My Initial Business Systems Revamp

System Focus: Full Business Cleanup & Foundational Systemization

Tools Used: Moxie, Notion, Flodesk

Transformation Area: Time savings, confidence, daily clarity, and emotional regulation (especially for AuDHD/OCD)

Before

Running my business used to feel like a constant…mess, honestly. I was doing everything manually—sending contracts, signing clients, onboarding, taking notes, remembering follow-ups. I had no real systems at all. Just some stuff scribbled on Post-its, buried in Apple Notes, or floating in my inbox… actually even random pieces of mail on my desk. I’d forget client conversations, scramble before calls to reread notes, and constantly feel behind or like I was missing something important.

I had no clear project tracking, no automated onboarding, no real client management system, and no centralized place to organize what I was working on. It was overwhelming and shame-inducing. I felt smart, but not capable. I didn’t feel consistent or trustworthy, and I definitely didn’t feel like a real business owner. The executive dysfunction, anxiety, and internal chaos were nonstop.

After

The first system I ever built for myself was what changed everything.

I found Moxie, set up Flodesk, and started building out a clean, automated onboarding system. I mapped out what I wanted to happen when someone inquired or signed a contract. I templated my emails, automated reminders, created smooth client experiences, and started running my business like a business.

I also built a custom client management system inside Notion, with a centralized place to track tasks, client notes, ideas, and deliverables. Each client had their own page, connected to the overall project and task system, so nothing would get forgotten or lost.

I created time tracking systems. A capacity view. A client portal. Automations to trigger follow-ups and reminders, custom contract workflows, even ways for clients to update their payment info without me having to chase them down.

It started simple, but grew fast—and for the first time ever, I actually felt on top of things.

Key Outcomes

• Massive anxiety relief. I didn’t have to remember everything anymore.

• No more shame spirals. I stopped ghosting tasks and clients out of fear.

• Executive function support. My systems thought for me when my brain couldn’t.

• Confidence boost. I finally felt legit. Not just smart—but wildly capable.

• I actually discovered that I’m a creative person…. just because my brain was finally freed up to think creatively.

• More joy. I actually enjoyed my work again.

• A STOP to Sunday/Monday dread.

Why It Worked

It didn’t just get me organized, it supported my nervous system. I wasn’t trying to “fix” my brain anymore. I built systems that worked with it. And as soon as I stopped using shame as a motivator and started relying on systems for consistency, everything changed.

This foundational system build was what unlocked everything else: the creativity, the capacity, the ability to grow without burning out. It’s the reason I’m able to do what I do today—for myself and for my clients.