Build a Foundation that Scales.
Why did you become an entrepreneur? For Freedom.The freedom to decide your own schedule.
The freedom to travel wherever you want, whenever you want.
The freedom to decide on how much money you want to make.
The freedom to stand fully in your uniqueness and honor your inner calling.
The freedom to spend time doing what you love the most with the people you love the most.This freedom is born from time - your most valuable resource.Yet when we try scale our businesses without optimizing for sustaining the very freedom we've worked to hard to create, we suffer. And our business suffers.A growing business should not mean a shrinking life.How would your life change if you regained 20-50% of your time? Imagine working LESS while increasing your productivity and profits. It's completely possible, when you leverage automation.Time is Money. Let's make more.
Certified Automation Architect.
As a Certified LCS Life Coach, Zapier Alum, and former CEO of a tech consultancy, I've dedicated my life to the art and science of workflow automation and future business technologies.From solopreneurs to 7/8-figure CEOs and Fortune 500 giants, I've equipped countless businesses with sustainable systems that thrive independently.Today, I am bringing this expertise to life coaches like you, providing you with the tools, methods, and frameworks needed to create simple, sustainable systems.
Client Testimonials
App Stack Recommendations
Looking for the perfect app? I've done the research and vetting for you! These tools are all automation-friendly, flexible, and tested in my own workflows.
Full transparency: Many of these apps include affiliate links. This means I may earn a small commission if you choose to purchase through my link, at no additional cost to you.
It's a way to support me in bringing you valuable recommendations. ✨
Get Access to the Complete
Automation Resource Library
Here's what you get...
Lead Management
Capture & Nurture New Leads: Uncover lead capturing strategies, automated welcome email sequences, and instant lead magnet delivery to convert website visitors into engaged potential clients.
Client Onboarding
Welcome New Clients: Automate welcome emails, integrate self-booking systems, and create custom onboarding videos to ensure a smooth and personalized experience for your clients from the very beginning.
Client Engagement
Motivate and Retain Clients: Discover how to leverage milestone-based engagement triggers, targeted event invitations, and automated testimonial requests to keep your clients excited and on track for success.
Client Feedback
Gather Valuable Insights: Harness the power of periodic engagement surveys, automated feedback collection, and exit surveys to continuously improve your services and provide the best possible coaching experience for your clients.
Client Management
Effortlessly Track Progress: Learn efficient ways to track purchased, used, and remaining sessions, automate client-specific task creation, and streamline client management for better organization and focus.
Scheduling & Booking
Eliminate Scheduling Headaches: Discover how to implement automated confirmations, calendar syncs, appointment reminders, and a user-friendly system for rescheduling and cancellations.
Meetings & Notes
Boost Meeting Efficiency: Explore automated note-taking and transcription services, recurring meeting agenda creation, and eliminating unnecessary status update meetings to increase meeting productivity.
File & Folder Management
Organize Your Business: Learn how to automate tasks like saving receipts/invoice attachments, creating documents from form submissions, and conditional resource sharing for a streamlined and organized file management system.
Payments, Invoices, & Contracts
Streamline Your Accounting: Discover ways to automate invoice generation, integrate payments upon contract signing, and secure digital storage of signed contracts. Plus, gain insights into streamlining tax preparation and client renewals.
Customer Support
Deliver Stellar Support: Learn how to leverage forms to create support tickets, utilize suggested support processes, and implement automated satisfaction surveys to offer exceptional customer service and resolve client issues efficiently.
Webinar Management
Host Engaging Webinars That Convert: Explore automated webinar registration, pre-webinar engagement sequences, reminder notifications, and post-webinar follow-ups.
Course Management
Deliver a Seamless Learning Experience: Unlock the secrets of automated course enrollment, welcome and follow-up sequences, student onboarding automation, and personalized learning paths to provide a high-quality learning experience for your clients.
Community Management
Foster a Thriving Community: Discover ways to automate discussion forum moderation, update your email list with membership changes, celebrate member milestones, and send automated tier upgrade notifications.
Networking
Expand Your Reach & Build Partnerships: Utilize automated event invitations and information collection to streamline networking efforts and forge valuable connections.
Choose the "Right" App
Learn the S.A.F.E.R. Method: A guide for choosing software applications that meet your needs and enable automation opportunities.
Click below to access the guide:
Click below to get FREE access to the "Future-Proof Business" Mini-Course.
Learn how to apply a Hybrid Intelligence Strategy in your coaching business to eliminate a full day of work from your week.
Secure Your Spot in the Future
Welcome to the technological revolution.Automation and AI are evolving faster than any technology humanity has ever seen. It's an existential shift that is reshaping and revolutionizing the way we operate our businesses.Failing to understand and integrate these technologies won't just place you behind others—it risks your relevance in the market. If you're not capitalizing on this, it's only a matter of time before your competitors do. In fact, they likely already are.Stay ahead with a Hybrid Intelligence Strategy.A Hybrid Intelligence strategy isn't just about keeping up; it's about staying ahead. It's how we do more in less time and with less effort. How we can serve our clients AND ourselves at the highest level possible.
Reclaim Your Time, Grow Your Impact, and Stop Letting Admin Work Steal Your Energy.
Enrollment opens again in Q3 of 2025. To ensure high-touch support, groups are kept small & spots are limited.
Save 10+ Hours a Week, Double Your Client Capacity, and Build a Coaching Business That Scales Sustainably.
Streamlined is a year-long group program that helps coaches master the exact systems to simplify their business, serve more clients, and grow without burning out.
Why we get stuck...
Most coaches want a more organized, efficient business—but here’s why they stay stuck:❌ They rely on memory instead of systems (which means things get missed).
❌ They’re buried in admin work and can’t figure out what to automate.
❌ They’re constantly putting out fires instead of fixing what’s actually broken.
❌ They think systems will be complicated when the right ones actually simplify everything.
Any of this sound familiar?
A few new leads signed up for your freebie. You’re adding them to your email list, tagging them manually, and sending out a quick welcome message.
Last week, you signed a new client… or did you? Did they pay yet? What about the contract? Or the form with the onboarding questions? Was that completed?
You’ve tried to block time for big tasks, yet somehow follow-up emails and last-minute requests always seem to seep in, shifting everything around.
You’re afraid to put anything permanent on your calendar, worried it’ll block time for potential clients to book consults with you.
Your tasks live in sticky notes on your desk and computer, sometimes in your phone, or in that one Google Doc you created to store your ideas.
When you pull up your notes for an upcoming client session, it hits you—you didn’t have time last week to document everything as clearly as you’d like. So you’re piecing together details from memory, hoping you remember exactly what this client’s goals were and where you left off last time.
You’re typing out post-session follow-up emails because you want to deliver a thoughtful, high-touch experience your clients but it takes time, and it’s tedious.
A client asks you how many sessions they have left and you find yourself scrolling through payments, trying to remember the start date of their package, and counting the sessions left on your calendar.
You come across a "productivity system." A Notion template proclaims it will solve all of your problems. So you pay the $47 and then you realize... you've created more work for yourself. Yes, in setting it up but also maintaining it.
You tried using AI, but the output didn’t sound anything like you—it wasn’t a tool you felt you could trust to represent your brand.
You’re starting to think hiring a VA might help take some of this off of your plate, but you feel stuck because you know you can’t afford it yet.
Worst of all, you’re trying to focus on ways to attract new clients like setting up webinars but how to get everything set up and connected feels like an administrative mountain you just don’t have time to climb.
You tried to "YouTube" it, got an error, and after 20 minutes of Googling, you couldn't find out why. You add "email the support team" to your growing list of tasks.
Running your business like this has become a pattern.One you know isn't sustainable.
Hi, I'm Jesse Parker (they/them). 👋Operations Expert & Certifed Life Coach.
Back in 2012, I helped my dad build a business that changed his life—and set me on the path to changing mine.At the time, I was one year out of college with no tech background. My dad needed a way to leave behind his grueling four-hour commute and transition to working from home, but his business requirements were complex, and I had no idea how to pull it off.So I got resourceful. I taught myself automation and systematized the business.
It worked. My dad grew his business with ease, and a few years later, Zapier hired me as their 8th employee.After a decade of helping thousands of businesses—from solopreneurs to Fortune 500s—streamline their operations and grow sustainably, I became a certified life coach with the Life Coach School. That’s when everything clicked. I realized that the most powerful way to change a system is to shift the mindset behind how it was built.By combining operations expertise with transformational coaching, I help coaches not only build better systems but also develop the mindset needed to make those systems thrive. This approach has allowed me to 100x the impact of my work—and it’s why Streamlined is so much more than just another program about systems.Now, I help coaches like you build streamlined, efficient businesses that free up your time, energy, and mental space. I know how overwhelming it can feel when your business is running you instead of the other way around. But I also know how to change that.That’s why I created Streamlined. It’s not just about learning new strategies—it’s about creating systems that reduce admin work, give you back your time, and help you serve your clients at the highest level.
The 3 Pillars Every Coach Needs to Simplify, Scale, and Thrive.
Streamlined looks at all three areas of operations,
giving you a complete approach to growing your business sustainably.
The Pillars:
1️⃣ Organize: Build clear, reliable systems that eliminate overwhelm and ensure nothing slips through the cracks—so you can focus on the big picture.
2️⃣ Optimize: Streamline repetitive tasks, automate admin work, and free up 10+ hours a week to focus on what truly moves your business forward.
3️⃣ Execute: Turn your goals into action with a simple plan that keeps you focused, efficient, and always on track to hit your next milestone.
Real Coaches, Real Results: See the Transformation in Action
The same systems that helped these coaches save time and scale their businesses are now available to you in Streamlined.
Master the Systems That Will Transform Your Coaching Business
Lead Management
Capture & Nurture New Leads: Uncover lead-capturing strategies, automated email sequences, and instant lead magnet delivery to convert website visitors into engaged potential clients.
Client Onboarding
Welcome New Clients: Automate welcome emails, integrate self-booking systems, and create custom onboarding videos to ensure a smooth and personalized experience for your clients from the very beginning.
Client Engagement
Motivate and Retain Clients: Discover how to leverage milestone-based engagement triggers, targeted event invitations, and automated testimonial requests to keep your clients excited and on track for success.
Webinar Management
Host Engaging Webinars That Convert: Explore automated webinar registration, pre-webinar engagement sequences, reminder notifications, and post-webinar follow-ups.
Client Management
Effortlessly Track Progress: Learn efficient ways to track purchased, used, and remaining sessions, automate testimonial collection, and continuously improve your services to provide the best possible coaching experience for your clients.
Scheduling & Booking
Eliminate Scheduling Headaches: Discover how to implement automated confirmations, calendar syncs, appointment reminders, and a user-friendly system for rescheduling and cancellations.
Meetings & Notes
Boost Meeting Efficiency: Explore automated note-taking and transcription services, recurring meeting agenda creation, and eliminating manual client follow-up.
Course Management
Deliver a Seamless Learning Experience: Unlock the secrets of automated course enrollment, welcome and follow-up sequences, student onboarding automation, and personalized learning paths to provide a high-quality learning experience for your clients.
Payments, Invoices, & Contracts
Streamline Your Accounting: Discover ways to automate invoice generation, integrate payments upon contract signing, and secure digital storage of signed contracts. Plus, gain insights into streamlining tax preparation and client renewals.
Let's get things STREAMLINED.
😌 Imagine opening your laptop and knowing exactly where everything is.😌 Imagine being crystal clear on your priorities—and actually having the time to execute on them.😌 Imagine hiring a team of AI agents to handle your marketing, calendar, and inbox.😌 Imagine a fully automated onboarding process, with every follow-up taken care of.😌 Imagine using only the tools that matter in your business, without wasting money on tech you don’t need.😌 Imagine automated client notes and follow-ups, effortlessly managed.😌 Imagine a complete playbook that captures your strategies, ideas, and the full picture of how your business operates.😌 Imagine tracking your progress in a custom dashboard, knowing exactly what’s working and what could be improved.If your goal is to bring in more clients, earn more revenue, or both, Streamlined makes growth inevitable.I’ll give you every tool you need to get more done with less. And the best part? What you learn here will apply at every stage of your business.
The Curriculum
January: Mindset & Foundations
You'll start the year by building a clear playbook to guide every part of your operations.February: Operations Audit
We'll audit your business to identify strengths and areas for improvement. This will guide your focus throughout the year.March: Optimization Round 1
You'll tackle the biggest bottleneck in your business so things flow more efficiently and each future improvement is easier.April: Airtable Masterclass
Airtable can be a powerful hub for organizing, tracking, and automating your work. You'll learn how to use it to store and streamline essential client and business information.May: Forms & Planning
Simplify how you collect and organize client information, feedback, and needs. We’ll also check in on your Q2 progress and set a solid Q3 plan.June: Optimization Round 2
We'll focus on targeting another key area to make your business even more efficient.July: Personal Admin Systems
Bring clarity and calm to your daily routines. Gain more control over your time with a streamlined approach to calendars, planning, and email.August: Easy AI for Your Business
Learn how to build and leverage AI agents that work for you and are trained on your unique voice and tone.September: Optimization Round 3
You'll build better systems for your third focus area.October: Dashboard Deep-Dive
Track progress and goals with clear, organized dashboards to know how youir progressing and when/what to adjust.November: Spotlight Sessions - Client Essentials
Every week, we'll focus on a specific system. This month, we'll look at
Lead Management, Consults, Sales & Payment, and Onboarding.December: Spotlight Sessions - Delivery & Planning
You'll sharpen your delivery and offboarding systems, complete your Q4 review, and plan for 2026 and Q1. This wraps up the year with a strong foundation for what’s next.
This program is a great fit if:
✅ You’re past the basics, have established your niche, and have experience working with clients. Streamlined will help you create processes that simplify the work you already know you love doing.✅ You’re focusing on a core offer. Whether it’s one-on-one coaching or a group program, Streamlined is designed for coaches honing in on a high-impact offer and seeking streamlined systems that support that focus.✅ You want to build confidence with essential tech skills. The first lessons in Streamlined cover everything you need to know to ensure tech becomes a powerful tool rather than an obstacle.✅ You’re looking for a learning partnership. Streamlined isn’t about handing off your business; it’s about partnering with someone who helps you cut through the noise, skip the YouTube rabbit holes, and avoid unnecessary trial and error—so that you remain fully in charge of how your business runs and the results you create.✅ You’ve tried systems or templates before, but they didn’t quite fit the way you want to run your business. Streamlined is designed to help you customize these resources to align with your unique vision and workflow.✅ You’re making 4-5 figures and ready to build a strong foundation to support your next stage of growth.
(If you’re a six-figure earner looking to reinforce and strengthen your foundational systems - you are, of course, welcome to join!)
Streamlined is designed to help you build scalable, efficient operations that support your business at any stage.If this sounds like you and you want to build a coaching business that runs smoothly, stays organized, and enables you to serve more clients, Streamlined is your path forward.
What's Included?
⚡ Weekly Group Calls – Stop Trying to Figure It Out Alone
Every Wednesday, we meet live for 1-hour. This isn’t just me teaching you things you could Google. It’s a room full of smart coaches who are all building better businesses alongside you. You’ll see what’s working, troubleshoot what’s not, and stay in motion.
Coaches who try to do this work alone get stuck in decision fatigue. Being in a group keeps you accountable, energized, and actually IMPLEMENTING.Replays, summaries, and transcripts are provided for all calls.
⚡ Weekly 1:1 Sessions – Get Individualized Support
Each week, you get a 20-minute private session for personalized guidance and laser-focused support. This is your time to dig into the nuances of YOUR business—whether it’s fine-tuning your systems, solving a specific challenge, or getting clarity on your next steps. You’ll have direct access to my expertise, so you’re never left to "figure it out" alone. And when overwhelm or roadblocks come up (and they will), these sessions ensure you have the tools, strategies, and confidence to keep moving forward.
⚡ Individual 1:1 Success Call – Get Aligned, Get Focused, Get Started
This call is where everything begins. We’ll take the guesswork out of where to focus and make sure you’re starting the program with total clarity and confidence. By the end of this session, you’ll know exactly what to prioritize, where to direct your energy, and how to get the most out of Streamlined. It’s the foundation for everything else we’ll build together, giving you the momentum to move forward without second-guessing yourself.
Fill out the form below to get on the waitlist!
Enrollment opens again in Q3 of 2025. To ensure high-touch support, groups are kept small & spots are limited.
FAQs
Q: What are all of the ways I can pay?A: Credit card (Monthly and Pay-in-full), Link, and financing via Affirm.Q: What if I have questions and can't attend the call that week?A: Bring them to your 1:1 Session and I'll make sure you're taken care of.Any other questions? Send me an email.
📹 Watch the Replay: Automate Your Tax Prep
Thanks for joining Jesse & Rachelle for the automate your tax prep workshop today! You now have 7 easy steps to gather info for your tax pro and a printable Tax Organizer.
What You’ll Learn in This Training
✅ How to gather your tax documents effortlessly – no more last-minute scrambling
✅ A collaboration checklist that makes hand-offs to your accountant smooth and stress-free
✅ How to automate your tax prep so it runs seamlessly in the background
✅ Simple strategies to keep your income & expenses organized all year longNeed More Support? We’ve Got You.
If you’re still feeling overwhelmed, here’s how we can help you take the next step:
📂 Work 1:1 with Rachelle – Get Fully Organized for Tax Season
If—after watching—you realize you’ve got some work to do before you’re fully organized, Rachelle can help.Rachelle can help you:👉🏻 Customize your printable tax doc organizer on a private call with you, using simple conversation and sharing the screen while we walk through your unique household and business.👉🏻 Work through the checklist together so you don’t miss anything in the handoff to your tax pro. We can do the steps together, or we can make a plan to do the steps with accountability check-ins.👉🏻 Gather your income and expenses – whether you had good record-keeping practices all year long or not🎁 Bonus: Get the “Fun Money” Guide with playlists
📞 Book a 1:1 with Rachelle to jumpstart your tax prep.
⚙️ Work 1:1 with Jesse – Put Your Tax Prep on Autopilot
If you’re ready to make tax prep effortless—this year and every year after—Jesse can help.Jesse can help you:⚡Set up automated tax folders & checklists—so you're organized before it even starts.⚡Organize receipts & documents automatically—no more endlessly searching your inbox & desktop for what you need.⚡Use AI to rack income trends & find financial opportunities—so you always know what’s working and where to focus improvements.🎁 Bonus: Get the “200 Simple Tasks to Automate” Guide
👥 Join the Automation Mastery for Life Coaches FB group
📞 Book a Discovery Call with Jesse
🎉 Free Automation Session Winner: Joette!
Congratulations, Joette! You’ve been randomly selected from our live attendees to receive a free automation session to set up your tax prep systems. We’ll be reaching out via email with next steps—can’t wait to help you streamline this process!
Improve your operational efficiency.
Join Automation Audit Week and get closer to an organized business, streamlined processes, and clarity about what's possible.
Clarity. Simplicity. Results. On this call, we’ll pinpoint the highest-impact move you can make to streamline.
Happening Monday, March 17th through Friday, March 21st.
Book now. Spots are limited.
Why Book an Automation Audit?
Your operations are the backbone of your business. They shape your client experience and dictate how and where you spend your time. Keyword: time. Your most valuable resource.Successful coaches don’t just manage their time—they multiply it. The right systems don’t just save time—they create momentum, shifting your focus to high-impact, energizing work.On this call, you’ll get expert eyes on your operations. We’ll talk about what’s possible and pinpoint the smartest, simplest way to streamline.One hour spent = several hours saved.
What happens during an Automation Audit?
In this 1-hour deep dive, we’ll analyze how your business runs behind the scenes and I'll provide expert recommendations on how to simplify, systematize, and streamline.⚡ We start with your ROTI (Return on Time Invested). This is how much every hour of your time is either generating or costing you. We’ll use this to calculate exactly how much time and money you’re leaving on the table.⚡ Then, we break down your systems. We’ll assess the effectiveness of your funnel, the 6 core systems of your business, and identify bottlenecks that slow you down.⚡ Finally, we get tactical. We’ll audit your tools, pinpoint what’s helping vs. what’s holding you back, and map out your next best steps based on your current goals and objectives.By the end, you’ll have a PDF audit report with personalized recommendations—so you know exactly what to focus on next.
BONUS: Your Fast-Track to Automation
This isn’t just an audit—it’s a launchpad.
Book your audit and get a free 20-minute implementation call to use anytime. Whether you need clarity on a process, an automation tweak, or the best tool, I’ll help you make it happen.
