The Messy Middle Reset
Turn scattered contacts into a simple, organized system that's ready for your next stage of business.
Over six weeks, we'll work side by side to organize your contacts, choose the right CRM for your business, build your foundation, and create a simple follow-up system you can actually stick with.
No more wondering where you wrote something down.
No more forgotten follow-ups.
No more business cards collecting dust in a drawer.
If this sounds familiar:
Your contacts are scattered across notebooks, sticky notes, spreadsheets, your phone, and your inbox.
You know you've met amazing people... but you can't always remember where.
You have stacks of business cards you've been meaning to do something with.
Following up feels overwhelming because everything is in different places.
You know you need a better system—you just aren't sure where to begin.
If you're nodding your head right now...
You're exactly who I created this program for.
What You'll Accomplish
Over six weeks, we'll take your contacts from scattered and overwhelming to organized and ready for the next stage of your business.
This isn't another course where you watch videos and promise yourself you'll "get to it someday."
Every week, you'll learn a simple concept, then immediately put it into practice during our live implementation sprints. You'll leave each session with real progress—not just more notes about what you should do someday.
WHAT WE'LL DO TOGETHER
A 6-week, done-with-you experience where we take your contacts from
scattered → organized → actually usable.
We build it together.
Week 1 — Find Your Hidden
Contacts
Build your contact database by uncovering contacts hiding in your phone, email, calendar, and places you may have forgotten.
Week 2 — Clean Up the Contact
Chaos
Organize, clean, and standardize your contact information so it becomes reliable, searchable, and easy to work with.
Week 3 — Get Your Data CRM
Ready
Organize your contacts using categories, tags, and custom fields so your information is ready to import into the right CRM.
Week 4 — Choose the Right CRM for YOU
Compare today's most popular CRM options, learn which features actually matter, and confidently choose the platform that's the best fit for your business.
Week 5 — Start Building Your Foundation
Set up your new CRM, import your contacts, connect your email, configure your sending domain, and build the foundation that supports future automation.
Week 6 — Put Your CRM to
Work
Learn how to warm up your email list, create a simple welcome automation, and build habits that keep every new contact flowing into your CRM instead of another notebook.
HOW WE'LL WORK TOGETHER
This isn't six weeks of lectures.
Every live session includes both teaching and dedicated implementation time, so you can make progress while I'm there to answer questions and help you get unstuck.
You'll also have weekly Workroom sessions where you can keep moving forward, ask questions, and get additional support if you fall behind or need a little accountability.
You're Not Doing This Alone
This isn't a self-paced course you'll buy and never finish.
Over six weeks, we'll work together through 13 live sessions designed to help you make consistent progress.
WEEKLY BUILD CALLS:
6 Build Sessions
Mondays | 3:00–4:30 PM ET
Live teaching
Guided implementation sprints
Q&A and coaching
OPTIONAL WORKROOMS:
6 Workrooms
Fridays | 12:00–1:30 PM ET
Optional co-working
Ask questions
Get unstuck
Celebrate wins
Make progress alongside other business owners
Tech Support Session (Week 5 Only):
(Open office hours, first-come, first-served)
In this session, I’ll walk you through connecting your domain so your emails land in inboxes. It sounds technical, but I’ll guide you step by step—it usually takes about 10–15 minutes.
WHAT YOU'LL WALK AWAY WITH
By the end of six weeks, you'll have:
A complete, CRM-ready contact database
The right CRM selected for your business
A configured CRM foundation
A strategy for warming up your email list
Confidence using your CRM instead of avoiding it
Most importantly...
You'll finally have one trusted place for your business relationships.
Join The Messy Middle Reset
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.
