WELCOME!

CLIENT EXPERIENCE · COURSE & PROGRAM SUPPORT · OPERATIONS

We bring more CALM
to your business

One supportive step at a time. We help business owners reclaim their time through clear workflows, organized operations, and supportive client experiences.

Prefer to email first? Reach out at [email protected]

Your ally in growth.

HI, WE'RE PHIPPS Alliance

Our mission is to help you unlock more calm through supportive, organized backend systems.

We believe a calm backend does more than keep your business running smoothly. It gives you back time and headspace, so you can focus on the work only you can do.

services

what do you need help with ?

From your clients' first hello to the systems humming behind the scenes, here is where we can step in.

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CLIENT EXPERIENCE & ONBOARDING

Client onboarding workflows, welcome email setup, CRM tagging and organization, and intake systems that make every client feel supported from the moment they join.

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COURSE & PROGRAM SUPPORT

Course module organization, structured navigation, student access management, and the backend updates that keep your program running smoothly.

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OPERATIONS & PROCESS SUPPORT

Workflow organization, backend system cleanup, process documentation, and task and project organization that turn moving pieces into simple, sustainable processes.

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Admin Assistance

Calendar management, inbox management, data entry, and customer support, handled with care so your day-to-day stays light.

free resource

GRAB THE CALM METHOD STARTER CHECKLIST

A quick self-audit to help you spot which part of your backend, client experience, onboarding, or operations needs support first.

my approach

THE CALM METHOD

C

A

L

M

Clarity
Audit and identify what's broken, missing, or messy.

Alignment
Clean up systems and create structure that makes sense.

Logistics
Build and organize the backend: CRM, onboarding, workflows.

Momentum
Ongoing support and optimization so it actually sticks.

kind words

Testimonials

Heidi is fantastic to work with and truly listens to your specific needs. I provided the initial concepts, and after only one minor revision, the results were spot on. I strongly recommend Heidi for all of your email and lead magnet needs.

VICTORIA LATOUF
Victoria Exec Agency, Founder

Working with Heidi was such a supportive and easeful experience, especially as she was the first VA I ever brought into my business. From the beginning, she came in with a “figure it out” mindset that immediately put me at ease. She’s incredibly self-reliant, resourceful, and always thinking a couple of steps ahead. I never felt like I had to hand-hold or over-explain. She takes initiative, finds answers, and moves things forward. What stood out most to me was how safe I felt trusting her with my business. As someone who was used to doing everything myself, that wasn’t a small thing. Heidi created an environment where I could actually start letting go of control and feel supported in doing so. She brings a calm, capable energy to everything she touches, and you can feel that she genuinely cares about doing things well. If you’re looking for someone who is proactive, dependable, and truly has your back behind the scenes, Heidi is that person.

TARA MORGAN STEVENS
Sage & Sovereign, Founder

Heidi Phipps has become the person I hand things to when I want them done right and off my plate for good. She takes on the admin work, my Kajabi setup, social media posting, and lead management — and she does it with real follow-through. I don't have to circle back and check. She troubleshoots issues on her own, and she reaches out when she needs direction rather than guessing. Since starting with Heidi, I've launched a whole new business — The Integration Institute. We've built courses, webinars, and posts together, and she's been part of getting all of it out the door. The clearest place I feel her support is Kajabi and the day-to-day details. Getting content uploaded, posts out, and leads followed up with used to be the part that slowed everything down, because it all waited on me. Heidi took that over, and now it just gets handled. What that's really given me is my time back. With Heidi carrying the details I didn't start my business to do, I get to focus on the higher-level work that only I can do. Building something new is a lot to hold — having someone reliable carrying her part of it is a relief. If you're a business owner buried in the tasks that keep you from the work that matters, that's exactly where Heidi helps. She's reliable, takes initiative, knows when to ask, and communicates well — the kind of support you don't have to manage or worry about. Give her a try and find out for yourself.

Tracie Penunuri
The Integration Institute, Founder

investment

Packages by service

Custom packages available upon request.

FOUNDATION

up to 15 hours

$750 / mo.

Backend audit and cleanup, basic onboarding, workflow setup, and light implementation support.

FLOW

up to 30 hours

$1,400 / mo.

Everything in Foundation plus full systems build: CRM, onboarding, client experience, and day-to-day backend operations management.

MOMENTUM

up to 60 hours

$2,600 / mo.

Everything in Foundation and Flow, plus steady upkeep, full course and program management, and a dedicated right hand for your backend.

Working Together

Our promise to you

TIMELY RESPONSE

Your time matters. Expect a response within 24 hours to all messages, emails, and calls, Monday through Friday.

POSITIVITY

You will be met with enthusiasm, kindness, and a growth mindset.

DEDICATED EFFORT

Every task receives our full attention and wholehearted effort.

CONSISTENT FOLLOW-THROUGH

Everything completed with care, precision, and always on time.

Frequently Asked Questions

How quickly can we get started?

After we hop on a CALM Support Strategy Call and find the right fit, most clients are up and running within a week or two. We'll map out your systems, pick a package, and set a starting point together.

Do you offer custom packages?

Always. Foundation, Flow, and Momentum cover most needs, but every business is a little different. If none of those feel quite right, we'll build something custom around your hours and priorities.

What tools do you work in?

We work across most CRMs, email platforms, and course or community tools course creators and coaches already use: Kajabi, GoHighLevel, and similar platforms, so we can typically jump right into your existing setup instead of asking you to switch tools.

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