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Digital Flow

Build momentum with simple systems.

Digital Flow offers virtual small business process optimization services for solopreneurs and small teams. Streamline your workflows, automate what you can, and simplify your business backend.

Whether you’re working solo or managing a small team, we’ll look at where things feel messy and design sustainable systems – so your day flows better, your tools work harder, and you spend more time on what matters most.

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It’s not just systems, it’s support that sticks.

What Digital Flow Really Means

Digital Flow is a personalized consulting service that focuses on small business process optimization, helping you bring order to the backend of your business – through practical tools, repeatable workflows, and systems that fit how you think and work.

Whether you’re building your business solo or with a small team, we’ll design the structure that makes your day easier – and keeps things moving without the overwhelm.

Gear and arrows representing Digital Flow

Why Work With Me?

You’re great at what you do – but keeping the backend of your business organized can feel like a full-time job. That’s where I come in.

With over 20 years of experience in process improvement, team systems, facilitation, and strategic change – including certifications in Lean Six Sigma and Change Management – I’ve led everything from workflow overhauls to daily management systems for global teams. Now, I help small business owners like you simplify what’s behind the scenes.

Together, we’ll create structure that supports how you think and work – so your business runs smoother, and you finally get your time and energy back.

You Might Need Digital Flow If…

You didn’t start your business to be an operations expert – but without the right systems, even small tasks can start to drain your time and energy.

Laptop covered in sticky notes with one reading “HELP,” representing digital overwhelm and scattered tasks in small business operations.
  • Your task list is scattered across sticky notes, email, and your brain
  • You’re spending too much time looking for things instead of doing them
  • You know you need a system, but don’t know where to start
  • You’re ready to stop reinventing the wheel every week
  • Tax time rolls around and your receipts, files, and notes are everywhere
  • You onboard clients one way, bill another, and track nothing in between
  • You’d love a simple way to track what’s working (and what’s not)
  • You’ve tried different apps – or avoided them all together – but still feel unsure what’s actually right for you

What We Can Build Together

Custom systems to simplify how your business runs behind the scenes

These aren’t one-size-fits all templates. We’ll create tools and routines that work for your business – whether that means building out clear workflows, simplifying your task tracking, or finally getting your backend systems to run smoothly without constant rework.

Inbox & Communication Systems

Streamline how you handle emails, messages, and follow-ups – so nothing gets lost, and responses don’t rule your day.

Digital File & Workspace Organization

Set up clear file structures, naming systems, and cloud storage that works for your business – whether it’s solo or shared.

Project & Task Management

Set up or refine tools like Trello, ClickUp, or Notion to track what’s in motion – so you stay focused, organized and on top of what matters most.

Standard Operating Procedures (SOPs)

Turn your recurring tasks into easy-to-follow steps – whether for yourself or a future team member. Simple, repeatable, done.

Process Mapping & Gap Analysis

See your full workflow from start to finish, spot what’s missing, and simplify what’s messy – so everything flows better.

Client Journey Systems

Build smooth client experiences – from intake forms to follow-up emails and delivery checklists that keep things professional and consistent.

Templates & Time-Savers

Save time with custom templates for client communications, recurring planning, or team handoffs – designed to match your working style, so nothing falls through the cracks.

Review Systems & Success Metrics

Set up simple ways to review progress and measure what’s working (without needing dashboards or data degrees).

Laptop and open planner on a soft surface, representing relaxed but focused business planning.

How It Works

From Scattered to Structured in 3 Steps

Your privacy is protected at every step. You can review how your information is handled here in our Privacy & Data Handling Policy.

Start with a short video call (you’re welcome to stay off camera) to get clear on what’s happening behind the scenes – what’s working, what’s messy, and what feels like a time suck.

We’ll co-create practical systems tailored to how you work – whether that means building a Trello board, refining your file structure, creating SOPs, or mapping a full client journey.

You’ll walk away with systems that support your goals. As your needs shift, your systems can too. You’ll always have the option to reconnect – whether for updates, small tweaks or a fresh round of clarity using our small business process optimization services.

What You’ll Walk Away With

Your small business, reorganized. By the end of our work together, you’ll have:

  • A simpler, more structured way to run your business
  • Tools and routines you’ll actually use
  • Confidence that nothing is falling through the cracks
  • Clear priorities and calmer decision-making
  • A business that runs smoother in the background
  • A stronger foundation for whatever comes next
Sunlight filters across a quiet table with a closed notebook and pen, evoking calm, clarity, and the ease of systems that support your business behind the scenes.
Ready to build a business that flows?

Digital Flow – Early Access Rate

Get expert support to simplify your backend – without adding more to your plate.

Starting at $100 CAD/hour • 3-Hour Minimum

This early rate is available to a small number of clients while I refine the service.
Custom quotes are available for complex projects.
Standard rates will begin at $150 CAD/hour.

LET’S TALK

Virtual services from Canada 🇨🇦 – designed to support you, wherever you are.