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Jackie Klein, CRM

Meet Jackie
the Automations Queen

An Expert in Simplicity and Organization

I help women solopreneurs turn scattered systems into intentional, automated HoneyBook setups that save time, simplify client workflows, and create space to grow.

 

Before this, I was a teacher, which means problem-solving and process design are in my DNA. I enjoy breaking down complexity into clear steps, building systems that feel manageable (not messy), and helping you get back to running your business rather than constantly managing it.

Why This Matters

If your systems feel messy or you’re juggling too many tools, that’s normal but it shouldn’t stay that way. The right workflows and automations don’t just keep you organized; they give you back time, confidence, and clarity so you can focus on what matters most: serving clients and growing your business.

How I Work With You

I specialize in intentional systems design, smart automations, and workflows created for your real business, not an idealized version of it. My approach is strategic, practical, and focused on results that stick.

If you're a solopreneur, you need Jackie because. . .

She will create templates and automations to streamline your processes.

She will simplify your back end operations for peak efficiency

She will help consolidate multiple platforms that currently manage your business

Sunrise over Mountains

You've got Questions

I've got answers!

Gradient

What's a Systems Strategy Session? 

A focused 60-minute call where we evaluate your current setup, clarify what’s slowing you down, and map out clear next steps, whether that means optimizing what you already have, a Sprint, or a Full Build.

How do payments work?

Payment plans are available for Sprints and Full Builds to keep the investment manageable. Power Hour and Strategy Sessions are paid at booking.

Do You Work With People Not on HoneyBook Yet?

Yes! I can help you determine whether HoneyBook is the right fit, what tools you actually need, and how to get started intentionally not overwhelmed.

Do you only work with certain industries?

No. I work with service-based women solopreneurs across many industries. If you’re ready to create systems that help you work better and grow with confidence, you’re in the right place.

In loving memory of Lucia: my canine collaborator and office assistant.
Lucia brought joy, comfort, and wagging-tail encouragement into every workday, and she’ll always be part of my story.

Serene Gradient
My Office Assistant
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