Gameplan

Kate Reddish

Hite Labs

Current Situation

You're running KMR Creative on referral and word of mouth. Most of your time goes into being fully embedded in your clients' worlds. With your anchor client Nathan, that means holding everything together: the notes, the dashboards, the follow through.

You want the business to grow enough to replace the income you and Eric lost. But the work that makes you indispensable is also the work eating your week.

Pain Points

  • Weekly mastermind dashboard updates take about an hour and a half of pure admin
  • The VIP Day report reads like a narrative instead of a clean synthesis
  • Referral outreach lives in a plain sheet with no system for follow-up
  • Six or seven email accounts mix newsletters and client work at the same level of urgency

Review the directions below and check the ones you'd like to reserve and move forward with. Each direction requires a $500 deposit, credited toward each build.

Direction

1

Ready when you are

The hour and a half of pure admin each week becomes a first draft you check in minutes. Once you see it work here, the same approach applies anywhere else you're turning notes into a written update.

Client Update Drafts, Ready for Your Review

Challenge

Every week you take the Otter transcript from your mastermind calls, pull notes on each participant, link the video, and copy the summary into their dashboard by hand. It's thoughtful work. It's still admin.

Solution

Start here. It pays for itself fastest and shows you the pattern for everything else. After each mastermind call, this pulls the transcript and notes and writes the update straight into the dashboard doc that already exists for that participant. No new document, no new format.

You review it, add the finishing touches you care about, and approve. Once this is built, the same technique works anywhere you're turning a transcript into a written update. Your VIP Day report included. Transcript in, existing draft updated, you review and approve.

~90 min per weekly update to ~10-15 min review

Direction starts at

$1,150

Reserve for $500, credited towards the build

Direction

2

Ready when you are

No more wondering if you've fallen behind. The system tells you who's due, so tending relationships stops competing with everything else on your plate.

A Real System for Your Referral Outreach

Challenge

You're starting to track the people you're connecting with, but right now it's just a sheet. Nothing tells you who to follow up with or when. It depends on you remembering.

Solution

This moves your outreach tracking into a Notion database, the kind you were just introduced to. New contacts from your meetings populate it automatically instead of you typing them in.

You set a check-in day, and it sends you a report of who's new and where things stand with everyone else. Following up stops depending on memory.

From a static sheet to a weekly check-in that tells you who's due for outreach

Direction starts at

$1,150

Reserve for $500, credited towards the build

Direction

3

Ready when you are

One inbox for business, one for personal, nothing crossing between them by accident. Newsletters are filed, not gone. Your daily view only shows what actually needs you today.

One Inbox for Business, One for You

Challenge

You've got six or seven email addresses spread across business, personal, and legacy accounts, plus newsletters and client work sitting at the same level of urgency. You've already thought about consolidating onto your named business address. Without rules in place, personal and business content just mix together instead of staying apart.

Solution

This consolidates your accounts onto your primary business address, the way you'd already started thinking about. Secondary accounts forward in, personal mail stays on its own account, and rules decide what crosses that line.

Newsletters and reference email get tagged and filed out of your daily view. Fully searchable, nothing deleted.

Newsletter and reference email cleared from daily inbox, personal and business kept separate, fully searchable on demand

Direction starts at

$1,600

Reserve for $500, credited towards the build

Pick the directions you want to start with

Reserve my Direction
You're in.You'll receive an invoice for your selected directions shortly.
Oops! Something went wrong while submitting the form.