Ready to start running your business on autopilot? This 3-day masterclass will cover the go-to business systems so you can communicate, operate, and network with confidence. You’ll walk away knowing how to set up your systems to scale and implement workflows and processes for every layer of your business.
Here’s what you’ll learn in three 60-minute sessions:
✅ How to master Dubsado, Flodesk, and ClickUp to run smooth backend processes
✅ How to nail your booking process with streamlined proposals
✅ Implementation ideas to elevate your client experience
✅ How to use your email marketing to create powerful list-building assets
✅ My expert tips for managing client projects and your team in your PM system
sign me up!
systemizing Your biz in 3-days
exclusive masterclass replay
Mastering Your CRM in Dubsado
Session 1
Walkthrough of Major Dubsado features like the workflows, scheduler, proposals, client portal, and payment plans
Tips on using the system to create a 5-star client experience
How to create your converting templates & Assets
Nailing Your Proposal Process
List Building with Flodesk
session 2
Pro tips on how to confidently use your email marketing system
Learn how to Segment & Create Waitlists
Dive into Opt-Ins
Walkthrough a LIVE opt-in workflow buildout
staying Organized with ClickUp
+ Bonus Zapier discussion
session 3
Best Practices for Setting Up Your Project Management System
How to create SOPs for every facet of your biz
Ways to use your PMS to manage your team + outsource
BONUS: Zapier Connections + live set up walk through
Hey, I’m Taylor and I’ve dished up over 300 custom workflows for entrepreneurs. After developing multiple sleek systems for powerhouse online experts, I now act as your elite, one-stop-shop for workflow integration, client experience, and systems automation. Why should you spend time Googling and second guessing each step when we can walk through it together, giving you every tool you need to set up your backend systems to succeed and scale?
Functional + efficient backend systems can unlock amazing results for you. Time freedom. An elevated customer journey. Clear business insights. You’re full steam ahead, let’s give you the systems that matches your pace.
Your systems pro helping you systemize and streamline the nitty-gritty of your business.
presented by taylor torres
count me in
• You are ready to have systems set up that can support your growth
• you feel overwhelmed learning new platforms + what they can do
• you have these systems, but you don't feel confident using them to their fullest
• you want to expand your knowledge in your systems to support future launches/offers
This is for you if...
• You don't plan on using these systems in your business
• you don't want to save time with workflow automation
• you use these systems, but someone else on your team oversees them
• you are already an expert in these systems & processes
This is NOT for you if...
Frequently Asked Questions
Although the overarching topics, such as client experience, list building, or project management, can be used in any platform, this class training will be specifically focused in these systems to ensure you feel equipped taking the resources and diving straight into your system on your own.
That's great! This masterclass will dive deep into specific uses, features, and processes for each platform. You will discover how to use the platforms to their fullest and even gain clarity in how to expand the ways you're already using them.
Like most online courses and education, this program doesn’t offer refunds. Not sure if it’s right for you? We’ll answer any questions before you invest.
Email taylor@chanelandlee.com
Yes! Once you've purchased your seat to the class, you will get unlimited access to the class replays and all resources used. Even if you can't make it live, the class recordings will be invaluable to teach yourself or your team!
YES! You can book us for a full system, DFY setup or a streamlined strategy session where we can help you tap into your systems positioned for your unique business.
exclusive masterclass replay
Systemizing Your Biz In 3-Days
Your 3-day roadmap to confidence & clarity in your backend systems. Ready to set yourself up to scale?
"She is a wizard at what she does. She makes whatever process you start with her seem so simple and easy to understand. Her attention to detail is INSANE."
- rachel
"This has been so amazing. Dubsado has been on my list for over a year, and this was the kick in the butt to start diving in."
- grace
"I've gained so much clarity from Taylor. She helped me get more efficient with my day to day tasks. Light bulb moments had me feeling SO great!"
- kimberly