Get your business out of your head and into a system that supports
the way you actually work.
Project management and operations support for business owners ready to stop running everything from memory, with systems built and maintained in ClickUp.
When everything lives in your head, your business gets harder to run.
You know how your business works, but when your processes, priorities, and deliverables aren't built into a system, everything starts depending on memory, manual follow-up, and mental overload.
Running your business should be fun!
Projects live in too many places.
Tasks get tracked inconsistently.
Content, client work, and operations feel harder to manage than they should be.
And whether you are working solo or with support, it can feel like someone is always asking what happens next.
Running your business should be fun!
You don't need to work harder to keep everything moving! You need a system that supports the way your business runs.
THERE’S A BETTER WAY TO SUPPORT YOUR WORK
Build a business that runs on clearer systems, not constant mental management.
I help business owners turn scattered workflows into organized, usable systems through Clickup builds, workflow audits, and operational support.
Instead of piecing things together as you go, you get a clearer way to manage projects, deliverables, content, and day-to-day operations with structure that supports how your business actually works.
Ready to feel lighter?
Ways to Work Together
Services designed to meet you where you are
Find the gaps first
Audits
A strategic starting point for understanding where your systems, workflows, or deliverables need support.
Make Clickup Make Sense
Clickup Support
From quick guidance to full builds, get support that helps your workspace work better in real life.
Keep the Work Moving
OBM Support
Hands-on operational support for business owners who want to focus on the work that lights them up.
For business owners who have outgrown piecing it together as they go.
I work best with business owners who are managing real momentum, but still relying on too much mental tracking behind the scenes.
If you are ready for clearer workflows, better structure, and systems that support your business, this is the kind of work I’m here for.
because "I'll remember that" is not a workflow!
You might be a good fit if...
You are the one keeping track of what happens next
You want better structure before growth creates more complexity
Your current workflow only works because you are constantly managing it
Projects, content, or client work are living in too many places
You need a system that supports the work, not just another place to store it
Created by someone who understands the work behind the work
When your operations feel messy, everything feels harder than it should.
My work is not just about setting up a tool. It is about helping you create clearer workflows, better structure, and a way of managing the work that actually supports your day-to-day.
My background in operations, content support, and workflow management shapes every project, so what we create is not just organized, but genuinely useful.
good people. great businesses. fewer sticky notes.
What It’s Like to Work Together
From day-to-day details to bigger-picture organization, these stories reflect what strong operational support can make possible.
I absolutely love working with Katie!
She brings such a calm, thoughtful, and professional presence to every project, and it shows in the quality of her work. I truly feel like I can lean on her and projects keep moving without me having to drive them all. She is incredibly organized, communicates clearly, and genuinely cares about delivering something done well.
Lauren Goldman, Goldman Grows Paid Ad Strategist
Ollie transformed my business from the day we started working together.
Katie helps me actually put my ideas into action in a way I haven't been able to pull off on my own after 10 years of trying. The organization and accountability she brings to my business has proven indispensable.
Melissa Kelly, Melissa Kelly Photography
Katie is the absolute best!
She took a million ideas and thoughts and organized them in a way that allowed me to take actionable steps. She genuinely cares about the people she is assisting and I have seen tremendous growth in my business thanks to her help! I would highly recommend working with her!
Sara Reynolds, Sara Reynolds Events & Sara Reynolds Real Estate
Working with Katie to completely audit and revamp my Clickup space has been a HUGE weight off of my shoulders.
As I have grown a small team, my system didn't efficiently support it. Katie took my million thoughts, ideas, and needed functionally notes and delivered a step by step outline/audit/plan for how to make the changes. She figured out a solution tailored to my unique needs on every question I asked and her recordings of everything really helped me to understand it all too!
Cassidy Thiesen, Simply Lynn Creative
When I hired Katie as my OBM, I knew I needed support.
What I didn’t realize was how transformational that support would be. Over the past year and a half, she has helped develop Ivingo Creative into the agency I always longed for it to be. Not just busy. Not just growing. But organized, intentional, and built to provide excellent services consistently.
CJ Price, Ivingo Creative
coming soon!
Clickup templates you can plug in, personalize, and actually use
Your shortcut to a ClickUp workspace that makes sense.
Join the waitlist and you'll be first to know when they launch!
“I just need someone to tell me what to do.”
I hear some version of this all the time.
You are managing a lot, and eventually what you need is not *more* effort: it is direction, structure, and support.
I help you make sense of the moving parts so the work feels clearer, lighter, and easier to move through.