The Challenge:

Susan’s work is deeply client-facing, but behind the scenes, tasks like inbox management, scheduling, and lead processing were becoming a major time strain. The daily burden of replying to emails, confirming appointments, and keeping systems up to date left her with little time or energy for anything else.

Additionally, Susan is visually impaired, and found many online email platform tools difficult to navigate without clear formatting and structure. She needed someone who could think ahead, work independently, and accommodate her accessibility needs with compassion and consistency.

The Solution:

After a thoughtful selection process, Susan selected Kristin, an Air Force-affiliated Freedom Maker with a strong background in administrative systems, purchasing, digital communication, and scheduling. Kristin got to work right away, starting with the essentials. Her efforts included:

• Migrating Susan’s systems from Outlook to Google Workspace
  
• Customizing email formatting and communication templates for visual clarity
  
• Managing and streamlining Susan’s calendar scheduling and client interactions
  
• Sending appointment reminders and responding to incoming leads
  
• Updating onboarding forms and supporting CRM management

Transitioning Susan’s scheduling platform from MassageBook to Jane, and creating reusable templates to save time

Kristin’s thoughtfulness, responsiveness, and clarity made an immediate impact. Her structured approach and dependable presence gave Susan the confidence to start stepping back from day-to-day admin.

Susan told us, “I have peace of mind that my clients are being cared for, even if my own life is chaotic. I also have found time for myself again.”

Impact:

In just the first weeks of working together, Kristin helped coordinate five new client consultations, all of which resulted in booked sessions. Since then, their collaboration has only deepened and expanded.

Kristin’s ongoing contributions include:

• Consistent, accessible communication for both Susan and her clients
• Ongoing calendar and scheduling support
• Managing lead intake and client tracking
• Supporting website updates by learning and working within Wix
• Creating a sales tracker so Susan knows exactly where she stands each month
• Preparing to fully manage client onboarding and file migration

As a result, Susan’s practice continues to thrive, even while her personal life remains demanding. She’s able to spend that signature quality time with clients and take breaks to care for her family without the stress of wondering if her business will fall behind.

Evolving Support:

What began as a focus on email and scheduling has grown into a full-spectrum support relationship. Even though Kristin clocks less than 10 hours per month, she also helps Susan track payments, manage documentation, and lay the groundwork for working with a bookkeeper when needed. This kind of flexible, fluid support is giving Susan more clarity and control over both her business and personal finances, which Kristin helps keep separate.

Susan also takes comfort in knowing that Kristin is not alone. Like all Freedom Makers, Kristin gets support from the FMVS community. It’s another reason she feels so confident referring FMVS to others.

Getting Started with a Freedom Maker