Ditch the Tech Overwhelm
Tailored solutions that build your brand, saves you time, & increases your revenue
Your time is better spent building relationships and closing deals, not wrestling with spreadsheets and clunky systems.
Take your client experience from ‘meh’ to memorable with a bit of S.A.S.S.
Simplify
Automate
Streamline
Succeed
Hey, I'm Julie! With a lifetime of experience working in tech, I've seen how tech headaches can derail even the most driven independent professionals. I'm here to simplify your systems so you can focus on what you do best, standing out and growing your business!
Ready to bring some S.A.S.S. to your business?
Your CRM Should Work For You, Not The Other Way Around
S.A.S.S. Up Your Business with Strategic CRM Solutions
If you're ready to level up, we’re here to help
From Spreadsheets to Streamlined - CRM Quick Start
A fully done-for-you CRM setup designed to streamline your client follow-up and business processes with ease.
This package is perfect for independent professionals who are tired of juggling spreadsheets, sticky notes, and outdated methods to manage client interactions.
I’ll implement a customized CRM tailored to your business needs, freeing you from tech overwhelm so you can focus on building relationships and growing your revenue effortlessly.
You’ve already invested in your CRM—now let’s maximize its value.
Unlock the Full Potential of Your CRM with CRM Mastery
For independent professionals who already have a CRM but aren’t using it to its full potential, this CRM Makeover is your key to unlocking its true power.
I’ll optimize your system to streamline workflows, automate follow-up, and enhance client management.
With fine-tuned processes and smart automations, you’ll save time, boost efficiency, and focus on what you do best: building relationships and growing your business.
Create Your Customized Plan
Looking for more ways to simplify your workflow, connect with your clients, and crush your goals? These additional services are crafted to save you time, enhance your client relationships, and help your business grow without the overwhelm. Ready to take the next step? Let’s customize a plan that works for you!
Speaker Success Package: Seamlessly capture attendee information, build a prospecting pipeline, and streamline your sales process - enhancing your audience's journey while maximizing engagement and conversion opportunities.
Webinar Success Package: From capturing registrations to maintaining follow-up with attendees - enhance the attendee journey and maximize your opportunity for engagement and conversion.
Lead Magnet Series: Create irresistible lead magnets with fully customized landing pages (sign-up and thank-you), seamless lead magnet delivery, and follow-up automation that turns leads into loyal clients.
Tech Audit: Get a no-fluff review of your current tools to spot inefficiencies and close the gaps.
CRM Audit: Ensure your CRM is firing on all cylinders and perfectly aligned with your business goals.
CRM Maintenance (Monthly Retainer): Stay stress-free with ongoing CRM updates, troubleshooting, and expert support.
Testimonials
Sarah Gemmell
Julie is an absolute wizard with email funnels and Ontraport. I really appreciate her knowledge but also her ability to make it simple and tangible. HIGHLY RECOMMEND
Jenn Bieri
Julie is such a wealth of knowledge with Ontraport and CRM’s in general. I also really love how she has such a human approach encouraging ways to collaborate and add value for potential clients / leads even if they aren’t ready / can’t afford to buy from you today. Her approach is a beautiful blend of automation and making it easier for you as the business owner but also making sure that we are treating our communities right and building genuine connections. Highly recommend Julie if you’re struggling with your client journey and finding ways to humanize your approach while also making your own workload easier.
Stefanie Blue
Julie is an Ontraport Expert! She knows the system, and goes above and beyond what the typical "customer service" help desk can do. She can also help you navigate through tagging, segmenting, and creating action items for you to optimize your follow-up to turn prospects into clients!
Frequently Asked Questions
Answers To Commonly Asked Questions
Who do you work with?
Primarily Realtors®️, and also service-based businesses, coaches and consultants
What are your hours?
We are available:
Monday through Thursday, 9:00 AM - 4:00 PM ET
Friday 9:00 AM - 2:00 PM ET.
These hours are subject to change, so please contact us for our current availability.
When I contact you with a question, what is your typical response time?
In order to be more efficient with our time for our clients (and for ourselves) email is checked during three different time blocks throughout the day, Monday-Friday.
We try to respond to your email within the next time block.
If it's after 4:00 PM ET, we will respond on the next business day.
Clients do get access to me via text should an urgent matter arise.
Do you have a contract for me to sign?
Yes, we will provide an Independent Contractor Agreement that spells out the services provided, terms and conditions, as well as a confidentiality agreement.
What if I no longer need your services?
Per our contract, there is a 14-day notice between the parties. We will work together to finalize any loose ends and deliver (electronically) any files we've created during our contracted time together. We can schedule a final call to review any processes left to complete and discuss final invoicing (if applicable).
Ditch the Overwhelm—Get the Tools to Thrive!
Join my email list to unlock tips and strategies that simplify your tech, save you time, and help you nurture stronger client relationships. No fluff—just actionable advice to streamline your workflow and grow your business without the tech overwhelm!