One Week.
One System.
More Revenue.
For coaches, consultants, and creatives who want consistent follow-up, cleaner data, and more booked clients.
Doing the work isn't hard.
Keeping the follow-up organized is.
If you’re like many coaches, consultants, and creatives, your current “system” is quietly leaking revenue.
Missed follow-ups = missed revenue
Prospects go cold because replies and reminders aren’t tracked anywhere reliable.
Duct-taped tools, double entry
Forms, calendar, email, and spreadsheets don’t talk. Things get lost, and you lose billable time.
Feast-or-famine pipeline
No segmentation or nurture. Bookings depend on inconsistent manual outreach.
Deliverability & credibility
Unauthenticated domains and messy lists push emails to spam and hurt your sender reputation.
What changes in Your Business In One Week
More booked calls
Forms, calendar, and email work together so leads don’t slip away.
Reliable follow-up
Tags + simple automations send the right message at the right time.
Cleaner data
Clearer decisions with segments that actually mean something.
Email reputation
Proper domain setup to keep your emails out of the spam folder.
Time back
No more hunting for notes because everything lives in one place.
Scalability
A system you will use that's simple, repeatable, and ready for growth.
CRM Quick Start
The CRM Quick Start is for when you’re ready to stop piecing things together and finally have a setup that feels effortless.
In just one week*, we’ll take what’s in your notebooks, spreadsheets, inbox, and brain and turn it into a clean, customized CRM built around how you actually work.
You’ll get a system that keeps your relationships warm, your follow-ups on point, and your time focused where it matters most.
You don’t need just another app — you need the right platform set up as a complete system that runs your business with ease.
Let’s talk through your goals and see if a CRM Quick Start is the right next move.
*Note: Your project week begins once all prep work is complete. You’ll get a checklist to help you gather and organize everything before we kick off.
Not sure if you’re ready for a full CRM setup yet? Let’s find out.
Before we dive into building your system, take two minutes to see how you’re currently managing contacts and where there’s room for improvement.
What’s Your Follow-Up Personality?
Find out how the way you're tracking leads is helping (or hurting) your bottom line.
If you’ve ever lost a lead, forgotten a follow-up, or sent the wrong message to the wrong person, your system is costing you more money than you think.
Uncover how your current follow-up habits impact your time, sanity, and profits. And show you how to fix what’s falling through the cracks.
Frequently Asked Questions
Not sure if now’s the right time? You’re not alone.
Here are the most common questions I hear (and the answers that will help you decide if it’s time to finally get your systems working for you, not against you).
What if I can’t afford this right now?
I get it, investing in your business feels scary when money is tight. But here’s the truth: staying stuck in notebooks, spreadsheets, or half-working tools is already costing you clients and revenue. My System Reset session is just $395, and if you move forward, that investment is applied to your CRM Quick Start, so it essentially pays for itself. On top of that, I only take 4 clients a month, so waiting often means waiting another month or two to even get started. The sooner we tackle your systems, the sooner your business starts running smoother, and the sooner you start recapturing the money and time that’s slipping away.
I also offer payment plans through Klarna, so money doesn't become the roadblock to getting your systems in order.
What if I’m not ready yet?
That’s exactly why I built this process. You don’t have to have it all figured out or feel “ready.” I’ll meet you where you are, whether that’s piles of notebooks, scattered spreadsheets, or a CRM you’ve barely touched. Together, we’ll get clarity on what you actually need, and I’ll guide you step by step. By the end, you’ll have a system that works for you, not against you, and confidence knowing nothing is slipping through the cracks.
What if my contacts are a mess and scattered everywhere?
Perfect. You are exactly who I help. Clients come to me with literal boxes of notebooks and no clear way to find anything. We start by pulling those contacts into a simple spreadsheet, then into a CRM, so follow-ups and opportunities no longer get lost. You don’t need to be organized before working with me, that’s part of the transformation. You’ll walk away with a clean, searchable contact system and simple automations that keep you on track.
What if I don’t know which CRM is right for me?
You don’t need to figure that out on your own. During our System Reset Session, I assess your current setup, your goals, and your style, then recommend the best-fit CRM from the three I specialize in (GoHighLevel, Ontraport, or ActiveCampaign). You’ll leave knowing exactly which one is right for you and why. No more guessing, no more late-night Googling.
Can’t I just DIY this?
Of course, you can DIY. But the real question is: how long do you want to wrestle with it before it works? My clients usually come to me after wasting months (or years) trying to piece things together. I can get your CRM set up in just one week, fully tailored to your business. That saves you time, energy, and the frustration of figuring it out alone. And with only 4 Quick Start spots available each month, you can either keep DIY’ing or finally have a system that’s ready to support you, fast.
hey there,
I'm Julie Trombley
I’m here to help coaches, consultants, and creatives simplify their client management, master their follow-ups, and reclaim their time, all so they can focus on building relationships that drive real success (and maybe even have a little fun doing it).
I used to be just like you, frustrated, juggling notebooks, spreadsheets, and tech tools that felt more frustrating than helpful. That’s why I’ve made it my mission to help you ditch the overwhelm and streamline your processes with tech solutions that actually work for you.
I don’t just set up CRMs; I create systems that save time, nurture client relationships, and help you generate revenue, all while keeping your sanity intact.
Get Savvy with your Systems
Join my list for simple, actionable strategies to help you organize your business behind the scenes. From follow-up systems to automation tips, I’ll show you how to make your tools work together so you can focus on what you do best.
