Client Spotlight:
Strategic Tax Planning
The Challenge: From Overwhelmed
to Optimized
After years of feeling stuck and resentful about how her business was running her life (instead of the other way around), Kristin, founder of Strategic Tax Planning, was ready
for change. Despite working with coaches and making progress, she was still missing the cohesive systems and automations she needed to scale her business and step
back from the day-to-day chaos.
Client Spotlight:
Strategic Tax Planning
The Challenge: From Overwhelmed to Optimized
After years of feeling stuck and resentful about how her business was running her life (instead of the other way around), Kristin, founder of Strategic Tax Planning, was ready for change.
Despite working with coaches and making progress, she was still missing the cohesive systems and automations she needed to scale her business and step back from the day-to-day chaos.
The Solution: Simplify, Streamline, and Shine
Kristin trusted me to help her transform her business from scattered to streamlined. Here’s what we delivered:
A Stunning Website: Designed a modern, functional site that highlights her expertise and engages potential clients.
Custom CRM Automations: Built seamless workflows to simplify client onboarding and discovery processes, removing the manual stress.
Operational Streamlining: Helped reduce friction for her staff, saving them time and energy while improving client experiences.
Clear Systems: Created systems that finally gave Kristin room to breathe, focus, and feel excited about her business again.
The Solution: Simplify, Streamline, and Shine
Kristin trusted me to help her transform her business from scattered to streamlined.
Here’s what we delivered:
A Stunning Website: Designed a modern, functional site that highlights her expertise and engages potential clients.
Custom CRM Automations: Built seamless workflows to simplify client onboarding and discovery processes, removing the manual stress.
Operational Streamlining: Helped reduce friction for her staff, saving them time and energy while improving client experiences.
Clear Systems: Created systems that finally gave Kristin room to breathe, focus, and feel excited about her business again.
The Transformation: From Stress to Success
With her website up and running and automations doing the heavy lifting, Kristin can focus on serving her clients and growing her business. The systems we’ve put in place mean no more dread around onboarding—it’s now an exciting opportunity to shine.
The Transformation: From Stress to Success
With her website up and running and automations doing the heavy lifting, Kristin can focus on serving her clients and growing her business. The systems we’ve put in place mean no more dread around onboarding—it’s now an exciting opportunity to shine.
What the Client Said:
"For the past several years, I was feeling more and more resentful of how my business seemed to run my life instead of the other way around. I’d done a lot of work with various business coaches and made significant progress, but I still lacked the cohesive systems and processes that would allow me to scale or step away from the day-to-day operations.
I started working with Caitlin three months ago and I can finally say I feel hopeful—for the first time
in years—that THIS is the year I’ll cross the finish line. Caitlin has been instrumental in fine-tuning and automating my discovery and onboarding processes, which has completely transformed my mindset.
I no longer dread onboarding a new client.
Instead, I feel excited and prepared because the systems we’ve implemented are setting me up
for success rather than stress. I know this isn’t an overnight fix, but I’m confident that Caitlin’s expertise will allow me to keep running my business while we work to build the systems and automations behind the scenes that I’ve always needed. I’m excited for the future and
grateful to finally see the light at the end of the tunnel."
– Kristin Kippen, Owner
Strategic Tax Planning
What the Client Said:
"For the past several years, I was feeling more and more resentful of how my business seemed to run my life instead of the other way around. I’d done a lot of work with various business coaches and made significant progress, but I still lacked the cohesive systems and
processes that would allow me
to scale or step away from the
day-to-day operations.
I started working with Caitlin three months ago and I can finally say I feel hopeful—for the first time in years—that THIS is the year I’ll cross the finish line. Caitlin has been instrumental in fine-tuning and automating my discovery and onboarding processes, which has completely transformed my mindset. I no longer dread onboarding a new client.
Instead, I feel excited and prepared because the systems we’ve implemented are setting me up for success rather than stress. I know this isn’t an overnight fix, but I’m confident that Caitlin’s expertise will allow me to keep running my business while we work to build the systems and automations
behind the scenes that I’ve always needed. I’m excited for the future and grateful to finally see the light at the end of the tunnel."
– Kristin Kippen, Owner
Strategic Tax Planning
Key Results:
Stress-Free Client Onboarding: Automated processes that make bringing on new clients seamless and enjoyable.
Operational Efficiency: Reduced staff workload with systems that work behind the scenes.
Professional Branding: A website that showcases her expertise and builds trust with potential clients.
Hope for the Future: Created a foundation for sustainable growth—and a renewed love for her business.
Looking Ahead:
Strategic Tax Planning is now poised for growth, with systems and tools that allow Kristin to focus on what matters most: serving her clients and scaling with confidence.
Key Results:
Stress-Free Client Onboarding: Automated processes that make bringing on new clients seamless and enjoyable.
Operational Efficiency: Reduced staff workload with systems that work behind the scenes.
Professional Branding: A website that showcases her expertise and builds trust with potential clients.
Hope for the Future: Created a foundation for sustainable growth—and a renewed love for her business.
Looking Ahead:
Strategic Tax Planning is now poised for growth, with systems and tools that allow Kristin to focus on what matters most: serving her clients and scaling with confidence.
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