FOR COACHES, CONSULTANTS, COURSE CREATORS + OTHER ONLINE EXPERTS
Stop Guessing. Start Growing.
Get the clarity and confidence you need to grow and scale.
The Systems in Sync™ Audit is a deep-dive, expert analysis of your Simplero account to pinpoint gaps, map your client, and create a scalable roadmap to build systems that support growth.
I get it - you've worked hard to build a thriving coaching business. But behind the scenes? It's a bit of a mess.
Maybe you use an all-in-one platform like Simplero, or built your own backend with a variety of tools. But now, it just feels like a complicated tangle of funnels, tags, and automations you're afraid to touch.
Just thinking about trying to fix your tech makes you want to think about literally anything else. But the questions won't leave you alone.
What's slipping through the cracks?
Are all the tools you're throwing money at really necessary?
How much faster (and easier) would your business grow if your systems were fully streamlined and integrated?
Ready to move from guesswork to a real game plan?
The Systems in Sync™ Audit gives you a clear-eyed look at what's working, what isn't, and exactly what to do about it.
Let’s be clear: The goal of this audit is to reduce your overwhelm, not add to it. My priority is to deliver a plan that feels manageable, empowering, and exciting. You will NOT get a 50-page report telling you to scrap everything and start from scratch. Instead, you’ll receive a prioritized, step-by-step Scalable Roadmap that shows you exactly what to do first and what can wait so you can build operations that support the business you dream of.
Picture where you are now - and where you could be ...
- Juggling too many tools and logins
- Second-guessing every automation
- Wasting money on subscriptions you barely use
- Launches that feel like late-night fire drills
- Unsure where the real problems actually are
- A streamlined system that just works
- Confidence in your automations
- Every tool earning its keep (or gracefully retired)
- Launches that run like clockwork
- A clear path forward with no more guesswork
"Valerie’s strategic feedback on campaigns and automations has been invaluable, identifying opportunities for improvement I hadn’t considered. She has a gift for translating technical complexities into actionable solutions."
How the Systems in Sync™ Audit Works
No overwhelm. No endless forms. Just a clear, step-by-step process that gets you from uncertainty to clarity. Here’s how we’ll map it out together:
KICKOFF CALL
After you complete a simple intake form, we’ll start with a quick 20 minute chat to align on your goals and priorities.
Think of it as setting the GPS before we hit the road.
DEEP-DIVE ANALYSIS
Behind the scenes, I’ll review your systems, workflows, and client journey.
I look at how money, clients, and time move through your business and spot exactly where things are getting stuck.
SCALABLE ROADMAP
You’ll get a detailed report that lays out what works, what doesn't, and your roadmap to scalable systems.
This isn’t theory - it’s your customized guide to move forward with confidence.
STRATEGY DEBRIEF
We’ll meet again to walk through your Roadmap together.
You’ll have space to ask questions, clarify details, and leave with absolute clarity on your next moves.
You'll walk away with:
- A Recorded Video Walkthrough: I’ll personally walk you through your systems, showing you exactly what I see - the good, the bad, and the opportunities.
- Your Personalized Scalable Roadmap: A detailed, prioritized PDF report outlining exactly what’s broken, what’s working, and what to do next.
- A Live Debrief & Strategy Call: A 60-minute call where we review your Roadmap together, answer all your questions, and ensure you have absolute clarity on your next steps.
- Clarity and Confidence: No more second-guessing or late-night worry sessions. You'll know exactly what's working, what isn't, and have a clear path forward. Finally, you can focus on serving your clients instead of troubleshooting your tech.
Is the Systems in Sync™ Audit Right for You?
The Audit is perfect for online experts (coaches, consultants, and course creators, etc.) who:
- Are generating consistent revenue but feel their systems are holding back growth.
- Have a proven offer and established client base. You're ready to streamline the backend and take your business to the next level.
- Already use tools like Simplero, Kajabi, or a custom tech stack, but suspect they could be working better.
- Want expert guidance, not just another course or template to figure out alone.
This isn't a fit if you're:
- Just starting out or still validating your offer.
- Not open to examining and updating current processes.
- Looking for a quick fix without understanding the strategy first.
- Not ready to invest time in reviewing and implementing recommendations.
The Audit Is Just the Beginning
The Systems in Sync™ Audit isn’t about giving you more to do.
It’s about giving you a clear starting point.
It’s the Diagnosis phase of my Systems in Sync™ framework:
- Phase 1: Diagnosis
We uncover what’s working, what’s broken, and what needs attention (that’s your Audit). - Phase 2: Integrate
With the Roadmap in hand, we streamline and connect your systems so they actually support you. - Phase 3: Scale
Once your foundation is solid, we build automation engines that free up your time and grow your revenue.
The Audit makes sure every step that follows is rooted in clarity, not guesswork.
Because once you know where you’re starting, scaling becomes not just possible - but predictable.
Myths you may be telling yourself ...
Myth #1: "I should be able to figure this out myself."
You could, but is that the best use of your time? Just like you wouldn’t try to draft blueprints without an architect, you don’t need to waste weeks piecing together your systems alone. The Audit gives you clarity in days, not months.
Myth: "I don't have time for an audit right now."
If launches feel like fire drills, when will you have time? The truth is, the longer you keep guessing, the more time you waste fixing the same problems on repeat. The Audit is a short, focused process that saves you countless hours later.
Myth #1: "It'll cost too much to fix everything anyway."
That’s exactly why you need the Roadmap. Instead of pouring money into tools and projects that don’t solve the real problem, you’ll finally know which fixes matter most, and which ones can wait.
Myth #1: "I already have a VA/tech person."
Great! But if they’re working without a big-picture strategy, they’re patching holes, not building a foundation. The Audit gives you and your team a clear plan to follow, so their work actually moves you forward.
Bottom line? The Systems in Sync™ Audit isn’t about adding more to your plate.
It’s about removing the guesswork, so every move you make is the right one.
Ready to Trade System Stress for Scalable Success?
If you’re ready to stop guessing and finally get a clear, strategic plan to grow your business, the first step is to book your audit.
Your Roadmap is waiting!
Investment: $297
( 50% credited toward a VIP day if booked within 60 days of your Audit )
Who is this Audit for?
The Audit is designed for established coaches, consultants, course creators, and speakers who are brilliant at what they do, but don’t feel confident in their systems. If you’re tired of second-guessing your operations and ready for a clear plan, this is for you..
What’s the difference between the Audit and a Power Hour?
A Power Hour is for solving one specific problem in real time. The Audit looks at your whole system, finds the root issues, and gives you a prioritized roadmap for long-term clarity.
Do I need to be tech savvy to do this?
Nope. That’s the point. I’ll do the deep dive for you. You just need to answer a few intake questions and show up for our calls..
Do I need to already be using Simplero?
Not necessarily. Simplero is my specialty, but the Audit can help clarify whether Simplero - or your current setup - is really the right tool for your business.
How long does it take?
From kickoff call to Roadmap delivery, most Audits are completed within a week or less (depending upon availability, of course). Quick enough to build momentum, but thorough enough to give you answers that last.
What happens after the Audit?
You’ll leave with your Scalable Roadmap in hand. You can implement it yourself, hand it to your team, or - if you want it done fast and right - I can implement it for you in a VIP Day.
What if I decide not to move forward with further services?
That’s totally fine. You’ll still have a complete, customized Roadmap to guide you. Whether you take the next step with me, your team, or on your own, you’ll have clarity on what matters most.
What if I just need something small fixed?
If it’s just one project or task, a Focus Block or Power Hour might be better. But if you’re not sure what you need—or why your backend always feels messy—the Audit is the best place to start.
Who is this Audit for?
The Audit is designed for established coaches, consultants, course creators, and speakers who are brilliant at what they do, but don’t feel confident in their systems. If you’re tired of second-guessing your operations and ready for a clear plan, this is for you..
What’s the difference between the Audit and a Power Hour?
A Power Hour is for solving one specific problem in real time. The Audit looks at your whole system, finds the root issues, and gives you a prioritized roadmap for long-term clarity.
Do I need to be tech savvy to do this?
Nope. That’s the point. I’ll do the deep dive for you. You just need to answer a few intake questions and show up for our calls..
Do I need to already be using Simplero?
Not necessarily. Simplero is my specialty, but the Audit can help clarify whether Simplero - or your current setup - is really the right tool for your business.
How long does it take?
From kickoff call to Roadmap delivery, most Audits are completed within a week or less (depending upon availability, of course). Quick enough to build momentum, but thorough enough to give you answers that last.
What happens after the Audit?
You’ll leave with your Scalable Roadmap in hand. You can implement it yourself, hand it to your team, or - if you want it done fast and right - I can implement it for you in a VIP Day.
What if I decide not to move forward with further services?
That’s totally fine. You’ll still have a complete, customized Roadmap to guide you. Whether you take the next step with me, your team, or on your own, you’ll have clarity on what matters most.
What if I just need something small fixed?
If it’s just one project or task, a Focus Block or Power Hour might be better. But if you’re not sure what you need—or why your backend always feels messy—the Audit is the best place to start.
Who is this Audit for?
The Audit is designed for established coaches, consultants, course creators, and speakers who are brilliant at what they do, but don’t feel confident in their systems. If you’re tired of second-guessing your operations and ready for a clear plan, this is for you..
What’s the difference between the Audit and a Power Hour?
A Power Hour is for solving one specific problem in real time. The Audit looks at your whole system, finds the root issues, and gives you a prioritized roadmap for long-term clarity.
Do I need to be tech savvy to do this?
Nope. That’s the point. I’ll do the deep dive for you. You just need to answer a few intake questions and show up for our calls..
Do I need to already be using Simplero?
Not necessarily. Simplero is my specialty, but the Audit can help clarify whether Simplero - or your current setup - is really the right tool for your business.
How long does it take?
From kickoff call to Roadmap delivery, most Audits are completed within a week or less (depending upon availability, of course). Quick enough to build momentum, but thorough enough to give you answers that last.
What happens after the Audit?
You’ll leave with your Scalable Roadmap in hand. You can implement it yourself, hand it to your team, or - if you want it done fast and right - I can implement it for you in a VIP Day.
What if I decide not to move forward with further services?
That’s totally fine. You’ll still have a complete, customized Roadmap to guide you. Whether you take the next step with me, your team, or on your own, you’ll have clarity on what matters most.
What if I just need something small fixed?
If it’s just one project or task, a Focus Block or Power Hour might be better. But if you’re not sure what you need—or why your backend always feels messy—the Audit is the best place to start.
About Valerie Tate
Founder & CEO of A Clever Cat
Hi, I'm Valerie Tate, a Simplero Certified Expert, Systems Specialist, and the founder of A Clever Cat.
For the last 9 years, I've been the trusted partner for brilliant coaches, consultants, and course creators who are tired of their technology getting in the way of their vision.
I'm not just a "tech VA" who checks off a list of tasks. I'm a strategist who thinks about your business as a whole. My superpower is translating your big, ambitious goals into a calm, streamlined, and reliable system that just works.
Why? Because I believe your business operations should work as brilliantly as you do.
You're not supposed to be a tech wizard. You're supposed to be serving your clients, creating your content, and changing lives. My job is to handle the backend chaos so you can get back to your zone of genius with confidence and peace of mind.
When I'm not untangling tech, you can find me playing Dungeons & Dragons, watching fantasy/sci-fi/superhero films, or playing with my cats.
Let's build a business that supports your life instead of consuming it.
