GET INTENTIONAL

Love your business but sick of the backend mess? Need more automation to focus on higher level tasks? Want to elevate your client’s experience? I got you covered!

IT DOESN'T HAVE TO BE THIS WAY...

Introducing "DONE IN A WEEK"

the fastest and easiest way to have your system setup

Let’s face it, most CRM setup specialists spend 4-6 weeks setting up your system you needed to be up and running yesterday. The process involves constant back and forth communication when you already have a hundred other things to manage.

What if I told you that we could cut out all the sanity, give you back time, and get your system up and running in a day? Yes, in just 7 days, you will have the perfect streamlined system completely tailored to YOU and your dream client experience. No cutting corners, no sloppy workflows, no skimping on important details but a true VIP experience from a CRM pro.

What Do You Get?

Basics + Settings

All the little details for your system to be complete.

Scheduler

Easy booking calendar with your work hours and automated client appointment reminders

Payments/Packages

Payment plans and packages you offer ready to send to you customers

Portal Setup

Portal designed and synced for future clients

Form Creation

Uploading/creating all your forms and contracts

Brochure/Proposal

Custom designed to match your branding

Automation

Workflow creation for your signature service that takes your clients through inquiry, onboarding, & offboarding

Emails

Canned email copy to fill in the gaps and make everything flow seamlessly

HONEYBOOK VIP Week
average investment ($1999)

1 week dedicated to honeybook setup & development

dubsado VIP Week
average investment ($3499)

1 week dedicated to dubsado setup & development

*Please note the listed investment is the base investment. Custom quotes are given to each inquiry based on the number of service offerings, custom coding needed, and outside integrations implemented.

Bonuses:

Business Strategy

Receive a 90-min strategy Kick-Off call to go over your business, create a dream client experience, and find the perfect balance for YOU

Training

45-min live post-setup training for you to ask questions and walk through the system

*Recorded to share with your team*

Support

21-days of post-setup support via email to help you continue to navigate your new system

What is the Process?

1

INQUIRE – Complete the application process. If approved, we will set up a time to chat and make sure I am a good fit for your business and provide a complete quote.

2

BOOK – View proposal, sign the contract, pick a VIP date, pay the invoice.

3

HOMEWORK – You will receive a questionnaire that covers everything I need to know to integrate your system (takes up to 1 hour to fill out).  

4

KICK-OFF CALL – After your Questionnaire, a 90-minute workflow mapping session takes place where I brainstorm with you about your signatures service and how to automate it to serve your clients well. 

5

WORKDAY BUILD – On your designated week, I spend the day working on just YOUR business system build. You will need to be available via messenger to answer any questions and/or review copy + branding elements.