journey automation

✴︎

customer journey automation

✴︎

customer journey automation

✴︎

I design intentional, automated CRM systems that take admin off your plate. From first inquiry to testimonial, you will leave with a seamless, polished, and unmistakably on-brand tech setup.

Take your client process from "hanging by a thread" to streamlined and scalable

You're not overwhelmed because you're bad at business. You're overwhelmed because you're doing everything manually.

Your clients want you—but can your systems keep up?

The good news? Clients are coming. The bad news? Without an automated, well-designed client journey, you’re leaving money on the table and cutting your earning potential in half.

If opening your laptop feels like a game of "Where’s Inbox Zero", booking turns into a back-and-forth marathon, and your polished brand doesn’t match the mess behind the scenes—you’re losing clients, time, and income.

I can fix the backend chaos so you can finally show up like the pro you are, earn more money, and focus on what you actually love.

"11/10 recommend Caitlyn with System & Strategy!! She is such a gem to work with; her responses are quick and effective, + she absolutely knows her stuff!! She will make sure any and all workflows work best for you and your business. She not only made sure my workflow was a perfect fit for me but easy and professional for my clients!! Book her, you will not go wrong!! I'm so thankful I hired her! She is hands down the best!!"

Testimonial

I’m a mom of three running a business at the same time. So believe me, I get what it’s like to feel pulled in every direction while trying to stay on top of client communication and admin work.

Years ago, I was a professional photographer who went from loving every minute of it to feeling trapped by admin chaos. There wasn’t a clear solution back then, and I had to shut it all down because I simply couldn’t do it all.

The silver lining? That experience led me here—helping creative entrepreneurs avoid burnout. Running a business shouldn’t mean losing sight of why you started in the first place.

It all started with my camera...

Hey, I'm Caitlyn

Whether it's solving a tech issue, optimizing your current setups, or refining your client experience, this 60-minute live coaching session is all about impact. I’ll get laser-focused on what’s holding your business back and fix it fast.

*Available for Honeybook

Impact Hour

done with you service

A total transformation and setup in a week dedicated to just YOU and your business. Customized workflows, branded templates, and automation built out by yours truly to wow your clients and free you from the daily grind.

*Available for Honeybook

VIP Week

Done For You Service

how we can work together

Keeping Things Simple

Testimonial

"Caitlyn is the strategic mind I didn’t know I needed to really optimize HoneyBook to work for me! Not only did she introduce me to new features and automations, but also saved me money on other apps that could be done through HoneyBook! She is the BEST - hire her yesterday!"

Testimonial

Time back means sipping coffee while it’s still hot or picking up a hobby you’ve been “meaning to start.”

My setup speed? Let’s just say I talk fast—and I work even quicker.

I promise not to judge you for how messy your digital workspace is (we’ve all been there).

streamlining your client experience without sacrificing client connection

is just one way working Lauches your biz forward

I've got you! I am going to give you a rundown of all the benefits of incorporating systems and strategy into your business. Get ready, because there are a lot.


customer journey automation is a must

If you are still thinking about if you need the tech implemented today

improved client experience and satisfaction

A consistent client experience builds trust, leads to glowing reviews, referrals, and more money in your pocket.

Client Experience Breakdown
  • Consistency: Clients receive timely, professional communications every step of the way.
  • Ease of Use: Automated schedulers and payment plans simplify their journey.
  • Personal Touch: Custom questionnaires and email templates ensure each interaction feels personalized without requiring extra effort from you.

Boost Long-Term Financial Stability

Streamlining your systems creates predictable income—No more chasing payments and money-making opportunities!

Predictable Income Breakdown
  • Automating Payment Plans: Clients are billed on schedule without manual follow-up.
  • Improving Conversion Rates: Professional proposals and responsive communication help turn inquiries into bookings.
  • Reducing Missed Opportunities: Automated follow-ups ensure no lead falls through the cracks.

Expert Guidance and maximum efficiency

With my comprehensive approach, you’ll have a system that supports you now and adapts to future growth.

Future Business Breakdown
  • Strategy and Training: I map your workflow and provide training videos to help you manage your system confidently.
  • Automated Workflows: Ensures timely, consistent client interactions that can adapt as your biz grows.
  • Custom Templates: Emails, proposals, contracts, and forms designed to reflect your brand and business details.

I know what you’re thinking: “Can’t I just Google this?” Sure. But here’s the thing—your business isn’t "one size fits all," and neither are your systems. Whether you’re ready for a quick win with the Impact Hour or a full business transformation with the VIP Week, one thing’s for sure: your future self will thank you.

if you have made it this far on my website

It means we should definitely work together!