A new client came to me through a referral from someone I'd worked with before. She was building her author and speaking platform and wanted to make sure the systems supporting it were working properly before she continued to grow.

Her goal for our 1:1 session was to audit and stabilize some of the key technical areas of her business so she could move forward with more confidence.

She came to the session with a list: the email forms on her Wix website, her TidyCal booking setup, bonus gift automations, her email list and CRM structure, and a general review of the Wix backend. 

Nothing needed to become a giant technical project. We worked through each area together, checking what was already working, figuring out where things lived, and identifying anything that might need attention as her platform grew.

We confirmed that her website emails were going where they were supposed to and that she could respond using her business email address. We walked through how TidyCal was working with her website and Google Calendar and talked about a few options she could add later if she wanted to.

We also tracked down where her website signups were actually going inside Wix. Her contacts were there, safely tucked away under Customers & Leads, and we reviewed some of the CRM and email marketing tools she already had available before adding another platform she might not need yet. 

Not everything on the list became something for me to do. Some of the website changes she wanted were design changes, so those went back to her website designer. 

By the end of the session, she knew which pieces were already working, what she could continue using, and where she might need additional support as her author and speaking platform grew. Instead of building on top of systems she wasn't sure about, she had a clearer picture of the foundation already in place.

That's really what a 1:1 Support Session is for. You don't necessarily need a project or even one big problem. Sometimes you just have a list of things you've been meaning to figure out and would rather work through them with someone who knows where to look.

Have something you could use some help figuring out?

You don't need to know exactly what you need before you reach out. Tell me what's going on, and we'll figure out the best place to start.