Better Workflow Systems for Associations & Event Teams
You’re not looking for more software — you’re looking for less frustration. My services are built for teams who don’t have the time or tech skills to research, choose, and implement better systems — but know they can’t keep operating like this.
I make that transition easy.
Unmess My Mess Session
Finally figure out what's broken, what's working, and what to fix first — without the overwhelm.
Your brain’s tired of the chaos — and so is your team. In this one-time session, we’ll get real about what’s slowing you down: duplicate data, spreadsheet spaghetti, wonky workflows, or all of the above.
I’ll map it out, untangle the mess, and hand you a clear, practical plan to get your systems working for you — not against you.
No jargon. No shame. Just clarity.
What You Get:
- (2) 60–90 minute “tell me everything” discovery calls
- Full workflow & tools audit
- Personalized “here’s what to do next” roadmap
- 1 week of follow-up support for your “Wait, what about…” questions
Investment:
$750 flat fee (usually wrapped up within 1—2 weeks)
Perfect for you if:
- You know your current setup is wasting time
- You don’t know where to start fixing it
- You want clear next steps — not more confusion
Set It & Forget It Automation
Make your tools do the heavy lifting — automatically.
Still retyping the same info in spreadsheets, forms, and email platforms? Enough already.
In this setup, I’ll connect your systems so they talk to each other without you doing a thing — no more duplicate data, human error, or “Oops, did I update that too?” moments.
You get smoother workflows, your team saves hours every week, and your brain gets a break.
What You Get:
- Mapping of your tools & workflows
- Done-for-you integration setup
- Clear documentation + team training
- Post-launch support to keep it humming
Investment:
Starting at $1,500. Exact price? We’ll figure it out together after your Unmess My Mess Session – and yes, what you pay for the Unmess session gets credited toward this setup.
Perfect for you if:
- You’re sick of copy/paste chaos
- You want things to just… work
- You’d rather spend your brain cells on your people, not your tools
Big Picture Dashboard
Your numbers, all in one place. Finally.
No more spreadsheet scavenger hunts. No more “Wait, where did we save that version?”
With your Big Picture Dashboard, you’ll have clear, visual reports for everything that matters: registrations, revenue, attendance — whatever keeps your board happy and your team on track.
We’ll connect the dots behind the scenes so your data updates itself (yep, automatically). You get answers at a glance — and time back to actually do something with them.
What You Get:
- Custom reporting dashboard setup
- Automated data flow – no more manual updates
- Filters and views so everyone sees what they need (and nothing they don’t)
- Stakeholder-friendly visuals you can share anytime
Investment:
$750-$1,500 per dashboard (Bundle pricing available if you need multiple dashboards.)
Perfect for you if:
- You spend way too many hours cobbling together reports
- Your board wants big-picture numbers, not endless tabs
- You’d love to say, “Here it is!” without breaking a sweat
Just Need to Talk It Through?
Not Sure What You Need Yet?
Book a free 30-minute call - no pressure, no sales pitch. Let's explore whether I'm the right fit to help you simplify things.