03/22/2026
When Abbie reached out, she had a clear vision for her business–she wanted to spend more time in her zone of genius: speaking and coaching women on how to transform stress management from a concept they understand into a skill they can access in real time.
She wanted to better leverage her software tools and automation to free up her time, but she wasn’t entirely sure where to start.
Enter our Operations Uplevel. 👋
We started by mapping out her entire client journey–and used that process to also design her ideal client experience, from the moment someone reaches out all the way through gathering feedback at the end of an engagement.
With every touchpoint defined, we worked together to build the templates and assets to support it: welcome emails, intake questionnaires, proposals, feedback forms, and more. From there, we coached Abbie on how to leverage her CRM to manage and automate the steps of her client journey.
The result? A client experience that works as hard as she does–and a foundation she can build on as her business grows. 💃🏽
We loved working with Abbie to support the amazing work she’s doing in the world. If you’d like to learn more about that work, give her a follow at Embody by Abbie.