Let's get Real
you do amazing work and get real results for your clients.
But the behind-the-scenes craziness to make it all happen is getting old, fast.
A premium client experience,
on autopilot.
Wouldn’t it be a dream if you could even automate parts of your client journey? Yes, automate, meaning fewer things for you to worry about. A CRM Setup can ease your stress.
But the behind-the-scenes craziness to make it all happen is getting old, fast.
But it keeps getting overlooked because, let’s face it, it’s overwhelming and when you start trudging through the details, you kind of start to have a mini-panic attack.
But how would it feel to have an ally in your corner to help you sort out all the details and finally get your operations in order?
Please contact us if you don’t see a platform listed here.
During the proposal process, you can add extra training sessions, copywriting, graphics etc.
By default, our packages are broken up into 2 payments.
We offer payment plans of up to 4 months.
We love integrating your systems to work synergistically. We’ll help you integrate the CRM with your calendar, bookkeeping software, email marketing and website and more.
Your package includes a post-setup video tutorial using Loom to show you how to update!
I partner with the talented and creative Krista from Wishtree Design for Branding + Graphic Design for all your design needs.
