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I’m Heidi Phipps

Client Experience & Operations Virtual Assistant

I bring more CALM
to your business.

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

Book a CALM Support Strategy Call

See How it Works →

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Client Experience & Onboarding

Onboarding workflows, welcome emails, CRM tagging and organization, intake and onboarding systems.

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Course & Program Support

Course module organization, structuring course navigation, managing student access, backend updates, and course maintenance.

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Operations & Process

Workflow organization, backend system cleanup, process documentation, task and project organization.

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Admin Assistance

Calendar management, inbox, data entry, customer support.

MY APPROACH

The CALM Method

I follow this four-step framework designed to bring real, lasting order to your business backend.

CALM stands for Clarity, Alignment, Logistics, and Momentum. Taking your business from chaotic to calm and keeping it that way.

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What is The Process Like?

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Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

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Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

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Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

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Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

PACKAGES

Packages by Service

Choose the level of support that fits your business right now. Custom packages are always available upon request.

FOUNDATION

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

$650/mo

FLOW

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

$1300/mo

MOMENTUM

Everything in Foundation & Flow, plus ongoing optimization, strategic support, leadership consultancy, course & backend management.

$2200/mo

PACKAGES

Packages by Hours

Choose the level of support that fits your business right now. Custom packages are always available upon request.

Light Support

Up to 10 hours

Light support with onboarding systems, backend organization and/or admin assistance.

$370/mo

Growth Support

Up to 20 hours

Ongoing backend support with managing programs and client experience systems.

$720/mo

Strategic Support

Up to 30 hours

Consistent operational, client experience, and course support.

$1050/mo

About Me

Hi, I’m Heidi!

After nearly a decade as a teacher and mentor, I now help business owners bring calm to their backend systems through clear workflows, organized operations, and supportive client experiences.

I love turning moving pieces into simple, sustainable processes so your business runs smoothly behind the scenes.

When I’m not working, you’ll find me baking, crafting, or camping with my husband and our two daughters. They are the reasons I value building a business that supports both meaningful work and family life.

Testimonials

Heidi is fantastic to work with and truly listens to your specific needs. I asked for her assistance in creating email campaigns — after only one minor revision, the results were spot on. She also created lead magnets in Canva and did an amazing job. I strongly recommend Heidi for all of your email and lead magnet needs.

Victoria Latouf

CEO

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

I’d love to connect!

English (United States)