Free Assessment: Rate & Review Your Business Systems

Scroll down for more info and to get the link!

The Systems Rate & Review Workbook is 11 pages of pure insight into why your business might feel like it’s just “not quite there” yet!

By completing the Workbook, you’ll better understand what’s working (and not) inside of five of the most important key systems/structures in your business:

  1. Client Roster
  2. Client Contract
  3. Marketing Plan
  4. Timekeeping System
  5. Billing System

Then, as you evaluate each system and structure in the Workbook, you’ll more clearly see:

  1. the patterns that are keeping you stuck
  2. how to validate your concerns about your business systems
  3. why certain systems are working for you or annoying you
  4. whether you can get what you want and need in a system without a lot of hassle
  5. the foundational stuff they don’t teach us about business in school (but should)

“I started working with Sheila around the exact time I was leaving my 9-5 to pursue my dream of being my own boss. I always held the opinion of myself that I could do it myself and that I knew everything about what it would take to get me to a place of loving myself, my business, and my life. Boy I was wrong. I have learned so much more about myself and how some of my habits were holding me back. I was getting in my own way. Having someone who is on your team supporting you and guiding you on your journey has been the biggest miracle I could have ever received during such a transitional point in my life, and my business. I am beyond grateful for the guidance I have received from Sheila. She is strong, she is supportive and she is an expert.
– EMM, Florida


We all love to rate and review.

Whether it’s a podcast, a new restaurant, or our latest BookShop order, rating and reviewing helps us cement what works and what doesn’t, and it helps us communicate what we want and expect. An important part of creating, running, scaling, and leveraging your business is to regularly review your systems. “Set it and forget it” is not a strategy – it’s a liability.

I created this Workbook to help you assess a handful of your most important systems.

Obviously, there are tons of systems and structures in your business, but these five are the best places to start! After decades of working with legal and coaching clients who were struggling with running and scaling their businesses, and decades of learning how to handle my own business and building systems that work for me, here’s what I learned about building business systems:

  • it’s not as hard or as complicated as you probably think it is, and
  • creating what work for YOU is more important than doing what everyone else is doing.

This Workbook is a modified, simplified version of the exact process I use with my 1:1 clients.

As you work through each section, I want you to listen to your gut and intuition. Allow enough time between your responses to dig deeper. You don’t have to do this all in one sitting, either; take care of your emotional and mental health, too.

I highly suggest printing this Workbook so you can fully experience the process. If you need help or want to go through it together, schedule 1:1 time with me. Sending you mega positive vibes. Trust yourself … you’ve got this!

At the end of the Workbook, you’ll see an invitation to connect with me, but that’s only for more support. The Workbook in and of itself will give you what you need to start making changes. I don’t gatekeep or manipulate or “overcome objections” – this is not a bro-marketing space. Other free downloads want to sell you something and make you stay “on the line” forever, but not me. I actually want you to walk away with something tangible and not waste your time. So, let’s do this!

See you inside!

– Sheila


Fill out the form below for instant access to the Systems Rate & Review Workbook

We need your info to send you the Workbook. Whether you want more resources is up to you: you’ll receive an email with the link to the Workbook (just in case) and you’ll be asked to confirm whether you also want us to share other resources and info via email that may help you. You may unsubscribe from these communications at any time – it’s automatic and immediate. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy. We’ll never sell your information or spam you, either. Promise. 😉We follow European privacy guidelines: we believe email should be an opt-in, not an opt-out.

Exit mobile version