Take Your Business From Scattered to Streamlined with Systems & Processes
For Improved Task and Client Management with Systems & Processes That Save You Time!
Hi I’m Samantha,
Over the years, I have had the pleasure of serving coaches, consultants and service providers. Being a Virtual Assistant has allowed me to gain experience and knowledge in systems to automate tasks, refining admin processes for efficiency and client management for a smooth and consistent onboarding of clients into a service.
My goal is to continue to help business owners implement systems and processes in their business to help them improve their task management, client management and onboarding process for the offers.
When I am not at my desk, you can find me curled up on the couch watching reality TV with a glass of red wine alongside my kitty and my other half!
and I know all about what you’re going through. You are an online business owner who is passionate, hardworking and is an expert in your field.
But you are running your business off of post-it notes, with no systems or processes in place, no consistency in your client onboarding, and you start your day having no idea what you need to do first!
I started freelancing in 2018 as a Virtual Assistant while travelling the world as an extra income. Little did I know it would turn into a career and full-time business.
Stay Updated With System Tips and Tricks:
The Productivity Shop
The go-to place for essential templates you need to save you time with your client and task management, and ease the frustration with setting up systems!
Check out the most popular templates below!
This Asana Templates for Service-Based Business: Mega Bundle comes with done-for-you Asana templates that I have used will ALL of my clients and will allow you to optimize your Asana project management software like you have been wanting to!
Streamline your client communication and elevate your online service business with this comprehensive collection of email templates. Perfect for virtual assistants, online business managers, copywriters, web designers, and more, these ready-to-use templates ensure crystal-clear communication with clients. Easily upload them to your CRM software, such as Dubsado or Honeybook, or use them manually to deliver exceptional services. Make your inbox work for you and boost your professionalism with these versatile templates.
This Client Welcome Pack Template designed specifically for Canva is perfect for service-based business owners, from virtual assistants to life, mindset, and fitness coaches. It's your all-in-one solution to kickstart your client relationships on the right foot.
Our Welcome Pack Template is a fully customizable Canva template built to allow you to streamline your onboarding process. When a new client comes on board, you want them to feel valued, informed, and ready to embark on this journey with you. This template ensures that all key details are laid out visually appealingly and professionally.
Introducing the ultimate Asana Project Board Content Planner Template Bundle tailored for business owners creating their own content, or social media managers! This Asana Template Bundle is your key to staying organized and on top of every content planning task, along with mapping out your content calendar. Whether you're juggling content creation tasks, ensuring collaboration duties are done, or trying to map out when to post your content to the world these templates have got you covered.
Digital Templates Featured in…
Services Offered
Virtual Assistant
Get some of those tasks off your plate, including Social Media content creation!
Dubsado Set Up
Streamline your client onboarding with a Dubsado Specialist
Asana Set Up
Have a central hub to run your business tasks from!
Download a Service Guide to find out more details
In this guide, you will find my current rates and a link to book a Discovery Call to see if we are a good fit!
Here is What Past Clients Had to Say…
“Sam has been responsible for most of the background tech. She’s managed funnels, built and updated my course platforms and handled much of my CRM set up. She has taken initiative and fixed things before I’ve flagged them, which I appreciate. Sam and I are on different timezones, but she replies promptly to messages when back online - she’s always communicated clearly and well in advance before any scheduled absence and I find her to be a very easy person to work with.”
Stephanie, By the Way Creative
“When I first found out about Dubsado I just knew I needed this in my life and business in order to streamline processes, save time, improve the client journey and when I had a call with Sam I was SO excited! She literally set up everything so beautifully and went through it in detail, since working with her there have been times when I was unsure of certain things and she talked me through them, I would highly recommend working with her, it's honestly one of the BEST investments I have made in my biz, she is so friendly, knowledgeable efficient and simply AMAZING! Everyone needs a Sam in their life!”
