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Now Booking for February 2025 & BEYOND – Get in Touch

Dubsado Specialist | Streamlined By Martine

System Clarity Session

For creatives with chaotic systems that still steal your time, energy, and confidence.

Book your clarity Session

You've got tools, but they're causing more chaos than clarity.

Sound familiar?
  • You’re booking clients and delivering high-touch services but your client experience is more like a rough sketch than a consistent system.
  • You’re trying to scale your business without breaking things in the backend.
  • You’re constantly second-guessing if something was sent, signed, or forgotten.
  • You’re juggling 8 different tools and still feel totally confused.

You have systems, but none of them feel connected. You’re drowning in manual work, and wondering…

“What tools do I actually need? Where do I even start?”

That’s what the System Clarity Session is for.

This is not a tech tutorial. It’s a strategy session for your backend.

This is where we step back, look at how your business actually runs, and get brutally honest about what needs fixing, replacing, automating, or scrapping. Whether you’re using Dubsado, Notion, HoneyBook, ClickUp, or a mix of everything, this is your chance to:
  • Audit what tools you’re using (and which ones are working against you)
  • Identify what’s missing, duplicated, or breaking your client journey
  • Get a clear, strategic recommendation for your next move
It’s the clarity most creative business owners skip — and pay for later in time, stress, or rework.
Client experience strategy for copywriters and designers

See what others have to say

"It was great working with Martine! She was very detailed and organized and always kept me updated. I love how thorough she is and the amount of time she put in to really understand my services and processes"
- Kristin Overly
"After one detailed conversation, she had a full understanding of my services, my clients, and my business needs. Martine brings clarity, organization, and simplification to business processes driving efficiencies and improved client service. She brings a high point of contact to her projects, which I greatly appreciated."
- Deirdre Rock
"Martine is efficient, and does an incredible job of putting herself in YOUR clients shoes to help you determine what system is going to work best for them."
- Ellie Brown

Introducing

System Clarity Session

During a 90-minute session, we’ll audit your current client experience, identify roadblocks, and develop a strategy to streamline your processes.

What’s included:

  • A guided walkthrough of your current mess—tech, tools, and touchpoints
  • A full diagnosis: what’s helping, what’s hurting, and what’s overlapping
  • A custom strategy based on how you want to run your business
  • A prioritized roadmap so you finally know what to do, in what order
  • 7 days of follow-up support as you take your first steps

Investment starting at: $495 CAD (approx $400USD)

Timeline: 90 minutes + 7 days of support

Book Now
Upgrade Bonus: If you book a Signature Setup or VIP Week within 14 days, your session fee rolls into your package.

Ease, automation, and the tools to scale your business start here.

After this session, you’ll have:
  • Clear answers on which tools to keep, ditch, or combine
  • A system strategy that works for your business, not against it
  • Confidence and a plan to help that your backend can scale with you
Whether you’re planning to DIY or invest in full support—this session gives you a clear, pressure-free path forward. It’s about making everything make sense.
A Dubsado specialist sitting on a white sofa holding a cup of coffee.

Who it's perfect for:

  • You’re system-confused and don’t want to waste time
  • You want an expert to tell you which tools will help, and which are hurting
  • You’re ready to finally build a backend that feels like yours

Who it's not for:

  • You expect your full system to be rebuilt on the call
  • You have no idea what your client journey looks like, and you don't have an offer suite.
  • You’re unwilling to change or consolidate how you work, you like doing things as they are.
Dubsado Specialist Martine CEO of Streamlined By Martine lifting a champagne glass to celebrate.

No problem. I look at your entire backend setup — not just your CRM. Even if you’re only using one system, the strategy will help you use it better and identify any potential gaps.

Nope, this is a strategy-first offer. If you need hands-on support afterward, you’ll get a credit toward the best-fit setup package.

Yes, that’s exactly the point! This session prevents you from self-diagnosing and wasting money on the wrong support.

You’ll get a confirmation email for your session and a link to complete a short intake form before our session.

After the session, you’ll receive a summary and recommendation plan within 48 hours.

Here is how we'll do it!

Booking

First, schedule your Client Experience. Then complete the registration form and pay the invoice to took your spot.

Pre-Work

Once you sign your contract, I’ll send out an intake questionnaire containing specific details about your business and client journey.

Delivery

During our call, we’ll create a step-by-step guide so you can easily make the update to your client experience strategy yourself.

Support

You’ll walk away with a Roadmap, a Next Steps Guide and 7 days of support to ask questions as you implement.

Still on the fence? Ask yourself...

 Do I know which system is running what?

Am I duplicating work across tools and not even sure why?

How long can I keep patching this together before something breaks?

If even one of those made you wince—this is where your clarity begins.

Let’s Find Out What’s Stalling You