Scaling Your Business with Systems, Delegation, and Sales (ft. Cassandra Barrett) | Ep.24

Systems Rehab | Client Experience Systems for Service Providers

In this episode of the Systems Rehab Podcast, I sit down with Cassandra Barrett, a powerhouse business operations consultant, to unpack what it really takes to scale a business into an agency model.

And here’s the fun part: instead of just keeping it theory-based, Cassandra actually used my business as the example. Since I’ve been exploring what it could look like to grow into an agency in the future, she walked me through step by step how to think about scaling, delegation, and building a sales process that doesn’t feel overwhelming.

We talk through:

• The shift from solo entrepreneur to agency owner
• How to delegate effectively without losing your personal touch
• Why building relationships in sales is more powerful than quick wins
• The balance between inbound and outbound marketing
• How systems can help you stop chasing every client and start scaling sustainably

If you’ve been thinking about growing beyond just yourself or you’ve wondered what it really looks like to build an agency model that aligns with your revenue goals, this episode gives you a front-row seat to that process.

Connect with the guest, Cassandra Barrett, Senior Business Analyst + Ops of Handled Oc. Visit her website at www.handledoc.com and follow on LinkedIn

🎙️ABOUT THE HOST

Hi, I'm Kenniqua Lewter, Client Experience Systems Strategist, HoneyBook Educator, and the host of the Systems Rehab Podcast. I help service providers create client experience systems that save time, strengthen client relationships, and build a business that runs with ease.

➡️WAYS WE CAN WORK TOGETHER

🌿 5-Star Client Experience CRM Build
A done-for-you HoneyBook CRM that organizes your clients, automates processes, and creates a seamless experience. Perfect for service providers ready to streamline operations. LEARN MORE

🌿 Client Experience Accelerator
A 90-minute 1:1 strategy session with a personalized roadmap to optimize client systems and workflows. Ideal for service providers who want clarity and structure. LEARN MORE

🌿 Client Experience Systems Tune-Up
A targeted review to refine your current systems, boost efficiency, and fix gaps in processes. Best for service providers looking for a quick, actionable update. LEARN MORE

VISIT MY WEBSITE YOURSYSTEMSPRO.COM

♥️LET'S STAY CONNECTED

🌿Let's keep the conversation going. Feel free to send me DM on Instagram @kenniqua.lewter or Threads.

🌿Follow me on YouTube AND watch the video version of the podcast episodes, @Ke

Send Me A Text!

Ready to finally streamline your service-based business with HoneyBook? Head over to yoursystemspro.com to get started.

Let's keep the conversation going. Send me a DM on Instagram or Threads @kenniqua.lewter

Support the show

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Kapitel

1. Introduction to Business Operations Consulting (00:00:00)

2. Scaling Businesses: Strategies for Entrepreneurs (00:01:08)

3. Building a Team: The Role of Implementers (00:02:50)

4. Inbound vs. Outbound Marketing Strategies (00:06:26)

5. The Importance of Relationship Building in Sales (00:09:44)

6. Active vs. Passive Selling: Finding Your Approach (00:12:43)

7. Refining Your Message and Offers (00:17:27)

8. Revenue Goals and Project Management (00:22:44)

9. Implementing Systems for Business Efficiency (00:23:11)

10. Understanding Client Needs and Solutions (00:25:04)

11. Creating Scalable Business Models (00:26:11)

12. Building an Agency Structure for Growth (00:30:41)