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Ready to Tackle Your Tech?

Looking for One Simple Solution

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

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.

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 & 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.

These aren’t pipe dreams, friend.

With a properly set up CRM, you can streamline your client management process, automate repetitive tasks, and experience a significant reduction in stress and workload.

Say goodbye to the chaos and hello to a more organized and efficient way of managing your business.

  • 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

Frequently Asked Questions

  • Honeybook
  • Dubsado
  • Planning Pod
  • 17hats
  • Hubspot
  • Moxie
  • Monday
  • Suitedash
  • Plutio
  • FG Funnels
  • Sprout Studio

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.

Let Me handle the Tech

while you focus on growing your business.