Systems Setup Services

So you can stop being "Busy"

and start being Productive

A One Time System Setup Service That Is Designed To Automate & Elevate Your Business.

If you are looking to scale your business AND have time of your own you need internal structures for the backend to run efficiently, and streamlined client processes so that you WOW your clients, and leave them feeling that personal touch WITHOUT you manually doing the work each time, then this service is for you.

Step Away From the Shiny Objects!

There are HUNDREDS of programs and apps out there, and my mission is to help you find the programs that work for YOUR business, customize them to fit like Cinderella's glass slipper, input your processes and let them do their magic.

Client Management (CRM)

Solely focused on client info from onboarding to offboarding, and everything in the middle.

*Intake Forms




*Welcome Packets



ex: Dubsado, Honeybook (we choose which fits you best)

Investment: Starting at $997

OR starting at $1,697 as a VIP 1 day intensive

What's Included:

  • Free discovery call to get to know your business and client management needs.
  • Workflow Mapping Meeting to create a client experience roadmap
  • Creation of SOP’s for any new processes created.
  • Appointment Scheduler Setup
  • Payment plans and packages
  • Beautiful code free custom branded designed form templates: lead capture, proposal, questionnaires, etc. *branding assets to be provided by client*
  • Upload Contracts (Verbiage Provided By Client)
  • Setup of custom workflow components such: status and tags
  • A custom client portal, branded with client provided assets
  • Input canned emails, AND write new ones as needed.
  • Workflow creation to take your client from inquiry, onboarding, & offboarding for your signature service
  • Training materials that outline all aspects of your new setup
  • 1:1 Offboarding call to learn your new system
  • 14 Days of Voxer Support post project completion
  • 30 days of email support (Monday - Friday)

**Dubsado Bonus: Customized Client Portal Guide to share with your clients!

**Honeybook Bonus: Designed brochure to impress your clients and elevate their experience!

Operations/Project Management

This is your back office, where you run your business, stay organized, manage tasks, projects, and team.

*Manage & execute projects

*Communicate with clients

*Assign tasks to your team

*High level view of tasks and reporting

*Organize your SOP's

*Content Planning

Examples: ClickUp, Airtable, Notion, Asana (I do setups in any that's listed, and a few others that are not)

Investment: Starting at $697

OR starting at $1,397 as a VIP 1 day intensive

What's Included:

  • Free discovery call to get to know your business and client management needs.
  • 90-minute strategy call to organize your systems and map out your processes.
  • Future state workflow map (created after the strategy call)
  • Any native integrations for the System of choosing and your other tech tools
  • Implementation of Custom System can include areas for:
  • Team Management, Lead and Client Management, Operations Management (Business Hub),
  • Marketing Management (Includes an area for Content Creation), Project Management *not all areas may be applicable*
  • Creation of Personalized Internal + Client Dashboards *if applicable in the system chosen
  • Automations Implementation *in applicable systems*
  • SOP Template (the SOP content provided by client)
  • Creation of SOP’s for any new processes created.
  • Recorded Walkthrough of your new system, and how to use it.
  • 30-60 minute training call with you and your team
  • 14 Days of Voxer Support post project completion
  • 30 days of email support (Monday - Friday)

ClickUp setup's will include- Templates for Tasks, Lists, Folders, Docs, Dashboards, etc.

The Process

Discovery call

Schedule a FREE discovery call with me! No sales pitch, this call is to let me know more about you, your business, and your vision. And see if we’re a perfect match for your project.

Custom Proposal

After our call you will receive a proposal, once you approve it you will sign the contract, and pay 50% of your invoice to save your spot on my calendar.


Process Mapping Meeting

Once we’re official, you'll receive a questionnaire with all the details I need, we will schedule a Workflow Mapping Meeting where we will discuss your vision for your dream client experience.

Process Map Approval

I'll send you your workflow and you'll need to review and sign it off so I can begin the work!



From here on out, I’ll do all the legwork and hand over a shiny, efficient system that works for you. I’ll keep you updated on the progress along the way.

Final Payment

Once your project is complete, you'll make your final payment and


We will schedule an offboarding that will be a recorded screen-sharing meeting where I will go through every single step of all the workflows.


Your set up may be done, but I am hanging around for 30 days. You will have access to me via ClickUp and email. You will stay supported, and we will work out any bugs or fixes.

How long will the process take?

This varies depending on the complexity of your processes as well how quickly you are able to provide me with your startup resources. The average turnaround time is 2-4 weeks.

Can I get it any faster?
Absolutely! I do offer VIP Days that are a 1 day intensive. There are some differences in the offer. With the 1 day intensive you get 1 full workflow setup. Contact me to chat and see which option is best for you

How much will I need to be involved?

That will depend on how organized you are but retrieving your assets and all the pre-work will roughly take you 1-2 hours. We will also have our mapping call and will need approvals and feedback from you throughout the project, but these are typically quick answers. Although it is not completely hands-off, I do take as much off your hands as possible.
What if I don't need a full set-up?
Need something à la carte like such as forms designed, a client dashboard, or automated workflows? Let's hop on a complimentary Discovery Call. Or if you are not sure what all you need but know your systems need help, I would suggest starting with a system audit
Do you have a payment plan?
Yes! 50% of your project will be due at booking to confirm your spot on my calendar and the final 50% is due prior to our Wrap-Up Call. However, I do my best to make assistance attainable, if you need to make different payment arrangements we can talk about it, and I will see what we can do.
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