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Don’t know which CRM to choose?  – DOWNLOAD OUR CRM GUIDE

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SERVICES

Systems Coaching Sessions

Customized offers to support your business.

Systems Coaching Sessions

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Client Journey Mapping, Strategic Roadmap PLUS Full Implementation

(Save 15% with this option)

A comprehensive review and findings of ways in which you could up-level and improve your systems and meet all of the different needs of your Client Journey. This will give you a direction in which to take your systems and improve your business.

Included/How it Works:

A one hour session where we will go over your existing client journey, offer our suggestions, make edits, ask some probing questions to help level it up and get it streamlined.
 
(In between the session, we will clean and fix up the client journey, add our edits, think of questions and things to consider to get it levelled up.)

A 30 minute follow up session to go over your improved journey, ask new questions, see if we can improve it even more and make necessary changes.

We will then create a ‘roadmap’ for your business of how to best move forward, given your new and improved client journey. We will include specific programs that we suggest, with budget info for each,  pros and cons, as well as a back up plan. We will also be including a video of us walking through the roadmap, explaining how we came to these conclusions. We will then hold a 45 minute meeting to present you with these options and talk through and we came to those conclusions.

We will then take the systems you end up choosing and set them up completely for you, from the ground up. We will get your email templates set up, your schedulers, your forms (these could be contracts, proposals, questionnaires, etc), your lead pipeline, your payment plans etc (all depending on what the system you choose is capable of and what is needed to support your client journey.) Please note: This package includes the complete set up of *one* main system (ie. CRM system), if you require any additional systems to be set up, that can be done at an additional cost.  (Also, if you require Salesforce, Hubspot or Kajabi, these set ups will come at an additional cost as well, as those systems require alot more skill and time).

SETTING UP & PROJECT MANAGEMENT
30 Minute Kick Off Call
Your own private Slack Channel
High-touch Project Management
Weekly project check-ins
 
ACCOUNT & BACKEND SETTINGS
Set up of your BackEnd Settings (including: project statuses, tags, chart of accounts, project referral sources, & payment schedules, as applicable.)
 
YOUR CONTENT
Setting up your schedulers (up to 4 appointment types)
Setting up your email templates (up to 20)
Customised email signature
Setting up your forms (up to 10 total) (contracts, proposals (1 Master Template) questionnaires, lead captures, more can be added if needed)
 
WORKFLOWS
60 Minute Workflow Development Session
3-5 Workflows/Automations
E2E Workflow Testing
60 Minute Workflow Walkthrough/Training Call
 
TRAINING & POST PROJECT SUPORT
Personalised training videos
60 Minute Offboarding/Training Call and Next Steps Guide–resources, where to go for help, bookmarking ideas. hacks.
2 weeks of post-project support through Slack
 
EXTRAS
Client Journey Template
Last Pass Guide
Email Template Basic Kit
Asana Tutorial Video: The Basics
Next Steps Guide

Strategic Support

Already have a CRM setup for your business but need some extra help setting up or have some questions? We will meet via Zoom and discuss what you need help with and sort it out right there.

Power Hour

An hour-long turbo session, where you can ask me anything about your CRM or systems. I’ll get info and prepare ahead of time and together we will take charge and conquer your system’s issue.

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Workflow Development Session

1 Workflow | 7 to 14-day Turnaround

Don’t have a process yet for how your pipeline should work? I can help you develop a process from lead capture to off-boarding your client.

This 2-hour session will include three phases—understanding your process, creating the workflow on paper, then implementing it in your CRM.

(Other)CRM in Four Weeks

Need to set up a CRM but don’t see the one you want listed here? We can set up a different CRM for you!

After the Systems Coaching Session, we create the workflows in your CRM in addition to other features your CRM has to offer like – building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.

*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.

(Other)CRM in Four Weeks

Need to set up a CRM but don’t see the one you want listed here? We can set up a different CRM for you!

After the strategy session, we create the workflows in your CRM in addition to other features your CRM has to offer like – building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.

*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.

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Just the Research Add-On

Unsure which CRM is the best fit for your business needs?

Let us do the research for you! Research into which top 2-3 CRMs are best for you and a breakdown of how they compare so that you can make the best decision.

Support / Customization

 

Have an existing CRM but need some help customizing it or fixing something up? Or perhaps you need to add a workflow or integration and you’re not sure how? We’re here for you.

Let’s sit down and discuss what you need help with and how we can assist you and get your CRM running efficiently again.

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CRM Concierge Support Retainer: 10 Hrs CRM Support & Maintenance

Our CRM Concierge Support Retainer is designed to help you save money while getting more value out of your CRM. They come in 10, 15, or 20 hours packages, so you can decide how much help you may need in a month and only pay for that. Saves you on a full-time employee!

We work in MANY different systems and CRMs but have the MOST experience with the following: Dubsado, Honeybook, 17Hats, Hubspot, Salesforce, Paperbell, Practice, JaneApp and Zoho.

 

What's next?

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Let's work together to make your business more efficient and profitable!

Below are a few of the services we offer to streamline your business processes:

Services

1

Dubsado & Honeybook

Dubsado and Honeybook can do so much for you and your business! Let us help with strategy and support.

2

Salesforce

Let us set up your Salesforce to create the best sales, customer service, marketing automation and analytics systems in place.

3

Email Marketing Platform Automation

Email marketing doesn't have to be a drag! Let us put our expertise to use to set up your email marketing platform the best way for your business.

4

Hubspot

Let's get your inbound marketing, sales, and customer service in top shape.

5

Zapier

Let's save you time by automating repetitive tasks between two or more of your work apps.

6

CRM Services

Including both strategy sessions, VIP sessions and done-for-you builds, we have you covered.

Lovely Things Previous Clients Said

CRMs aren’t a one-size-fits-all solution!

HOW DO YOU KNOW WHICH CRM TO CHOOSE?

Find the perfect fit for your business with our FREE guide to the top 19 CRMs on the market. Compare prices, features, and capabilities to make an informed decision that meets your unique needs and goals.

Learn How to Create Your Own Client Journey!
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