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Client Relation Management Builds

Looking for your ideal client experience? Together we will automate your chosen CRM program to the fullest extent possible, ensuring your business is ready to roll!

CRM Builds are $1,200 and the process typically takes 2-4 weeks to complete and includes everything you’ll need to automate your business.

So how does it work?

We’ll start with a FREE consultation. This will allow me to learn a bit more about your business services, and your hopes and dreams for what you want your client relation management program to be able to do for you.

From there, once I’ve emailed your customized proposal, you’ll sign the contract, and pay the 50% retainer to move forward.

Once we’re official, I’ll schedule a Workflow Mapping Meeting to identify what your DREAM client experience looks like. We will leave this meeting with a beautifully charted process map for future reference.

Now, we are finally ready to get into your chosen CRM program. I mainly work with Dubsado, HoneyBook, and Studio Ninja. This is where all of our hard work is implemented. The best part about this step? I do all the work for you! So sit back and enjoy that coffee, I’ve got it from here.

When the system setup is complete, I’ll email you to schedule a screen-sharing Zoom call to complete our off-boarding meeting. On a recorded 1:1, we’ll go through every single feature I have implemented and you will receive training over the other basic features of your chosen CRM that you will need to know in order to operate autonomously moving forward.

Last but not least, just because we are done, doesn’t mean I’m leaving you! I’ll stick around for an additional 30-days for you to ask questions, request bug fixes, and receive additional training if needed.

With support like this, it’s impossible for you to leave less than 100% satisfied and excited about your new-found freedom!

Dubsado Setup

The package includes a strategy session to determine what your ideal client process looks like. A complete list of content importation/creation such as (email copy, contracts, forms, proposals, etc.) Scheduler set-up and calendar integration. Client portal set-up and complete workflow build-out. A workflow cheat sheet for you to refer back to when we’re done and a recorded Zoom call walking you through your new CRM followed up with a 45-minute follow-up call within 60-days of project completion.

HoneyBook Setup

The package includes a strategy session to determine what your ideal client process looks like. A complete list of content importation/creation such as (email copy, contracts, forms, proposals, etc.) A complete workflow build-out. A workflow cheat sheet for you to refer back to when we’re done and a recorded Zoom call walking you through your new CRM followed up with a 45-minute follow-up call within 60-days of project completion.

Studio Ninja Setup

The package includes a strategy session to determine what your ideal client process looks like. A complete list of content importation/creation such as (email copy, contracts, forms, proposals, etc.) Scheduler set-up and calendar integration. Client portal set-up and complete workflow build-out. A workflow cheat sheet for you to refer back to when we’re done and a recorded Zoom call walking you through your new CRM followed up with a 45-minute follow-up call within 60-days of project completion.


Let’s build something together.


What’s Good

Happy Clients

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