Organized Systems for Relaxed Success

*

Organized Systems for Relaxed Success *

Running a business doesn’t have to feel overwhelming. At The Cozy OBM, I’m here to help you create calm, organized systems so you can focus on what truly matters (like watching a Disney movie on the couch with your kids while your business continues to run in the background). Here’s a peek at my simple, streamlined process:

HOW WE’LL WORK TOGETHER

My Process

1. Discovery Call

We’ll start with a friendly, no-pressure discovery call. This is your chance to share your business goals, challenges, and the areas where you need support. During our conversation, we’ll discuss:

Your current systems and processes
(or lack thereof) 

Areas where you’re seeking support

How I can help you build simple, effective systems

Pricing, timelines, and potential next steps


By the end of our chat, we’ll both have a clear idea of whether we’re the right fit to work together!

2. Proposal Review

After our call, I’ll put together a personalized proposal that outlines:

The scope of work and your goals

Expected outcomes for your business

A timeline for getting started

Pricing details and payment terms


Once you’ve had a chance to review the proposal, we’ll make any necessary adjustments. When you’re happy with the plan, you’ll sign the contract and submit your initial payment to lock in your start date.

3. Getting Started

It’s time to make your systems cozy and stress-free! We’ll kick things off with a call to handle the essential admin tasks:

Sharing necessary logins and access

Reviewing your current systems

Outlining our next steps and action items


From there, I’ll step in to manage the details while you take a well-deserved break. Whether we’re crafting SOPs, streamlining processes, or overseeing daily operations, I’ll keep everything running smoothly.

Ready to create a calm, organized business?

Book your discovery call today, and let’s build systems that fit you—without the hustle or overwhelm.

Caitlin, an online business manager, standing with her laptop. She is ready to begin a cozy clarity session with a client.

My Services

The Cozy Clarity Session

Feeling stuck in your business? Whether you're gearing up to hire, refining your systems, or figuring out how to make your business feel more you, this 90-minute strategy session is designed to help you clear the clutter and take your next best step with confidence.

Investment: $299

  • Step 1: You’ll fill out a quick questionnaire so I can get to know your business and your biggest pain points.

    Step 2: We’ll hop on a 90-minute strategy call where we’ll dive deep into your challenges and map out your next steps.

    Step 3: You’ll walk away with a customized action plan—because running your business should feel clear, calm, and doable.

  • - Creating a roadmap for your next hire

    - Mapping out a streamlined system for your business

    - Crafting social media content pillars that feel aligned

    - Laying the groundwork for clear, actionable SOPs

    - Organizing your projects so you can stop spinning your wheels

    - Answering your biggest business questions—without the fluff

This isn’t about giving you more to do—it’s about making sure you’re doing the right things in a way that feels good. Let’s take the next step together.

Work station setup with laptop, notepad, and coffee used for taking notes, business planning, and operations support

Investment starts at $1,250/month

The Cozy OBM Retainer

  • Your business is growing, and while it may still be small, you’re ready to set up a strong foundation of systems and processes. With the right support, you'll be prepared to scale with ease as your growth continues.

  • You’re feeling stretched thin as your business grows faster than you can manage. It’s time to bring in someone who can streamline your operations, making everything more efficient and ready to scale—without the stress.

  • Your business is thriving, and it’s time to step fully into your CEO role. With your behind-the-scenes tasks handled, you can focus on what you love most while everything runs smoothly in the background.

Don’t worry if you’re not sure exactly where you are in your business. During our discovery call, we’ll put together the perfect package to get you running things in a way that makes sense for you!

Caitlin sitting, prepping to help a client with operational support and strategy

Clear, easy-to-follow systems are the backbone of a smooth-running business. Whether you're onboarding clients, hiring new team members, or documenting your day-to-day operations, I’ll help you create Standard Operating Procedures (SOPs) that make delegating effortless.

With the right SOPs in place, handing off tasks to your team or assistant becomes seamless—no more endless back-and-forth, confusion, or wasted time. When you need to step away, your business keeps running smoothly, saving you time, energy, and money while giving you the peace of mind you deserve.

Let’s build a business that works for you, even when you’re not working

Investment varies based on project scope

The Operations Blueprint

Desk set up with laptop and ipad used to onboard a new Asana VIP Day client

Asana VIP Day: Simplify Your Tasks, Organize Your Life

Asana is a project and task management tool that helps you stay organized and on top of deadlines. My Asana VIP Day provides a customized system to fit your needs so you know exactly what tasks to focus on and when. No more guessing where to start your day.

Investment starts at $399

  • An Asana VIP Day is for anyone who wants a better way to manage tasks and projects—whether for business, school, or daily life. This service is ideal for:

    • Business owners who need a streamlined system to manage projects and tasks efficiently.

    • Busy parents juggling schedules, appointments, and household responsibilities.

    • High school and college students looking for an organized way to track assignments, tests, and deadlines.

    • Anyone managing large projects or recurring tasks who wants a structured, stress-free approach.

    If you’ve ever felt overwhelmed by everything you need to keep up with, this is for you.

  • Without a clear system, tasks pile up, deadlines sneak up on you, and keeping track of everything becomes overwhelming. A well-organized project management system can help you:

    • Keep track of important deadlines without relying on memory.

    • Manage recurring tasks efficiently, so nothing gets overlooked.

    • Reduce stress by having everything organized in one central place.

    • Increase productivity by breaking projects into clear, manageable steps.

  • During your Asana VIP Day, we’ll work together to create a customized project management system tailored to your needs. This includes:

    • Setting up Asana from scratch or optimizing your current setup.

    • Organizing tasks, projects, and deadlines for better clarity.

    • Automating recurring tasks to save time and effort.

    • Building out templates for business processes, school assignments, or household planning.

    • Providing personalized training so you feel confident using your new system.

    By the end of the day, you’ll have a system that makes managing tasks easier and more efficient.

  • A project management tool like Asana isn’t just for businesses—it’s for anyone who wants to stay organized and in control. With Asana, you can:

    • Get a clear overview of your tasks and projects in one place.

    • Prioritize and plan ahead with structured workflows.

    • Reduce overwhelm by creating a system that works for you.

    • Boost productivity by streamlining how you manage tasks.

    • Instead of trying to keep track of everything in your head, let’s build a system that works.

Whether you need a little clarity or full-scale business management, I’m here to help. Let’s chat about what your business needs!