The Systems Lounge: Tech Stack & CRM Workshop for Coaches

Is your business running on scattered Google Docs, a CRM you set up once and never touched again, and too many tools that don’t talk to each other?

You’re not behind. You just haven’t had time to sit down and fix it. That’s what this morning is for.

The Systems Lounge is a small, in-person workshop for coaches and service providers who want their backend to feel simple, connected, and done. This isn’t a lecture you take notes on and forget. We cover it together, then you build it in the room with me there to help.

What we’ll cover

• Your tech stack: which tools you actually need, which you can cut, and how they should connect
• CRM essentials: inquiry forms, booking, contracts, invoices, and onboarding in one flow
• How to stop recreating the same documents for every new client

Then we work
Open your laptop and start building. Set up or clean up your CRM, map your client journey, or fix the one thing that’s been bugging you for months. I’ll be there to answer questions and help you get unstuck.

Who this is for
Coaches and service providers who:

• Don’t have a CRM yet and don’t know where to start
• Have one (HoneyBook, Dubsado, Practice Better, or another) but aren’t really using it
• Want a smoother, more professional client experience

What to bring

• A charged laptop and charger
• Logins for your current tools (CRM, email, scheduler)
• One process you’re tired of doing by hand

Agenda
10:00 Arrive, settle in, intros
10:15 Tech stack breakdown
10:45 CRM essentials and client flow
11:15 Hands-on build time with support
12:15 Wrap-up and next steps
12:30 Close

Your host
I’m Laxmi, a Systems Strategist and Operations Coach and founder of Virtual Laxmi LLC. Since 2020, I’ve helped women coaches and service providers set up their CRMs, platforms, and backend systems so their businesses run without the chaos.

Seats are limited to keep it hands-on.