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Looking for One Simple Solution

To manage all the emails, invoices, contracts, and client communication?

Wouldn’t it be a dream if you could even automate parts of your client journey?

Yes, automate – meaning less things for you to worry about. A CRM Setup can ease your stress.

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CRM Setup

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.

The struggle is real, you wake up with anxiety.

You forgot to send the onboarding email to your new client…

You’re drowning in a client project or trying to find all of the information you need to create that proposal you were supposed to have sent out yesterday, and pulling all-nighters like a college student during finals week.

THIS ISN’T HOW RUNNING YOUR OWN BUSINESS WAS SUPPOSED TO GO. 

 

Getting Organized

And Setting Up Systems is right there on the top of your to-do list.

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.

I get it.

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?

Imagine what it would be like to have all of your systems in place (in a way that actually works), that works efficiently every time you need to onboard a new client.

Picture this

How Sweet it can be

You’re in the grocery store and you get that DM from a client saying they’re IN and want to work with you.

Instead of focusing on your shopping, you RUSH home to manually send out the contract and onboarding. But because you were rushing, you forgot X item and now have to go back to the store…

How liberating would it feel to rely on a seasoned expert to set it all up for you? 

I provide the custom creative solution you need

for your business to rise to the next level.

GET YOUR ROADMAP

To achieve big results

  • Custom Taskade Board
  • 1 Contact Form
  • 2 Brochures
  • 1 Questionnaire
  • Up to 15 Emails
  • Up to 15 Package/Service Templates
  • 5 Appointment Types
  • 1 Automation to tie it all together
  • Loom tutorial videos to support you making in future updates
  • 14-Day Follow-Up Support

*This service is fully customizable, so prices may vary depending on your needs.

$1500

  • Custom Taskade Board
  • 3 Contact Forms
  • 3 Brochures
  • 3 Questionnaires
  • 3 Proposals/Invoices/Contracts
  • 75 Emails
  • 30 Packages/Services Templates
  • 16 Appointment Types
  • 3 Automations to tie it all together
  • Loom tutorial videos to support you making in future updates
  • 14-Day Follow-Up Support​

*This service is fully customizable, so prices may vary depending on your needs.

$2000

  • Custom Taskade Board
  • UNLIMITED Contact Forms
  • UNLIMITED Brochures
  • UNLIMITED Questionnaires
  • UNLIMITED Proposals /Invoices /Contracts
  • UNLIMITED Emails
  • UNLIMITED Packages/Services Templates
  • UNLIMITED Appointment Types
  • UNLIMITED Automation Workflows to tie it all together
  • Zoom live tutorial and recording to support you with your system, setup, and making future updates
  • 30-Day Follow-Up Support

*This service is fully customizable. Prices may vary depending on your needs.

$3000

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