System Setup

What's Included:

• CRM setup in one platform (GoHighLevel, ActiveCampaign, or similar)

• 2 core automations (choose from: lead capture, welcome sequence, booking confirmation, payment receipt, or DM automation)

• One complete flow (either client onboarding OR booking/payment setup, you choose based on priority)

• Basic tech stack integration (2-3 tools connected via native integrations or Zapier)

• Loom walkthrough video showing how everything works and how to manage it yourself

What You'll Get (Deliverables):

• Fully configured CRM with your contacts, fields, and pipelines

• 2 working automations (tested and live)

• 1 complete client flow (onboarding or booking)

• Basic integrations (your tools talking to each other)

• Video walkthrough (so you understand how it all works)

Benefits:

• Launch-ready in 2 weeks

• No more manual follow-ups or missed leads

• Professional client experience from day one

• Clean foundation that scales as you grow

• You own and control everything—no ongoing dependencies

What's NOT Included:

• Email copywriting (you provide copy, we automate delivery)

• Ongoing maintenance after delivery (available as Systems Care retainer)

• Custom API development or complex webhooks

• Training for multiple team members (one stakeholder only; additional training sessions: $200 each)

• Platform migrations (quoted separately, starts at $800)