Hi, I’m Lori — The Database Diva.
If your team is feeling overwhelmed, spread thin, and still somehow missing sales… it’s not because you’re not working hard enough. It’s because your process lives in people’s heads, spreadsheets, and assumptions — instead of a system everyone can see and use.
Most clients come to me saying some version of:
“We’ve spent a fortune on marketing… but we still don’t have a clear system.”
“We’re not using our tools the right way — and we know it.”
“We don’t know what we don’t know.”
They’ve switched software, changed vendors, hired marketing companies — and still feel stuck. Not because they’re doing everything wrong… but because no one has ever helped them map the entire journey from the moment a lead shows interest to what should happen next.
That’s where the Blueprint Strategy Session comes in.
Here’s what it looks like when we work together:
🧭 A client I worked with had 183 proposals sitting in a manual system — and the team couldn’t tell who was ready, who needed follow-up, or who was already lost in the shuffle. We rebuilt their stages to reflect real-world behavior, added automation where it helped, and gave their team a way to see the whole picture without clicking into every record.
🔁 Another team was spending hours every week following up on meeting requests manually. They didn’t realize a round-robin system could handle this with the same care — and save them 20+ hours a week.
🩺 One doctor with a high-cost, no-insurance treatment kept repeating the same answers to worried patients. We created an automated onboarding series that helped patients feel guided and cared for before they even stepped into the office — freeing up the doctor’s time without losing the personal touch.
✔️ A full sales process map — with every step, decision point, and trigger
✔️ A content & follow-up map — showing how many messages, what kind, and when
✔️ Honest feedback on what’s missing, duplicated, or slowing you down
✔️ Clarity on who’s doing what — and where automation can support, not replace, the humans
It’s not unusual for teams to say,
“I thought you were doing that step.”
“Oh wait — we don’t actually follow up there, do we?”
“Now that I see it, it makes total sense.”
That’s the power of this process.
If you’re running your business off of spreadsheets, half-built automations, and tribal knowledge… I get it. I’ve helped over 1,000 teams step out of the chaos and into clarity.
And we don’t do it with a funnel template or a coaching program.
We do it by sitting down — virtually — and mapping out your real journey, together.
🎯 Ready to take the first step?
Book your Brainstorm Session here
No pressure. No prep. Just a real conversation about what’s working, what’s not, and how we might fix it — together.