DONE FOR YOU CLIENT EXPERIENCE SYSTEM BUILDYou can Run a successful business without losing what makes it special.
Summit Suite helps creative founders turn their behind the scenes mayhem into flawless, soul-aligned systems, so your offer feels as smooth to deliver as it is for clients to buy.
If your backend’s a pile of sticky notes, Slack pings, and late-night admin... you’re not alone.
Delivering your offer shouldn’t feel like babysitting your inbox.
Your offers are loved and clients tell you ‘you’re the best’ (YAY GO YOU!). But you know that behind the scenes things are a bit of a shit show.
You’re scrambling to remember WTF to do and send when clients book you. Project delivery is a case of winging it and hoping you remember everything and offboarding is more like a “thanks here’s your stuff see ya soon” kind of vibe.
But you need to know that there’s life beyond this…You could be out walking the dog getting paid. Or watch questionnaires be completed you forgot you sent (in a good way!).
And have the capacity to feel your most creative self again in your delivering the work you love… that you’d secretly started to hate.
DONE FOR YOU CLIENT EXPERIENCE SYSTEM BUILDMeet Summit Suite: where we create your clear path to a smoother offer
A collaborative setup in Dubsado or ClickUp (or both, if you’re feeling fancy) - built to make your backend as seamless as the results you’re known for.
Clients already love what you do, obviously.
But your impromptu way of onboarding, offboarding, and everything in between is going to catch you out one day.
And it’s this that will leave you losing client trust (& referrals let’s be honest), repeat bookings, and your sanity. Which I don’t want for you.
With Summit Suite, I take everything you store in your brain (and on a sticky note… somewhere?) and turn it into a clear, seamless client journey.
All set up inside Dubsado and Clickup for you!
Proposals send themselves…
questionnaires don’t get forgotten…
invoices are paid without you chasing…
You’re liking the vibe right?!
You get to look like & feel the pro your clients know you are – while finally having the capacity to enjoy your business again.
Your map to a smoother businessHow we set you up to go from haphazard to creative chill.
First things first: we hop on a quick call. You tell me where you’re at, what’s driving you nuts, and what you’d love your client experience to feel like.
From there, I send you a custom proposal with exactly what you need. Once you’re booked, the fun starts:
Step 1:The Brain Dump
We kick things off with a deep-dive questionnaire + strategy call. You unload what’s been living in your head, and I map out your dream client journey so you can finally see how it all fits together.
Step 2:The Build Out
You go back to business while I roll up my sleeves in Dubsado + ClickUp. Think: contracts, proposals, automations, invoices, scheduling running like clockwork without you babysitting a thing.
Step 3:The Makeover
We hop back on calls for training + handover. You get a full walkthrough, a support guide, and ongoing access to me while you test-drive your new setup. No more duct-tape fixes — this is built to last.
You’re about to get a tonne of time back and a refreshed outlook for the people, projects, and passions that matter to you most.
Your clients? They’re riding an experience so smooth they can’t help but rave and refer the crap out of you.
Stories from founders who’ve already reached the summit
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Cut proposal creation time in half, grew her boutique agency — and takes every August off.
“I’ve been able to grow the team of people I’m working with, which has left me able to focus on business development…
This way, I’ve been able to pass on income to other women, which always feels good.”
— Hannah Spicer - Hannah Spicer Consulting
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Reduced proposal creation from 3 days to 5 minutes.
“Honestly, it used to take me three days to send a proposal — that’s terrible. And I didn’t really have a reason why, apart from it being so manual.
Now, I’ll just have a call, send a proposal five minutes later, and then (another) five minutes later they’ve signed the contract.”
— Elle Williamson - The Ecommerce Assistant
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Saved 276 hours a year on admin — without hiring a VA.
“My couples get their invoices, contracts, and reminders automatically.
I’ll be flowering for a hotel event, an email goes out, the client pays within 20 minutes, and I didn’t even realise it had been sent.”
— Nat Robinson - Studio Feverfew
Choose Your ClimbSummit Suite has a path to meet you where you’re at
Not every business needs the same gear. That’s why Summit Suite comes in different tiers — whether you just need Dubsado magic or a whole load of ClickUp too, I got you.
basecampbasic crm setup
4 Weeks | Dubsado
Take 1 offer through a client experience set-up from enquiry to offboarding
Best fit for: solo business owners with no current systems in place
Starting at £2500
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Strategy - Experience Design condensed into 1 week
Custom-coded proposal design (1 round of revisions)
Emails created & templated
Lead capture, contract & questionnaires
Package creation + client portal design
Scheduler creation + payment schedule setup
Workflow creation & implementation
2 x 30mins support calls
Personalised walkthrough video
4 weeks of post-project support
1 x onboarding zap in Zapier (up to 4 steps)
TrailCRM & Project Management System
4-6 Weeks | Dubsado & ClickUp
Take 1 offer through a client experience set-up, PLUS systems for the project management up until offboarding
Best fit for: solo or business owners with team of 1 or 2 freelancers assisting on projects
Starting at £3250
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Everything in Basecamp plus…
ClickUp offer delivery template implemented
ClickUp delivery space, service delivery folder + list
Up to 2 custom views + all custom fields required
Up to 3 automations
SummitComplete Business Management System
Starting at 8 weeks | Dubsado & ClickUp
Take multiple offers through a client experience design and the systems for managing your scaling projects, team and business.
Best fit for: business owners with small agency team of 1-5 who need all their systems, tech & comms ironed out
Starting at £6200
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Multiple strategy calls to design your systems
Full Dubsado build and support for your chosen number of offers (we recommend max 3 to start), see Basecamp for inclusions
A fully customised ClickUp build to manage your team, projects and business including all workflows, automations and views you and your team need
**Pay in 3 installments – longer plans may be available by request
DUBSADO PROPOSALs WE MADE LATELY
Great results need great systems behind themHi, I’m Harriet!
Your ‘I love systems’ nerd who knows that when clients are paying thousands, the experience matters just as much as the outcome.
For the past four years, I’ve helped creative founders swap their sticky-note piles for smooth, easy and soul-aligned client journeys.
In Summit Suite, I design and build Dubsado and ClickUp setups that quietly handle the admin (proposals, invoices, project tracking) so you can focus on the creative work you actually love - remember that?!
When clients are paying thousands, they’re not just buying the end result. They’re buying the experience. Every smooth touchpoint, every on-time reminder, every “wow, that was easy” moment?? They all count.
And the best part is that you get your time, your brain capacity, and your evenings back (assuming you’re not a night owl). Which means more space for the things that matter – whether that’s bigger projects, slower mornings, or (in my case) a daily sea dip. Yup, even in the winter…
Pick my brains
Got a question about Summit Suite, Dubsado or ClickUp? You’ll likely find the answer here but if you don’t, drop me DM on Instagram.
General Q+A
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I totally understand how freeing up time can feel like a catch-22. For these projects, you’ll need to commit anywhere from 5-7 hours for you to get the best out of me and your systems. We can chat about how to make this work for you if your days are already chock-a-block.
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Yes! I have a 3-part payment plan whereby you pay £800 to secure your booking, 50% of the remainder before the project starts and the final balance before support begins. If you feel like you need an extended payment plan, we can talk about that.
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Yep we can set up your True North retainer once the initial project is complete. Our retainers start from £1200p/quarter depending on what support you need
ClickUp Q&A
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I recommend the ‘Business Plan’ which is $12 per member.
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Yes, ClickUp integrates with numerous third-party applications like Zapier, Slack, Google Drive, allowing you to streamline the number of apps you’re in all the time!
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I always recommend you sign up for a free account and spend some time in there. But it’s worth nothing the great thing about ClickUp is that you can do so much more with it when you're more confident using it. Plus I supply you with a recording of how to use your ClickUp that you can refer to anytime. Still not sure about ClickUp? Check out this blog
Dubsado Q&A
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For this service, you’ll need to purchase the Premium Plan which is $660 per year. You can get 30% off your 1st year with my affiliate link. You’re welcome to check out the pricing structure here.
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Yes, Dubsado offers a free trial that allows you to explore all the features and capabilities of the platform without any time limit. However, the trial is limited to two weeks.
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Yes, Dubsado integrates with several popular tools such as Google Calendar, QuickBooks, Xero, Zoom and Zapier.
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At this point in time I don't for this service. Dubsado is the best CRM out there currently with the most bespoke features. If you can take the time to learn the system you'll be way above the rest. I had a client tell me for a year she didn't like Dubsado and then changed her mind and had a build completed, now she doesn't know what she'd do without it!
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I get it! I know how overwhelming Dubsado can be, especially if you’ve tried to DIY the build (it can be terrifying!). I always ensure that clients are confident using their new Dubsado set-up. I’m on tap for support for 4 weeks post-build and you could also invest in my retainer if you need ongoing support. Still unsure? Check out this blog to find out more about Dubsado
Your business deserves to feel as good to run as it looks from the outside.
Summit Suite gives you the systems to deliver with confidence, peel yourself away from the laptop, and feel your true creative self in the business you’re building
