Tired of your business running you?
Get the clear, smart path to a profitable business you love.
Every day, thousands of small business owners ask themselves, ‘Is this it?’
Juggling sales, marketing, and operations can leave you feeling trapped, not free.
I’m Julia Katsivo Carter, and I’ve seen it firsthand. The truth is, you didn’t start your business to work yourself into the ground. You started it for freedom.
At Successful & Smart, we don’t just talk strategy. We help you build a new relationship with your business. We’ll show you how to organize your time and energy to attract ideal clients, boost your revenue, and reclaim your life. This isn’t about working harder; it’s about working smarter.
Ready to get smart about your success?
Services
How we help clients
Successful & Smart offers business coaching through one-on-one Just In Time© consults for immediate clarity and strategy and is excellent for addressing immediate issues, and monthly Power Hour© performance meetings for teams. The services focus on creating smart processes, effective marketing, and improving time management to help small business owners achieve profitability and freedom. For clients who need help scaling from six to seven figures, the Blueprint Year© is a high-commitment, retainer-based program designed for the small business owner seeking proactive, systemic transformation and scalable growth.
Just In Time©
My one-on-one business consults are called Just In Time© and are one-hour phone calls when needed (hence the name.) They are each CAD$150/hour.
Business owners find these no-pressure bookings useful for:
Big-picture planning, organizing their calendars and workflows, dealing with difficult people or circumstances, managing and engaging team members, tying marketing plans to sales projections, accurately budgeting and managing operational funds, and firming marketing plans and copy.
Sometimes, they use them to tackle unhelpful habits or create new ones.
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No obligation or contract commitment
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Appointment availability as early as next day
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Flexibility with purchasing a package of several calls to use throughout the year
“Julia’s help was part of the reason I was able to scale my business to 6 figures.”
Power Hour©
My once monthly online meeting Power Hour© is for business owners leadership and/or employee team with a focus on mental resets, productivity, time management, and goal setting. Each Power Hour© is CAD $225/month.
Sessions build upon each other and are progressively interactive increasing empathy and greater communication.
Business owners are encouraged to add single one-on-one phone call spots each month for team members to privately discuss what’s uncovered during the monthly group meetings. This is for deep processing purposes that cannot be effectively accomplished on group calls.
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Can cancel at any time
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Date and time each month locked for your company
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Plan starts at $225/month for up to ten team members. Add an extra $225/month for additional members to a maximum of twenty members.
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Extra one-on-one support available at $150/hour per hour per member.
“Julia’s coaching has been instrumental in the development of our team.”
ABOUT JULIA KATSIVO CARTER
Created by an entrepreneur
Small business solutions only work when they’re created by people who are small business owners themselves. I know what keeps you up at night, what you think about a lot, your fears and desires. I know that time is important to you. I get it, so I’ve got you.
Designed for compatibility
Holistic business coaching looks beyond the money and money-making strategies at the whole of the business owner and their team. I address boundary setting, for example, as a strategy to prevent burnout and safeguard your most valuable asset: your leadership capacity.
Experience plus expertise
I am the Founder, Julia Katsivo Carter, and I spent 10 years working in sales, marketing and process development with Fortune 500 companies and 7 years working with medium and small business owners at the Canada Revenue Agency, plus three advanced coaching certifications and social impact awards.
Created for the small business community
I work with service and product based small business owners in the coaching, consulting, e-commerce, beauty, travel, publishing, event hosting, accounting, bookkeeping, hospitality, real estate, and mortgage industries.
This includes solo business owners (or professionals) and teams of up to 20.
Working with the real deal
Over the last fifteen years, the internet has allowed many people to call themselves business coaches and gurus – the level of online noise is unparalleled and the marketing can override the reality which is – small business owners do not have time for fluff, flashy online gloating, and expensive solutions. I’m anti all that. In fact, I run the other way.
What we co-create
Creating perfect work conditions
For my clients, perfect work conditions include doing work that doesn’t feel like work (even when it is), enjoying the customers they work with, and spending loads of quality time with their loved ones.
I help you craft and focus on business activities that reflect your business core values and desired outcomes.
Creating marketing that works
Small business owners are almost always thinking of growth and where the next customers will come from. Without expensive ad spend, confusing funnels, and unnecessary software, I help small business owners create fast paths to cash that include speaking (webinars or live), a robust online presence, and easy process to referrals by creating delighted customers.
Creating processes that work
I help small business owners create in-take, on-boarding, and maintenance processes for both customers and team members that make sense and save time and money.
I suggest solutions that can be immediately actioned and contribute to the overall goal.
no-fuss, no-brainer pricing
Business coaching that makes dollars & sense
My plans are created to give you peace of mind and tons of value so you can focus on using the help to grow your business and take great care of your team members and customers
Free marketing help
I’ve created free marketing materials that help you define your customer buying journey as well as understand where your sales and marketing gaps are. At the end of each online download product, you’ll be invited to sign up for a Just In Time© session. You’re not obligated to take up the professional help offer.
Your stress-free, more revenue, better clients are here
- Create the path from cold lead to hot buyer without extra ad spending, adding shiny objects, complicated funnels, or increasing your anxiety.
- Learn the exact marketing copy that attracts high-value clients ready to buy and refer without compromising your integrity.
- Discover a plan that gives back time so you can focus on nurturing relationships without chasing after uncertain new ones.
Your focused sales and marketing days are here
- Uncover the gaps in your marketing and sales plan
- Learn where to focus your time and energy for more sales
- Discover your time and energy leaks so you can finally stop them.
Blog posts
Goal setting
and planning
Whether you’re new to goal setting and planning or this is something you’ve made an active part of your life, you’ll enjoy this fresh approach to goal setting that doesn’t turn goals and plans into second jobs or energy and time suckers.
Gratitude,
the refreshing life toner
Is being grateful something that should be pulled up during festive seasons only, or is it a spirit that can be cultivated and harvested all through the year?
If you want to automate gratitude as a way of life, our blog post shows you how.
Mental health
and productivity
Mental health and productivity are closely linked, and caring for your mental health can help improve productivity.
Our blog post shows you how in three practical and habit forming ways.
