Netflix would be disappointed
Project Autopilot
Professional from start to finish.
No drama.
Your Good Problem:
You're managing many projects (and many people). Things are falling through the cracks. It's all too much.
STOP THE CRACKS AND AUTOMATEGrowing pains hurt the worst in project management
You're a small
business
You have an influx of new client work.
And that’s a GOOD thing.
But... it’s A LOT. And it’s all on you. Maybe you have a “team.” (Read: people who keep peppering you with questions. 🙈) You know you can’t grow like this. As it is, you're swamped — one or two sick days can topple this entire house of cards.
You're suddenly a mid-sized business
Seems like yesterday you were a 2-3 person team… And today you’re a team of 10.
You have entry-level employees turned managers. Part-time-contractors-turned employees. And no cohesive system where all of these well-meaning, energetic people to rally around and get work done. Instead, it's "Where do I find this?" and "Who knows about that?"
You WANT to onboard new clients with confidence and manage every project seamlessly.
But the status quo isn’t going to work at scale.
What you might be using right now:
Trello
Toggl
Click Up
Google Docs
Slack
What that looks like:
Slack
#client-Alan-Barton: Have we sent the files for graphic design yet?
Trello
You have been assigned a task
Gmail
New email
Was Max Staff onboarding done?
When?
When did we last update the client?
What else do we need from the client?
Where can we find the latest file?
YouTube
Your recording has been uploaded
Google Calendar
Albert kickoff call
12:30pm-1:30pm
You wish there was one clear project management solution
where everyone can find everything.
Get the right tool for your modus operandi
Tune out the online chatter “SOS: ClickUp vs Monday vs Asana?!?!?!” and focus on tools that are soulmates for the way YOU do things.
Integrate everything
Have your PM tool talk to everything else, so folders, emails, and invoicing all go with the flow. (Sounds like magic? I’ve done this for 15+ clients. It’s not magic.)
Save on human salaries
Pay less for tedious, repetitive work, and only pay for higher-level performance tasks that actually require human decision-making. Prevent details from “falling through the cracks” due to human error.
Systems to save time and work
Irit was amazing in helping us set up systems to save time and work. She was so easy to work with and custom designed a great system for our non profit.
Ella Steinmetz, DOO @ Gelt Charitable Foundation
How it works
1. Plan it
1-2 HOURS
Untangle the project process
I talk you through your process, untangling every task and interdependency. We get very granular about this.
Delegate time & team members
We assign a "time budget" and team member to each task in the process.
Get everything documented
You get a project workflow document, detailing your entire process and the tech you will be using to manage it.
2. Get a tech stack
UP TO 3 SESSIONS
Get done-for-you set up
One phase at a time, I set up your tech and show you how to use it — and you try it out yourself to get a feel for how it works.
Refine each step
As I walk you through the parts of your tech stack, we refine it together to meet your needs
Complete the stack
We finalize your tech stack and update your workflow document so everything is clearly spelled out.
3. Test & tweak it
UP TO 3 SESSIONS
Use it for real
Sit down every morning in front of ONE source of truth. Use your new workflow system with real projects.
Get support
I'm here to soften the learning curve. Shoot me questions. I'll answer, and send walkthrough videos if you need them.
Achieve mastery
By the time we wrap things up, you'll be ready and automated, for any leads that come your way (and I hope there will be a lot)!
Pricing starts at $5,600
Pricing varies based on scope. Includes email support
for 30 days after setuP
Why trust me with this?
I've put projects on autopilot for brands from all of these industries:
Brand Strategy
Architecture
Copywriting
Recruitment
Translation
Real Estate
Shipping
E-Commerce
These brands auto-piloted projects with me together
Pssst! I actually don't take the credit for these things.
These people did all the hard work of building their business to the point of being ready to scale. I just helped them over the next hump.
Let's Compare
How much difference does automation really make?
The Nay Way
Let things fall through the cracks
because each arm of your business doesn’t know what the other is doing
Underwhelm your clients
You’re too busy putting out fires to give them the VIP treatment you usually provide
Limit your client roster, just to play it safe
Stick to the old, disorganized way of doing things. Keep everything dependant on you. Keep answering “What should I do–?” questions from your team, and don’t take on more clients because you know your team simply can’t manage it.
KEEP DOING THINGS THIS WAY
The Yay! Way
Liberate yourself and every team member to do their job exceptionally — with a system that perfectly aligns with your company strengths
It's still YOUR way. Just faster, smarter, and less manual.
Give clients the impression of a sleek, efficient, well-run business from the moment they reach out to you and onward.
TLC can be automated! Make clients feel cared for without trying so hard.
Confidently grow your team and delegate tasks, knowing your staff is empowered to work autonomously.
Eliminate the need for frequent check-ins and repeated instructions.
Automate Project WorkflowBut the initial planning stage sounds so tedious. Figuring out exactly what needs to happen is going to hurt my brain.
That strategy step is my absolute FAVORITE!!! It is where the magic happens. (And it hurts your brain a lot less when you do it with me, instead of all by your lonesome.)
But I wouldn’t even know where to start with automation.
Right. That’s why you work with me. I know exactly where to start. 😂
But I hate comparing software! What a time suck.
Great! I already did that for you. 🙌🏻
But I know myself. The minute I finish an automation I’m going to want to change things.
And if you never set one up… you won’t want to change things? 🤔 Better to automate and tweak than never automate at all.
But what if it doesn’t work the way I thought it would?
No worries! We’re prepared for that. We allow time for the entire setup to evolve and we tweak it as we go along. It's a standard part of the process for a reason.
But setup is HARD.
I’d venture to say that no setup is harder. 😁 And it’s a lot easier when I’m doing the setup for you — which I do. That’s kind of the whole point.
But there are SO many tech choices and SO many online reviews.
I’ve done my own research and tried every recommended tool myself. So you don’t need to go by what some generic blog post says. You don't even need to read any of those bogus online “tech guides.” Ever again.
But my process is way too custom to each client! I can’t imagine how it could be automated.
Automation can be a PART of a process or workflow. Not just for repetitive tasks, but also for dynamic processes. You can personalize automation. (Like in this case study.)
But I have no time to set up automations! I’m too busy chasing my tail!
Obviously, no one will force you to make time to processify and automate. BUT the sooner you do this, the sooner you stop chasing your tail and free up hours in which you can take on more clients. You’ll also have time to develop more evergreen products that can help your bottom line while you're enjoying more “relaxed” time. (I know. You never really relax.)
But I don't want all of my employees to be able to access everything.
We can set it up in a way that only people with permission have access to the things you want to keep protected. You'll be able to customize permission settings for each team member, giving you full control to protect the privacy of some information.
But I need a client portal. Can you set that up for me?
Yes! I can set up a client portal — and give you control over who has access to elements in it.
Fabulous praise
from friendly clients
More time back with my loved ones, thousands of dollars saved in work time, and no headaches trying to set all of this up myself!
Alex B. Sheridan
So much technical know-how and yet explains everything so clearly even to those 'technically challenged'
Chaya Miller
The Zapier whisperer... she clearly knows the ins and outs of that software.
Curt Sassak
A to Z service, including a detailed summary of our sessions, as well as suggestions for improvement.
Noa Meir
Free Whizdom
for automating project management
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FEATURED
7 Positive Red Flags for Client Engagement and Business Growth
Whilst red flags are often associated with negative and caution, here are 7 good red flags that I look for when I'm on a call with a potential client that indicate to me that they’re going to be a good client
Business Development
Sales Pipeline
FEATURED
What makes automation work?
We all want our lives made easier right? Automation makes everything so much easier, But is it really worth the investment? What makes it actually work?
Business Development
Automations
Tools & Integrations
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FEATURED
Templates make life easier - or at least your sales calls
You’ve set up a meeting with a new prospect YAY! Your scheduling tools send them a reminder an hour before and maybe even 10 minutes before. You get on the zoom call. Nothing, Nada, crickets!
