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Un‑Mess Your Business

Lyo Back Office Studio gives coaches, consultants, and founders a plug-and-play backend system that handles client onboarding, fulfillment, and follow-up — without duct-taped spreadsheets or forgotten emails.

The 5 Questionable Choices Holding Your Business Hostage

1

“I’ll Just Keep It in My Head” Strategy

You’re the CEO, project manager, VA, and psychic all rolled into one. Your memory is the business plan. The moment you take a day off? Chaos.

The Fix: You need a hub, not a brain dump. Pick one workspace (Notion, ClickUp—doesn’t matter) and actually use it. Systems aren’t sexy—until they save your butt.
2

Custom Everything. For Everyone. Always.

Your biz looks like Frankenstein. Your clients get a different experience every time, and you’re reinventing the wheel for every deliverable.

The Fix: Build once. Use everywhere. Templates, checklists, and standardized workflows are your new best friends.
3

Client Stuff Scattered Everywhere

Half your process lives in Gmail. The other half lives in a random ClickUp doc. Client asks for a file? Prepare to dig for 12 minutes.

The Fix: One dashboard to rule them all. You need one clean place where each client’s entire workflow lives.
4

“Let Me Know If You Need Anything”

There’s no consistent communication. Clients go dark, or worse—they start micromanaging. You’re always wondering who needs what.

The Fix: Built-in checkpoints. A weekly status hub. One place to share updates, track feedback, and close loops like a pro.
5

No Offboarding. No Referrals.

You delivered great work, but didn’t close the loop. No feedback form. No reminder to refer you. You’ve left a ton of goodwill on the table.

The Fix: Automate the closeout. Collect feedback. Hand over final assets in style. Make it easy (and classy) to refer you.

Built by Someone Who Fixed the Chaos

After two decades behind the curtain at multi‑million‑dollar organizations, we distilled the same battle‑tested operations into a plug‑and‑play studio for teams of one.

Inside the Studio

A quick tour of the clean client workflows you’ll deliver with Lyo. Everything here is ready to ship the day you log in.

Workflow diagram covering five modules
Five‑stage workflow: Lead → Offboarding
Client dashboard mockup
At‑a‑glance client health & progress
Kickoff template mockup
Guided kickoff template—wow them on Day 1

CRM vs. Lyo: What’s Actually Running Your Business?

Feature Traditional CRM Lyo Back Office Studio
🧠 Lead tracking ✅ Standard pipelines ✅ Connected to proposals, contracts, and delivery flow
📄 Proposal & contract flow ✖ Not included ✅ Included in full journey
📁 Folder & workspace automation ✖ Manual setup ✅ Auto-created per client
📅 Kickoff & call scheduling ✖ Use third-party ✅ Automated after contract
✅ Task & milestone tracking ✖ Not built-in ✅ Dashboard included
📣 Project updates to clients ✖ Manual or skipped ✅ Automated check-ins
📨 Testimonial & referral flow ✖ Up to you ✅ Auto-sent at wrap-up
🛠️ Built for solos ✖ Often too complex ✅ Made for teams of one
🔄 End-to-end delivery system ✖ Just lead tracking ✅ Repeatable full workflow

Un-mess your business

Join Early Access and be the first to get Lyo—designed to simplify your backend

🚀 237 coaches already on the waitlist Private Beta opens Q3 2025 • Early‑access price under $500
You'll get early access updates—zero spam, pinky swear.