Optimize Processes. Automate Workflows. Integrate tech.
Creating automation solutions for digital service providers
Let's Reclaim Your Time So You Can Focus On Delivering Quality Service And Growing Your Revenue
Make your tech work for you.
We help you refine your vision and make your tech work for you. Spend less time on your manual tasks and more time serving your clients.
We can help you:
Map out tailored system strategies
Start from scratch or fix what you have already. We will help you create a strategy that aligns with your goals.
Fine-tune your processes
Make what you you're currently doing work better. Let's figure out where you can save time and effort and improve the process.
Set up the right tech tools
Choose the tech that makes sense for your business, and dump the rest. Let's figure out what's right for your specific needs.
Automate your workflows
Stop doing the same repetitive manual tasks over and over. Let's build some automations to handle some of of that time-consuming work.
Ready to get started?
What Our Clients Get
System & Workflow strategy
Strategies to create solutions that support how you work
Process planning & optimization
Improved processes to eliminate redundant steps and reduce manual effort
Workflow Automation
Automated workflows that do the time-comnsuming routine steps for you
Application Integration
Connected tools for smoother execution
Data Migration
Moving data from one tool to another to minimize business disruption
Transition Support
Support to help you feel confident in creating or adopting your new solution
TESTIMONIALS
Client Results
"Brandee made the whole process easy and quicker than I could have done it myself"
""I saved money by simplifying my tech stack and Brandee helped me transfer my automations quickly! I did not have any hesitations. I knew I needed someone to help me so I did not have to spend weeks learning to migrate my program from one platform to the other. I’d absolutely recommend her service! Brandee made the whole process easy and quicker than I could have done it myself. What made her service stand out is how easy Brandee was to talk to and communicate with. What I liked best in my experience working with her is when an automation misfired, Brandee figured out the issue and fixed it for me quickly."
- Brittney Scott
"I saved money by simplifying my tech stack"
"I saved money by simplifying my tech stack and Brandee helped me transfer my automations quickly!" - Brittney Scott
"Working with Brandee took the stress off me"
"It was great working with Brandee to get my systems in order. I have a difficult time figuring out the best way to plan my process and she definitely took the stress off of me with her help. She set up my Dubsado CRM automation, now I won't have to think about sending emails because many are automated. I can ensure my clients will receive everything they need at the right time throughout my process. Clients will be impressed and feel like I'm there with them every step of the way. Prior to working with her, I recently created a new package that I knew would need more steps, and I struggled with figuring out the order in which certain things should happen. Brandee made sure to go through the process with me on zoom, and she also did a test run so I know she's extremely thorough in her work!"
- Kristian Thompson
"I would recommend to anyone having difficulty streamlining their business processes"
"Before my session with Brandee, I felt overwhelmed by the various systems I was using or planning to use in my coaching program. I needed a simple process to eliminate overwhelm and focus on delivering high-quality services to my clients. Brandee helped me create a workflow (operations vs. client) and map out the systems I’d need at each critical point. What I loved most about my consultation was the ease and flow of the session. I would recommend Brandee to anyone struggling to streamline their business processes and looking for a simple way to manage and monitor their overall process flow. I was hesitant to book a consultation because I had never worked with a Systems Coach before, but Brandee truly helps you eliminate overwhelm."
- Georgia Wolfe-Samuels
"Brandee provides guidance and strategy that is clear and concise"
"Brandee provides guidance and strategy that is clear and concise! She asks the right questions to get the client to take a step back and critically examine the current process. With the information provided, she helps you assess what’s working and determine what’s needed. Her roadmap comes with helpful strategies presented in a cohesive, goal-oriented way. It was a pleasure working with her."
- Neph Tefera
"Brandee talked me through everything, expertly guiding me in the right direction while offering alternative ways of thinking"
"As an entrepreneur in the process of rebuilding my business, I was overwhelmed with how to make sure my lead and sales processes were set up correctly. As a result of my session with Brandee, I now have a clear direction on how my lead and sales processes should flow. She also provided suggestions on how I could further streamline my systems. What made me the happiest is how easily Brandee talked me through everything. She expertly guided me in the right direction while also providing alternate ways of thinking. It’s always great to get a different perspective. Prior to booking my session with Brandee, I was going in circles unsure of the best way to go about setting up my processes and systems. My main concern that would have stopped me from booking a consultation with Brandee was that it was going to be a super complex process, but Brandee immediately put my mind at ease by breaking things down simply in a way I could understand."
- Adia White
"Brandee helped me unlock a solution that had been blocking me from connecting with my clients"
"Before booking the consultation with Brandee, I didn’t know what to do after nurturing my clients through the lead magnet funnel and I was stuck trying to figure out the proper funnel for leads that come through my discovery call process. In just 30 minutes, Brandee managed to unlock a solution that was preventing me from getting through to my clients. I now can spend more time doing the things I love to do in my business, and less time on the back end tech. During the consultation, I was surprised to find out that I'm on the right track with thinking about how I want to move my clients through my process and I am happiest that Brandee was able to guide me towards a simple solution. Through talking it through, I have the confidence I need to move forward with the solution she suggested. I definitely recommend consulting with Brandee if you want to be able to take the process in your head and understand the proper tech solution for it. I hesitated to book the consultation because I have a tendency to want to have everything figured out end to end, which is a lot of pressure as a new business owner. In actuality, I really just needed to talk out loud to figure out how to automate the next steps in my process. My main concern that would have stopped me from booking a consultation with Brandee was that as a new entrepreneur, my tech needs are not massive and the process is always changing as I discover new information. I can do things manually, but I really felt the need to reduce the number of manual tasks so I can use my mental capacity to focus on my client's needs."
- Danelle Brister
"I learned how to break down my client base and determine what systems are needed at each phase of client interaction"
"Brandee helped me understand that my systems are a combination of technology, processes, and people. Through this session, I was able to learn how to break down my client base and figure out what systems I need for each phase of the client interaction. I have a lot of work ahead of me to set up these systems but I know that I now have the right foundation thanks to Brandee! I love how Brandee quickly helped me get clear on the real problem I had. I thought the tech was the issue but really it was that I had not broken down my client groups and thought through the various layers of our interaction. I came in confused and left really clear and all it took was 15 mins! Absolutely recommend this! With the right foundational knowledge, you can start working efficiently! I had no hesitation about booking a systems consultation with her."
- Mary Adeyemi
"I had an aha moment when I finally sat down and started mapping everything out"
"I was hesitant prior to booking the consultation with Brandee because I didn’t feel prepared enough to book a session. After the session, I had an aha moment when I finally sat down and started mapping everything out. This is something we discussed during the session, mapped out the entire process before you start building anything. I appreciated Brandee’s patience. I didn’t feel rushed and she didn’t make me feel like I couldn’t ask more questions. I’d recommend her consultation service. It’s always good to have a line of communication where you can ask your questions to a person as opposed to sending an email."
- Brittany Denise
"She really listens well and helped me to understand the current functionality of the SaaS I’m using"
"Brandee is easy to work with, understands the software and goes the extra mile with video and written instructions. She really listens well and helped me to understand the current functionality of the SaaS I’m using, Suitedash. As a result of my consultation with her, I’ve realized that Suitedash is not quite as complicated as it seems. I have my next steps laid out, with eventually moving over to using Suitedash with my business. Prior to working with Brandee, I struggled with understanding my specific needs and how to access those needs inside of Suitedash. Brandee helped me to understand what Suitedash is currently capable of, and I can now set up more of my business inside of Suitedash."
- Emily Boudwin
Frequently Asked Questions
My system and tech needs aren't massive right now, and I'm in the "messy middle" of figuring out my process. Do I need to things figured out before I can work with you?
Nope not at all! I don't expect you to have all the answers for trying to figure out your system. That's what I'm here for! I'll help you take the process in your head and understand the proper tech solution for it.
Will I need to know a lot about systems and tech before I can work with you?
Nope! I'll educate you and break things down for you in a simple way to help guide you in the right direction.
What is the investment range for services?
Yes. The investment for systems coaching with TBM Systems Co ranges from a few hundred dollars to 4 figures. The investment for systems strategy and implementation services ranges from 4 to 5 figures.
Operational Systems Strategy & Support for Service-based Entrepreneurs
Got a project in mind? Drop me a message, and let's start the conversation!