Meet Kat Jackson, aka Kopilot Kat—a tech solutions architect and founding member of the Rooted & Relentless Mastermind. Kat brings tailored tech solutions to help service-based business owners stop forcing themselves into tools that were never designed for how they actually work.

In This Episode:

1. Kat’s evolution from VA → OBM → Tech Solutions Architect
2. Why most business owners end up with too many systems—and worse experiences for their clients, themselves, and their teams
3. The difference between having a CRM and actually managing client relationships
4. Why human-centered systems matter more than trendy tools
5. When spreadsheets stop working—and how to know you’re ready for a CRM
6. Kat’s FEWA Framework for choosing the right CRM:
7. Flexibility
8. Experience
9. Workflows
10. Analytics
11. The real danger of industry-specific tools that box you in
12. Why analytics matter way earlier than most service providers think
13. How poor systems quietly break your client experience (and your sanity)
14. The mindset shift that unlocked Kat’s clarity, confidence, and momentum inside the mastermind
15. Why alignment and passion directly affect your marketing and growth
16. Advice for women building service-based businesses: removing self-imposed limits and letting yourself go full “delulu” (on purpose)

Key Takeaways:

1. You are the CRM. The tool just supports how you build relationships.
2. Systems should bend to your business—not the other way around.
3. Custom workflows > one-size-fits-all tech stacks.
4. If you don’t love the work, your audience can feel it.
5. Most limitations aren’t logistical—they’re inherited beliefs you’ve outgrown.

Connect with Kat Jackson:

1. Website: https://kopilotkat.com/contact/
2. Instagram: https://www.instagram.com/kopilot.kat/?hl=en
3. YouTube: Tech breakdowns, CRM education, and system deep dives: https://www.youtube.com/channel/UCVy6ctueaIM0gc3LRCV_m7A

Join Steph & Kat:

Want the same kind of clarity, confidence, and grounded decision-making you heard in this episode? Join me and Kat inside of the Rooted & Relentless mastermind. Where breakthroughs happen on any given Tuesday: https://www.stephrubio.com/groupcoachingwaitlist