Summer is in full swing here in the northern hemisphere! Whether you’re dreaming of poolside afternoons or just craving a break from the daily hustle, your workflows can help you get there.

You don’t need a full business overhaul to feel more in control. These five simple tweaks can bring more clarity, calm, and confidence into your workweek, so you can enjoy more freedom without letting things fall through the cracks.

Use a Weekly CEO Day to Stay Grounded

Creating a weekly check-in for your business can be a game-changer. It gives you space to reflect on what’s working (and what’s not), review open projects, and set priorities for the week ahead.

I like to do this on Friday mornings, just a brief block of time to look over my business, get clear on what needs attention, and plan time blocks for the coming week. It’s a small shift that helps 

Download my free CEO Day Checklist and start putting this simple, powerful routine into action today.

Streamline Your Client Onboarding

Have you ever signed a new client and then thought, “Okay... now what?”

If onboarding feels like a scramble, you’re not alone. Mapping out your ideal onboarding process is the first step toward clarity. Once you know what needs to happen, you can create templates (think: welcome emails, contracts, intake forms) and build automations to handle repetitive tasks.

A streamlined onboarding experience doesn’t just make your life easier, it gives your clients a smooth and professional first impression.

Batch Your Content or Admin Tasks

Batching can free up your time, energy, and brain space in a big way—especially in summer, when routines may shift.

Set aside a block of time to create multiple pieces of content at once (social posts, blog drafts, email newsletters), or designate an “admin hour” for tasks like responding to emails and following up on invoices. When you stop task-switching and start batching, your schedule opens up for rest, creativity, and maybe even a spontaneous afternoon off.

Audit One Time-Draining Workflow

What’s the one task that always seems to derail your day?

Maybe it’s sending proposals, managing files, or keeping track of client updates. Pick one workflow that feels particularly clunky or chaotic right now, and ask yourself: What’s actually slowing me down here? Can this be simplified? Is there a way to automate part of this? 

Even a small improvement, like adding a template or adjusting the order of tasks, can save you hours over time.

Turn Off Notifications + Set Communication Boundaries

Digital clutter is real, especially in summer, when your available focus time is more limited. One of the best ways to regain control is by setting clear boundaries and limiting distractions.

You don’t have to be “on” all the time. Remember: just because you’re free doesn’t mean you’re available.

Try:

• Setting office hours for client communication
  

• Turning off email notifications outside work hours
  

• Using Focus modes or Do Not Disturb settings on your phone
  

I recently realized I was spending way too much time on my phone, and not always with a purpose. I wanted to become more intentional with my phone usage, so I created separate Focus modes: one for work and one for personal time. Each mode limits access to certain apps and has helped me stay more present, focused, and balanced throughout my day. Now, when I do spend time on my phone, it is from a more intentional space.

You Don’t Need a Full Overhaul to Find Ease

Small, intentional changes can create big results. Whether you carve out time for a weekly CEO Day, streamline your client onboarding process, or start batching your content, each step moves you closer to a business that feels calmer and more aligned.

You don’t have to do it all at once. Just choose one area to focus on this week and see how it feels. Your future self will thank you.

Need Help Lightening the Load?

If you’re not sure where to start or want support creating systems that actually fit your business, I’d love to help.

Book a Workflow & Automation Strategy Call and let’s walk through what’s working, what’s not, and how to simplify it all, together.

You deserve a business that feels organized, intentional, and aligned... even in the busy seasons.