Escape the Messy Middle
Before It Costs You
Another Opportunity
Join me for The Notebook Escape Plan, a free live workshop for coaches, consultants, and service providers who are ready to stop chasing scattered information and start building a system that supports their business.
Your business has grown...
...but your systems haven't.
You're stuck in what I call The Messy Middle: that awkward stage where you've outgrown notebooks, sticky notes, memory, and random spreadsheets, but you're not ready to jump into a CRM.
That's exactly what The Notebook Escape Plan workshop was created for
LIVE: October 7th – 2:00–3:00 PM ET
(1:00–2:00 PM CT, 12:00–1:00 PM MT, 11:00 AM–12:00 PM PT)
Replay available - but only if you register
You've built relationships. You've grown your business. You've collected contacts.
But somewhere along the way...
Your information ended up everywhere.
Notebooks.
Sticky notes.
Business cards.
Emails.
Random spreadsheets.
Welcome To The Messy Middle
And you're not alone.
Does This Sound Familiar?
LIVE: October 7th – 2:00–3:00 PM ET
(1:00–2:00 PM CT, 12:00–1:00 PM MT, 11:00 AM–12:00 PM PT)
Your Notebook Isn't The Problem
It helped you build your business. But your business has grown beyond what notebooks were designed to manage.
This isn't about being disorganized. It's about needing a better system.
What You'll Do During The Workshop
Find where your contacts are hiding
Decide what information belongs together
Organize contacts into categories
Create a CRM-ready spreadsheet
Understand what information matters
Leave with your next step
This isn’t a sit-back-and-listen kind of training.
This is a hands-on workshop.
We’ll start by connecting with other attendees, then walk step-by-step through a simple way to organize your contacts
- and you’ll begin setting it up during the session.
No complicated tech.
No overwhelm.
Just a clear path to start.
What You'll Walk Away With
Confidence
Knowing where your information lives.
Clarity
Understanding what matters.
Organization
A system foundation you can build on.
Momentum
Knowing your next step.
JOIN ME
Date: Wednesday, October 7th.
Time: 2:00 PM ET (1:00 PM CT, 12:00 PM MT, 11:00 AM PT)
Location:Live on Zoom
Meet Your Guide
Hi, I'm Julie Trombley, Systems & Automation Strategist and founder of Savvy System Solutions.
I know what it's like to build a business one relationship at a time. I also know what happens when those relationships end up scattered across notebooks, sticky notes, business cards, spreadsheets, email folders, and your memory.
For years, I've helped business owners simplify their systems, organize their contacts, and create follow-up processes that actually fit the way they work.
And here's what I've learned:
Most people don't need a CRM first.
They need a clear starting point.
That's exactly why I created the Notebook Escape Plan Workshop.
This isn't about becoming perfectly organized overnight or learning complicated software. It's about taking one manageable step toward a system that supports your business instead of slowing it down.
During this workshop, I'll guide you through gathering your scattered contacts, organizing them in a way that makes sense, and creating a foundation you can actually build on, whether your next step is a CRM or simply feeling more confident about where everything lives.
I can't wait to help you take that first step.
You Don't Need a Perfect System.
You Just Need a Started One.
The Notebook Escape Plan Workshop is your first step out of the messy middle.
Let's get your contacts out of notebooks (and all the other places you haven’t thought of
and into a system that grows with your business.
Your spreadsheet was You Don't Need A Perfect System.
You Just Need A Started One. the hard part.
The Notebook Escape Plan Workshop is your first step toward clarity, confidence, and organized relationships.
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.
