Systems Scale

What's Included:

• CRM setup + optimization (custom fields, pipelines, deal stages, basic reporting dashboards)

• 4-5 core automations (strategically chosen based on your Systems Mapping Call)

  Examples: booking flow, client onboarding sequence, payment automation + reminders, nurture email campaign, review/feedback request, referral system, abandoned cart recovery

• Integration across 3-4 platforms (Zapier or Make connections between your tech stack)

• Segmentation setup (tags, lists, basic behavioral triggers so you're sending the right message to the right people)

• Documentation + 30-minute live training call (we walk you through everything, answer questions, train one key stakeholder)

What You'll Get (Deliverables):

• Fully optimized CRM with custom workflows and reporting

• 4-5 working automations (tested, live, and documented)

• Seamless integrations across 3-4 platforms

• Segmentation system (tags, lists, triggers)

• Complete documentation (written + video)

• 30-minute live training session

Benefits:

• Eliminate repetitive tasks across your entire business

• Scale without hiring a full-time ops manager

• Professional, cohesive client experience at every touchpoint

• Data-driven insights from organized CRM reporting

• Systems that handle complexity without breaking

• Room to grow—your infrastructure can expand as you dof

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)