Rachel Gronback

Your New Process Is Smooth Like Butter

Rachel Gronback is a business coach who works with clients across New Zealand, Australia, the US, and the UK. She’d been running her business through various systems for years, from Proposify to Dubsado to Moxie, and needed her CRM to handle multi-currency invoicing, consolidated proposals with payment plan options, and integrations with Xero and Stripe.

my onboarding now is smooth like butter

2 spots available for Custom Builds

Tools used:

Moxie, Xero, Pabbly

The client

The challenge

Rachel had already invested in a Moxie build previously, but the handover hadn’t landed. The system was technically well-built, but the complexity of getting comfortable with it meant Rachel never fully adopted it. She was stuck, she knew the system could do more, but couldn’t get her head around how everything connected. The real barrier wasn’t the tech. It was the mental load of slowing down long enough to work through a new system while running a busy coaching practice with clients across multiple time zones and currencies. In Rachel’s words: “The previous build was technically well built, but the handover and complexity of getting used to a system like that was the real thing I just couldn’t get my head around.”

The system

Rather than starting from scratch, we audited what Rachel already had, identified what wasn’t working, and rebuilt the parts that needed fixing. The key difference this time was the handover approach: a full video walkthrough of her system, an interactive HTML reference guide she could bookmark and search anytime, and a structured testing phase where Rachel followed along step-by-step. We also tackled her multi-currency setup (NZD, AUD, USD billing), consolidated her proposal templates so clients weren’t seeing the same information twice, and connected Moxie to Xero via Pably Connect for automated invoice creation and client record syncing.

The results

Immediate confidence to use the system.

Rachel went from procrastinating on testing to sending a real client proposal before the handover was even finished — and it went perfectly.

Immediate confidence to use the system.

Rachel went from procrastinating on testing to sending a real client proposal before the handover was even finished — and it went perfectly.

Returning client praised the experience.

A long-term client who’d been through at least three of Rachel’s previous systems said the new process was “smooth like butter.”

Returning client praised the experience.

A long-term client who’d been through at least three of Rachel’s previous systems said the new process was “smooth like butter.”

Multi-currency billing simplified.

Rachel can now change a client’s currency in one place and have it flow through to proposals and invoices, eliminating the manual checking that used to catch her out.

Multi-currency billing simplified.

Rachel can now change a client’s currency in one place and have it flow through to proposals and invoices, eliminating the manual checking that used to catch her out.

Self-sufficient going forward.

With the HTML guide and walkthrough video, Rachel has the tools to manage her own system without needing to remember every detail from the handover.

Self-sufficient going forward.

With the HTML guide and walkthrough video, Rachel has the tools to manage her own system without needing to remember every detail from the handover.

Rachel Gronback

“My client, who has gone through a few onboardings with me, said this one was smooth like butter!”

“If anyone asks for a proposal tomorrow, I have no issue. The way you’ve done this and the way you’ve mapped it out and the way you’ve done the handover and made me test it has made me go — oh, I get it now.“

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Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.

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Let’s work together

let’s start working together

You’re only a click away from the systems of your dreams! Don’t wait, book a free 1:1 call now.

book a free 1:1 call

contact me

Let’s work together

let’s start working together

You’re only a click away from the systems of your dreams! Don’t wait, book a free 1:1 call now.

book a free 1:1 call

contact me

Let’s work together

Your New Process Is Smooth Like Butter

Your New Process Is Smooth Like Butter

Your New Process Is Smooth Like Butter

2 spots available for Custom Builds

Tools used:

The client

The challenge

The system

The results

Immediate confidence to use the system.

Immediate confidence to use the system.

Returning client praised the experience.

Returning client praised the experience.

Multi-currency billing simplified.

Multi-currency billing simplified.

Self-sufficient going forward.

Self-sufficient going forward.

“My client, who has gone through a few onboardings with me, said this one was smooth like butter!”

let’s start working together

Let’s work together

let’s start working together

Let’s work together

let’s start working together

Let’s work together