Jotform’s affiliate marketing specialist Anna Scheucher interviewed Lauren Evans, founder of Design and Streamline Solutions, who helps small business owners simplify and optimize their operations using the right tools and automations. Anna and Lauren discussed the challenges small businesses face with inefficient processes, the impact of streamlining workflows, and Lauren’s experience recommending Jotform as a trusted solution for her clients.
The conversation also highlights a standout case study: how Lauren helped a meat processing business replace a time-consuming, manual ordering process with a streamlined, automated solution, eliminating dozens of calls and improving accuracy while maintaining a personalized customer experience.
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Anna Scheucher: Hi Lauren, can you tell us a little bit about yourself and what you do?
Lauren Evans: My name is Lauren Evans, I go by Lauren Shak Evans online since Lauren Evans is so common, and my business is called Design and Streamline Solutions. I help small business owners use practical technology, streamlined workflows, and thoughtful automation to make business feel lighter, simpler, and more sustainable.
So my goal is never to come into meeting someone and be like, “Oh, okay, here’s my system.” I really try to learn what their business is, where their struggles are, what they enjoy doing and don’t enjoy doing, and then I take what they’re doing and make it more seamless.
I’m not trying to recreate the wheel. I’m just helping them find a more efficient way to do what they already want to do. I love helping people see where they’re spending time they don’t need to and finding ways to make it more efficient without breaking the bank.
Anna Scheucher: Thank you for that. What actually led you to start Design and Streamline Solutions?
Lauren Evans: I’ve always had a gift for technology and being able to learn tools quickly. With my corporate background in tech, communication, and marketing, I saw a huge need—people were spending time and money they didn’t need to because they didn’t know better solutions existed.
I also didn’t feel like I was making an impact in corporate. I wanted to help people, and I felt called to do something more meaningful.
At first I thought I’d focus on marketing, but I realized my strength was in the systems and tools behind it. Because it doesn’t matter how good your marketing is if you don’t have the systems to support it.
I believe business should be accessible to the everyday person—whether it’s a small hobby or a big idea—without needing expensive tools or coaches.
Anna Scheucher: That’s awesome. And speaking of the everyday person, what types of clients do you typically work with, and what are the most common challenges that you help solve?
Lauren Evans: I typically work with small business owners who see their business as their baby. They may have help, but they’re still involved in everything and trying to manage all the moving pieces.
The biggest challenge is that they don’t know what they don’t know. They don’t even know what to Google or what’s possible.
They may not realize how inefficient something is because they don’t know there’s a better way. They often think they need expensive tools or multiple systems when they don’t.
Anna Scheucher: That makes a lot of sense. You create some content on YouTube as well. What made you start creating content, and how does it connect to the work that you do?
Lauren Evans: I started creating content partly because it’s how you market today, but also because I genuinely want to make business more accessible.
I want to help people understand what’s possible—what tools exist, what they can automate, and how they can save time and money.
I focus on awareness and empowerment, not telling people they’re doing things wrong. It’s more like, “Hey, here’s something you might not have considered.”
Anna Scheucher: This kind of ties into your content creation, but what role does affiliate marketing play in your business? And how do you approach recommending tools such as Jotform in an authentic way — not to push it on people, but to stay authentic?
Lauren Evans: At first, I didn’t even know about affiliate marketing. I realized later that I could earn a commission for tools I was already recommending.
I believe my clients should own their own accounts, so affiliate marketing works well because I can recommend tools without controlling them.
I only sign up for programs I genuinely believe in, and I only recommend them when they’re the right fit. I’m not trying to convince people to use something just because I’m an affiliate.
Sometimes I recommend tools where I earn nothing because it’s the best option. I’ve even told clients to cancel tools that would have given me commission because it wasn’t right for them.
Affiliate marketing is a nice additional income stream, but my priority is always recommending what’s best for the client.
Anna Scheucher: That sounds great, I love that approach. How did you actually discover Jotform?
Lauren Evans: When I was still in corporate, a client recommended Jotform to me when I mentioned I was looking for a form tool. I’ve probably been using it for about a decade now.
Anna Scheucher: Wow. And what features and capabilities do you rely on the most with Jotform?
Lauren Evans: I use forms and e-signatures a lot. It’s the only tool I use for collecting signatures.
I combine features—for example, collecting testimonials and then immediately getting a signed release in the same form.
I’ve also used workflows, documents, and some AI features. I haven’t used AI agents yet, but I’ve explored apps and other features depending on my needs or my client’s needs.
Anna Scheucher: I love that. And speaking of your clients, I understand you recently had a very interesting case. Can you walk us through the situation before you got involved with the meat processing company?
Lauren Evans: They had a very manual and time-intensive process. For every order, they spent about 15 to 30 minutes on the phone walking customers through detailed, conditional questions about how the meat should be processed—everything from cut types to thickness and packaging preferences.
Because each order depended on previous answers, the process was complex and required follow-up questions, which made it even more time-consuming. It was also difficult to train employees to handle all the options correctly, and mistakes could lead to costly errors or rework.
On top of that, customers often needed to pause and confirm decisions with family members, which extended the process further. Overall, it was inefficient, hard to scale, and heavily reliant on the owners’ time.
Anna Scheucher: So what did you end up doing? What solution did you find?
Lauren Evans: We created a Jotform with advanced conditional logic that guided customers step by step through the same personalized decision-making process.
Within 30 days, they eliminated around 40 phone calls. Customers could now complete their orders on their own time, even collaboratively with others, while still being guided through all the necessary choices.
The form also generated tailored outputs: customers received a clear summary of their selections, while the business got a simplified, ready-to-use cut sheet with only the essential information.
This reduced errors, improved accuracy, and made training much easier. It also took a huge burden off the team, while maintaining the same personalized experience—just in a much more efficient and scalable way.
Anna Scheucher: That’s awesome. What is one piece of advice you would give businesses that struggle with inefficient processes?
Lauren Evans: Get clear on your process first. Write it out step by step. That helps you identify inefficiencies, duplication, and opportunities to streamline. Once you have a consistent process, then you can look at automation, integrations, and ways to make it more efficient.
Anna Scheucher: And where can people learn more about your work?
Lauren Evans:
They can visit my website at laurenshakevans.com or designandstreamline.com. They can also reach out through my inquiry forms or book a “Tackle My Tech” session for 1-on-1 support. I’m also on social media and YouTube as @LaurenShakEvans, where I share tips and videos.
Anna Scheucher: Rapid-fire: What is one word you would use to describe your experience working with Jotform so far?
Lauren Evans: Fun.
Anna Scheucher: Do you have a favorite Jotform feature?
Lauren Evans: I don’t know that I could pick just one. I like so many of them.
Anna Scheucher: Is there one tip you have for other partners recommending Jotform?
Lauren Evans: Don’t promote it as just an online form platform—it’s so much more.
Also, don’t be scared to highlight how much people can do on the free plan.
Anna Scheucher: I love that. Thank you so much for all of these answers. This was really, really great, and I’m sure everybody is going to get so much value out of this.
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