Ever wondered what really happens when you work with a systems strategist for your business and life? In this episode, I break down my exact process, the phases we go through together, and how having someone focused on strategy (not just tech setup) frees up your time and gives you clarity. If you’re feeling weighed down by messy workflows and craving more structure so your business can run smoothly, even when you’re offline, this episode is for you.

Key Insights

• Understand the four phases I use to streamline your business systems
• Learn how strategy-first workflows lead to more time freedom and an elevated client experience
• Find out how a systems strategist can give you peace of mind and empower you to tweak your own workflows

So… What Does a Systems Strategist Actually Do?

If you’re new here, you may be wondering what it even means to work with a systems strategist. In simple terms? I help mompreneur service providers and mission-driven women build workflows that feel good and function well behind the scenes of their business. I break this down more in episode 100 of the podcast: What Does A Systems Strategist Do? And How Do I Know If I Need to Hire A Systems Strategist?

A system strategist doesn’t just plug tools together or set up your tech. We lead with strategy. We map out how things should flow first—then we choose and configure the tools that support that flow.

Whether it’s your client experience, internal operations, or even your household rhythms, systems are how we create space for what matters most.

What It’s Like to Work with a Systems Strategist (My Process)

When we work together, I guide you through a 4-phase framework I like to call Discover, Design, Develop, Deliver. It’s intentional, strategic, and customized to fit your business and your life.

1. Discover

This is the assessment phase. I ask the questions that help us pinpoint where things are breaking down and what kind of workflow or automation would truly serve you best. We get clear on what’s happening now and what’s possible moving forward.

2. Design

Once we know the goals and the gaps, I map out a customized workflow that fits your business model, client journey, and capacity. This isn’t just about what’s trendy—it’s about what’s sustainable and aligned. I define systems as the integration of your processes, people, and tools, and all of those pieces get considered in this phase.

3. Develop

This is where the magic happens behind the scenes. I build out your systems inside your tools—Dubsado, Zapier, Flodesk, ConvertKit, or whatever you’re already using. It’s like translating the map we created into a functional, tech-supported journey that works when you’re not working.

4. Deliver

Once everything is built, I hand off the keys. You get personalized tutorials, training, and two weeks of support (if you’re in the Harmony Systems Sprint) to make sure everything runs smoothly. You’re not left guessing—you’re equipped.

Built for Strategy, Wired for Simplicity: Working With a Systems Strategist

A while back I took a personality test and came out as an INTJ “The Architect.” The description literally said I “possess a rare combination of vision and pragmatism” and “approach life with a strategic mindset, always planning several steps ahead.”

That’s exactly how I show up in my client work. I’m constantly thinking about the bigger picture, looking for ways to streamline, simplify, and structure your systems so they actually serve you. Not just in business, but in life, too.

And I’m always going to advocate for solutions that are simple enough for you to manage. Strategy is only helpful if it fits your real life.

Here’s What You Get When You Work with Me

If you’ve been wondering what it’s like to work with a system strategist like me, here’s what you can expect:

• Clarity around your workflows and client journey—no more guessing how it all fits together
  
• Time freedom because you’re not manually managing a hundred moving parts anymore
  
• An elevated client experience that’s seamless, thoughtful, and memorable
  
• Peace of mind knowing things are running in the background, even when you’re offline
  

One of my favorite compliments? A client told me her podcast guests were raving about how smooth her booking process felt. That’s the power of a system that works.

Ready to Experience This for Yourself?

If your backend feels like a mess, your client experience is inconsistent, or you’re constantly rebuilding processes on the fly—it might be time for your own systems sprint.

Inside the Harmony Systems Sprint, I take you through this full process and your “Develop” phase happens in just one week. You walk away with a client experience that’s structured, streamlined, and synced with your capacity.

Click here to apply. Or if you’re still figuring out whether it’s a good fit, send me a DM on Instagram and let’s chat. I’d love to hear about your business and how I can support you.

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Ways I Can Serve You

Harmony Systems Sprint: A VIP Week where I’ll set up the automated workflow for your client experience, from inquiry to offboarding. The full process includes a pre-sprint meeting to map out your workflow, and time for you to gather the assets needed before the VIP week. And after your VIP Week, you still have 2 weeks of support!

Workflow Work Session: Only need your workflow mapped out, no automation implementation or CRM setup? Check out this one time session.

Harmony, No Hustle Private Podcast: Are you tired of trying to juggle your business and family life, only to feel like you’re constantly dropping the ball. It’s time to say goodbye to the impossible balancing act and embrace something better. Work-life harmony. I created the private podcast Harmony, No Hustle just for moms like you. It’s your go-to, faith based resource for practical tips and actionable strategies to help you integrate your work with your family life. So you can thrive in both without sacrificing either.

Join Email Community: In this community, you can expect to get email notes, written by me, that focus on all things business systems including processes, client experience and automation. I also believe life systems are important too, so I’ll be sharing content related to home management, self care and more. Plus I’ll give you an inside look into my journey of navigating entrepreneurship as a Christian mom.

Let’s Connect

• Connect with Phylicia on Instagram
• Connect with Phylicia on Threads
• Visit the Website
• Ask me (Almost) Anything Form
• Send an Email: hello@themomceosuite.com