PACKAGES

Smart Systems Setup & Automation

A complete business systems setup designed to connect your CRM, forms, and operations in one organized view. Includes:

Smart CRM setup connecting contacts, deals, and tasks
Intelligent intake forms that auto-organize client data
Custom automations for reminders, task handoffs, and follow-ups
Organized file system and SOP kickoff to ensure operational consistency
One focused AI training and handoff session for day-to-day automation tools

Typical Timeline: 7–10 business days
Includes: Setup, testing, documentation, and one follow-up session

AI-Driven Business Systems Plan

A complete CRM and operations overhaul focused on intelligent automation, sales pipeline clarity, and performance visibility. Includes:

Streamlined pipeline stages with clear entry and exit criteria supported by insights
Automated follow-ups for new leads and open deals through advanced workflow design
Shared inbox setup for unified client communication and faster response times
Standardized email and proposal templates enhanced with AI content suggestions
Dynamic reporting dashboard tracking conversion rate, cycle time, and source performance in real time

Typical Timeline: 10–15 business days
Includes: Design, build, documentation, and AI onboarding session

Ongoing Operations Support

Monthly management and optimization of your business systems with proactive support and insights. Includes:

Ongoing maintenance and continuous improvements guided by system analytics
Automated change log tracking updates and rationale for every workflow adjustment
Rollback plan prepared for each major system to ensure stability and reliability
Quality assurance checks on forms, pipelines, and reports powered by smart automation
Priority support with defined response times and proactive issue detection

Typical Rhythm: Monthly
Includes: Monitoring, reporting, updates, and client summary report

All-In-One Launch & Systems Package -À la carte is available

1) Formation and Compliance

Business entity guidance with EIN application support
Operating agreement template
State registration guidance
Licensing and permits support
Startup operations checklist tailored to your business

2) Strategy and Planning

One-year business plan in an editable format
One-page executive summary for quick pitches
SWOT and TOWS analysis with clear goals
Business model and pricing strategy outline
Project planning session with a simple roadmap
One strategy call and one accountability check-in

3) Brand and Marketing Essentials

One-page mini brand guide (logo usage, colors, voice)
Business card design with print-ready files
Social media template set (5 reusable posts)
Lead magnet design (checklist or one-pager)
30-day content calendar with hooks and captions
Five-slide pitch deck in an editable format

4) Sales and Operations Setup

• Business email, calendar, and file organization setup for streamlined daily operations

• Branded client intake form that captures and organizes key details automatically

• Online booking and scheduling setup with automated reminders and confirmations

• Smart CRM connecting contacts, deals, and tasks in one clear view

• Structured pipeline stages with entry and exit rules enhanced by AI insights for better forecasting

• Automated reminders, task handoffs, and follow-ups to save time

• Performance reports with AI analytics to track leads, wins, and cycle time

• SOP kickoff defining owners, steps, and timing for core processes

• Startup budget template with built-in tools for tracking and forecasting growth

5) Project Delivery and Support

Four weeks of light project management support with task tracking and check-ins
Change log that records what changed, why, and the result
Rollback plan ready for each key workflow
Simple QA checks to confirm forms submit, stages move, emails send, and reports reflect reality
Plain-language handoff notes and a quick start checklist

How we work

Plan: short discovery, confirm goals, agree on scope and milestones
Build: configure, write, design, and test the core pieces
Maintain: steady improvements with clear notes and simple QA

What we need from you

Your basic business details, brand assets, and any examples you like
A single point of contact to review drafts and approve decisions

Typical timeline

Setup and build: about 2 to 3 weeks
Support and tune-up: 4 weeks after launch

Frequently Asked Questions

1. Which package should I start with?

If you are setting up from scratch, choose Starter. If you already track leads and want automation and dashboards, choose Core. If you want monthly care and steady improvements, choose Support.

2. How long does setup take?

Starter is typically 7 to 10 business days. Core is typically 10 to 15 business days. Support begins the first week of each month.

3. What is included in documentation?

Plain language notes for key workflows, a checklist for daily use, and a change log that shows what was updated and when.

CHOOSE A PACKAGE

Pick the level that fits your current stage

Smart Systems Setup & Automation

AI-Driven Business Systems Plan

Ongoing Operations Support

All-In-One Launch & Systems Package -À la carte is available

Frequently Asked Questions

CHOOSE A PACKAGE

Pick the level that fits your current stage

Smart Systems Setup & Automation

AI-Driven Business Systems Plan

Ongoing Operations Support

All-In-One Launch & Systems Package -À la carte is available

Frequently Asked Questions

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