Volume 3: Systems & Sales – “Make It Make Money”
Volume 3: Systems & Sales – “Make It Make Money”
You’ve built the brand. You’ve got the offer. Now let’s make your business work efficiently.
You’re booking clients. You’re making sales. But you’re still doing everything manually, sending payment links, scheduling by DM, and following up in your “free time.”
Volume 3 of Business in a Box helps you get out of survival mode and into scalable systems that save you time, increase your income, and improve your client experience.
It’s time to stop doing everything the hard way and build a business that moves like a machine.
What You’ll Get:
✔️ Sales Funnel Overview
Learn how to take your audience from follower → buyer → repeat client with a mapped-out funnel you can actually follow.
✔️ Scheduling, Payments & Forms Setup
Guided setup for tools like Stripe, Calendly, and HoneyBook so clients can book, pay, and complete intake forms without you lifting a finger.
✔️ Email Marketing System Setup
Get your welcome sequence, nurture flow, and list setup using Mailchimp, Flodesk, or ConvertKit, even if you’ve never emailed before.
✔️ CRM Basics
Learn how to track leads, organize client details, and follow up like a professional — using free or low-cost tools.
✔️ Social Media Content Bank
Pre-written captions, Canva templates, and content ideas to help you stay consistent without burning out.
✔️ Automations 101
Intro to time-saving tools and workflows: auto-responders, client onboarding emails, follow-ups, and more.
✔️ Intro to Hiring Help
Know when and how to hire a virtual assistant, intern, or part-time team member plus onboarding checklists to get them up to speed.
✔️ 60-Day CEO Calendar Template
A pre-built calendar to help you stay consistent, focused, and intentional with your time, including content, operations, and sales.
By the end of Volume 3, you’ll:
Be fully automated from inquiry to invoice
Have an email marketing system working while you sleep
Know how to nurture leads and upsell existing clients
Run your back office like a true CEO, not a chaotic creative
Be ready to expand your reach with support, strategy, and systems
This is for you if:
You’re consistently getting clients but everything still feels manual
You want to automate your onboarding, payments, and follow-ups
You’ve got a great product or service but a messy client experience
You’re ready to build a scalable, stress-free business that doesn’t depend on you 24/7
Volume 3: Systems & Sales – “Make It Make Money”
You’ve built the brand. You’ve got the offer. Now let’s make your business work efficiently.
You’re booking clients. You’re making sales. But you’re still doing everything manually, sending payment links, scheduling by DM, and following up in your “free time.”
Volume 3 of Business in a Box helps you get out of survival mode and into scalable systems that save you time, increase your income, and improve your client experience.
It’s time to stop doing everything the hard way and build a business that moves like a machine.
What You’ll Get:
✔️ Sales Funnel Overview
Learn how to take your audience from follower → buyer → repeat client with a mapped-out funnel you can actually follow.
✔️ Scheduling, Payments & Forms Setup
Guided setup for tools like Stripe, Calendly, and HoneyBook so clients can book, pay, and complete intake forms without you lifting a finger.
✔️ Email Marketing System Setup
Get your welcome sequence, nurture flow, and list setup using Mailchimp, Flodesk, or ConvertKit, even if you’ve never emailed before.
✔️ CRM Basics
Learn how to track leads, organize client details, and follow up like a professional — using free or low-cost tools.
✔️ Social Media Content Bank
Pre-written captions, Canva templates, and content ideas to help you stay consistent without burning out.
✔️ Automations 101
Intro to time-saving tools and workflows: auto-responders, client onboarding emails, follow-ups, and more.
✔️ Intro to Hiring Help
Know when and how to hire a virtual assistant, intern, or part-time team member plus onboarding checklists to get them up to speed.
✔️ 60-Day CEO Calendar Template
A pre-built calendar to help you stay consistent, focused, and intentional with your time, including content, operations, and sales.
By the end of Volume 3, you’ll:
Be fully automated from inquiry to invoice
Have an email marketing system working while you sleep
Know how to nurture leads and upsell existing clients
Run your back office like a true CEO, not a chaotic creative
Be ready to expand your reach with support, strategy, and systems
This is for you if:
You’re consistently getting clients but everything still feels manual
You want to automate your onboarding, payments, and follow-ups
You’ve got a great product or service but a messy client experience
You’re ready to build a scalable, stress-free business that doesn’t depend on you 24/7
Volume 3: Systems & Sales – “Make It Make Money”
You’ve built the brand. You’ve got the offer. Now let’s make your business work efficiently.
You’re booking clients. You’re making sales. But you’re still doing everything manually, sending payment links, scheduling by DM, and following up in your “free time.”
Volume 3 of Business in a Box helps you get out of survival mode and into scalable systems that save you time, increase your income, and improve your client experience.
It’s time to stop doing everything the hard way and build a business that moves like a machine.
What You’ll Get:
✔️ Sales Funnel Overview
Learn how to take your audience from follower → buyer → repeat client with a mapped-out funnel you can actually follow.
✔️ Scheduling, Payments & Forms Setup
Guided setup for tools like Stripe, Calendly, and HoneyBook so clients can book, pay, and complete intake forms without you lifting a finger.
✔️ Email Marketing System Setup
Get your welcome sequence, nurture flow, and list setup using Mailchimp, Flodesk, or ConvertKit, even if you’ve never emailed before.
✔️ CRM Basics
Learn how to track leads, organize client details, and follow up like a professional — using free or low-cost tools.
✔️ Social Media Content Bank
Pre-written captions, Canva templates, and content ideas to help you stay consistent without burning out.
✔️ Automations 101
Intro to time-saving tools and workflows: auto-responders, client onboarding emails, follow-ups, and more.
✔️ Intro to Hiring Help
Know when and how to hire a virtual assistant, intern, or part-time team member plus onboarding checklists to get them up to speed.
✔️ 60-Day CEO Calendar Template
A pre-built calendar to help you stay consistent, focused, and intentional with your time, including content, operations, and sales.
By the end of Volume 3, you’ll:
Be fully automated from inquiry to invoice
Have an email marketing system working while you sleep
Know how to nurture leads and upsell existing clients
Run your back office like a true CEO, not a chaotic creative
Be ready to expand your reach with support, strategy, and systems
This is for you if:
You’re consistently getting clients but everything still feels manual
You want to automate your onboarding, payments, and follow-ups
You’ve got a great product or service but a messy client experience
You’re ready to build a scalable, stress-free business that doesn’t depend on you 24/7
VOLUME 3: Systems & Sales – “Make It Make Money”
Focus: Systems, Tools, Launching & Client Experience
WHO THIS IS FOR:
Mid-level entrepreneurs already offering a service or product
Coaches, consultants, creatives, or beauty/culinary pros with clients but no clear systems
Founders who want to reduce burnout, get organized, and automate client processes
Business owners spending more time onboarding clients than serving them
WHAT’S INCLUDED
1. Sales Funnel Overview – “Make Them Move”
Step-by-step breakdown of:
Freebie (lead magnet) → Entry Offer → Core Offer → Upsell
Map your customer journey from “who are you?” to “take my money”
Benefit: Know how to take your audience from curious to client — without sounding pushy.
2. Scheduling, Payment & Form Setup Guide – “Book, Pay, & Prepare Without DM Drama”
Includes:
How to connect Stripe, Calendly, and HoneyBook/Acuity
Booking form templates and intake examples
Benefit: Clients book and pay without you lifting a finger. DMs become unnecessary. Payments become predictable.
3. Email Marketing System Setup – “Stay Top of Mind Automatically”
Includes:
Setup guide for Mailchimp, Flodesk, or ConvertKit
Welcome sequence template
List segmentation basics
Benefit: Communicate with your audience while you sleep. Sell without showing up daily.
4. CRM Basics – “Keep Track, Not Chaos”
Learn how to:
Track leads, clients, and payment status
Organize notes, DMs, and follow-ups
Use tools like Notion, Trello, or Google Sheets as your mini-CRM
Benefit: Never forget a lead or client detail again. Build a system you can manage or outsource.
5. Social Media Content Bank – “Create Content in Batches”
Includes:
Plug-and-play caption bank (for promotion, education, and engagement)
Canva templates for graphics
Sample weekly content themes
Benefit: Show up consistently without having to write from scratch every day. Plan your content in 2 hours/month.
6. Automations 101 – “Work Smarter, Not Harder”
Learn how to:
Set up auto-responses, follow-ups, email drips, and workflows
Use Zapier and native integrations to reduce manual admin
Benefit: Save 5–10 hours/week by automating tasks you’re still doing manually.
7. Intro to Hiring Help – “Build Your Dream Team Lite”
Get:
Job description templates
Training checklists for VAs or interns
Delegation starter guide
Benefit: Stop doing everything yourself. Learn how to build a support system without going broke.
8. 60-Day CEO Calendar Template – “Plan Like a Boss”
Includes:
Weekly and monthly task view (CEO tasks, client tasks, marketing tasks)
Launch and promo calendar template
Time-blocking system for productivity
Benefit: Know exactly what to do every week for growth. Focus shifts from hustle to high-impact moves.
TRANSFORMATION:
After Volume 3, you will:
✅ Have a fully automated client intake + payment system
✅ Know how to launch, sell, and upsell with clarity
✅ Reduce burnout and increase consistency
✅ Show up online with a plan, not panic
✅ Be ready to scale with systems, team support, and strategy