The workshop + cohort built for business owners who are ready to stop patching things together and start running with clarity.

Next session begins March 12!

Stop Patching Things Together. Start Building Systems That Scale.

Spreadsheets and scattered tools might get you started, but they can’t take you further. System Shift equips you with the frameworks, integrations, and peer support to create sustainable systems - giving you back time, confidence, and capacity to grow.

  • It starts with a conversation. In a free 60-minute call, we'll talk through your current systems, where things feel stuck, and whether the cohort is the right fit for you.

    If it's a match, you'll join the next System Shift Workshop + Cohort - a 6-week hands-on program where you'll learn Airtable, structure your data, automate tasks, and build a back-office system tailored to your business. You'll do the work yourself, with expert guidance and peer support every step of the way.

    Need someone to build it for you instead? Ask about Done-For-You options during your call.

    • Clarity - Know exactly where your processes are working and where they’re not.

    • Confidence - Learn how to run your tools instead of letting them run you.

    • Capacity - Free up your time by automating the tasks that slow you down.

    • Community - Build alongside other small business owners who get it.

  • Business owners, solopreneurs, and founders who are ready to:

    • Move beyond spreadsheets and scattered tools

    • Streamline workflows and reduce chaos

    • Build a system that scales with them - not against them

Start with your Initial Assessment and unlock your roadmap to smarter, simpler, scalable operations.

Ready to make the shift?

Book Your Assessment >

What’s Waiting for You in the Cohort

The System Shift Workshop + Cohort is more than training. It’s a guided, 6-week experience that combines hands-on workshops with the support of a small group moving through the process together. You’ll roll up your sleeves, learn the “why” behind the tools, and actually build the systems your business needs to run smoother - alongside peers who are doing the same.

Inside the Cohort, You’ll Get:

Weekly Working Sessions - Focused, hands-on time to design and build your workflows with expert support.

Step-by-Step Frameworks - Practical guides that walk you through structuring data, automating tasks, and organizing information.

Peer Accountability - A small group of business owners on the same journey, sharing wins, troubleshooting roadblocks, and celebrating progress together.

Office Hours + Feedback - Direct access to me for questions, troubleshooting, and personalized feedback on your builds.

Ready-to-Use Templates - Airtable and workflow templates to jump-start your systems without starting from scratch.

6-Week Workshop Agenda

Week 1: Initial Setup & Load Existing Data

Week 2: Dashboards & Interfaces

Week 3: Forms - Internal & External

Week 4: Automation Essentials (Airtable, Make, Zapier)

Week 5: Calendar Systems

Week 6: 1:1 Wrap-Up & Optimization

By the End of the Cohort, You’ll Have:

  • A custom back-office system built to fit your business (no more piecing things together).

  • Clear, reliable processes that reduce mental load and free up your time.

  • A repeatable framework for scaling - so as your business grows, your systems grow with you.

Start with your Initial Assessment and unlock your roadmap to smarter, simpler, scalable operations.

Ready to make the shift?

Book Your Assessment >

The Investment That Pays Off

Building systems that actually work for you is one of the smartest investments you can make in your business. The System Shift Workshop + Cohort is a 6-week program with a total investment of $5,000 - and it’s designed to pay you back in time saved, clarity gained, and capacity created.

Here’s how it works:

Step 1: Initial Assessment
We’ll spend an hour talking about your current system and if Airtable would be a viable option. I can answer questions about the workshop and whether it is a good fit for you and your goals.

Step 2: Continue into the Cohort
If you decide to move forward, you’ll complete your registration and pay your registration fee.

  • Price: $5,000

Step 3: 6-weeks of Learning and Building

  • We will meet on Thursdays from 11:30am-12:30pm via Zoom.

  • Sessions will be recorded and available to you in perpetuity.

  • Weekly office hours are available on Mondays* for 1-on-1 support and questions.

  • Group chats and collaboration with fellow cohort members is available through our private cohort platform.

  • Week 6 is a private, 1-on-1 session to review what you’ve accomplished, work through any remaining questions or next steps, and make sure your system is ready to go!

Your first step to scalable systems - no big commitment required.

BOOK YOUR ASSESSMENT

FAQs

  • The weekly sessions are held virtually, so you can join from anywhere. Each session is recorded, and you’ll have access to the replays during the 6 weeks (and beyond). That way, you can revisit the material whenever you need a refresher.

  • You’ll need a computer with reliable internet and the ability to join live video calls. Most of the work will be done in Airtable and a few other user-friendly tools that I’ll guide you through step by step. No advanced tech skills required - if you’re comfortable with spreadsheets, you’ll feel right at home.

  • Most of the tools we’ll use have free versions or low-cost plans, so you won’t need to invest heavily in software to participate. The focus of the workshop + cohort is teaching you how to build with tools that are affordable, scalable, and easy to manage as your business grows.

  • Every participant starts with a 60-minute Assessment before the cohort begins. In this session, we’ll review your current tools and workflows, uncover gaps, and identify opportunities.

    If you decide to join the Systems Shift Workshop + Cohort, I’ll use your assessment to customize your experience through specific examples that relate to your goals.

  • Plan on about 2–3 hours per week. That includes the live session (or replay), plus time to apply what you’ve learned directly to your business. Some weeks you may spend more time building, but everything is designed to move at a steady, realistic pace.

  • Yes. The Systems Shift Workshop + Cohort is built for small business owners, solopreneurs, and nonprofit leaders across industries. Because we start with your personalized Systems Assessment, the framework adapts to your business - whether you’re managing clients, projects, events, or internal operations.

  • Perfect - you’re ahead of the curve. We’ll help you optimize and expand what you’ve already built, and show you how to connect it with other tools. If you’re using a different platform, we’ll talk through the feasibility during your Initial Systems Assessment. That way, you’ll know whether continuing with your current setup makes sense, or if shifting into Airtable (or another solution) will serve you better long-term. The goal is always to make sure your systems fit your business - not the other way around.

  • You’ll have access to recordings, templates, and guided resources throughout the program. Plus, you’ll be part of a small peer group moving through the same journey, so there’s built-in accountability and support. I also host weekly office hours for questions and feedback as you implement.

  • By the end of Systems Shift, you’ll have a working system designed for your business - and the skills to maintain and grow it. You’ll continue to have access to session replays and your action plan, and you’ll be able to keep building with confidence. If you want more hands-on help, there are options to continue with 1:1 support.

Start with your Initial Assessment and unlock your roadmap to smarter, simpler, scalable operations.

Ready to make the shift?

Book Your Assessment >