CRM Consultant for Growing Service Businesses

Q: 2. Who are your services best suited for?

I work with online service providers in two situations: Your backend has outgrown the tools you started with. Your systems are held together by workarounds, things are slipping through the cracks, and you need operations that can keep up with your growth. You're moving to, or already using, GoHighLevel and need it built right. Whether you're migrating from another platform or your current GHL account isn't working the way it should, I build and rebuild the systems so it runs without constant babysitting. I also partner with agencies that need an experienced extra set of hands on their clients' GoHighLevel accounts.

Done-for-you CRM setup and automation in Dubsado and GoHighLevel

Helping solopreneurs just like you redefine the term “CEO” using streamlined client processes and automation that enables you to scale faster and stress less.

it's about time you step into your CEO shoes and I know just how to help you do that!

Burnout Is Not Your Friend…

…And Overwhelm Is Not A Prerequisite For A Successful Business.

It’s possible to have a thriving business that doesn’t require 15-hour workdays, a large team, or broken family and social commitments. After all, you started your company because you knew financial freedom, time freedom & freedom of choice were possible.

Let me show you how getting organized can take you from...

Overwhelmed to Overjoyed

Overworked to 8-hour or less workdays

Chaos to Organized Bliss

how can we serve you?

Our service

You didn’t start your business to spend hours untangling your CRM. I build done-for-you systems in Dubsado and GoHighLevel (GHL) so your client experience runs on autopilot — automated, organized, and finally out of your head.

Operations clarity audit

This session will help you streamline & improve your business operations by identifying efficiency gaps, eliminating manual work, & implementing the right business systems to boosting efficiency and ensure seamless operations.

Operations vip day

Have some automations in place, but need help pulling it all together? Book an Operations VIP Day, where we’ll dive into one of your core revenue generating processes. Together, we'll assess, refine, optimize and automate one of your key client management processes.

Done-For-You CRM Setup

How would you like to have a centralized hub to house all of your client details? Reclaim your time and transform your client experience with automated client intake, easy-to-follow onboarding, seamless automation, and post-delivery follow-up, all set-up for you.

It Sounds Better Coming From Them…

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If you are seeking out support to build or manage your systems, I highly recommend working with her!"

Danielle is hands down the best investment i've ever made into my business.

She has completely streamlined my processes, and she has helped me get organized enough to really step into a CEO role. Danielle is on a whole different level. From hiring, to writing out SOP's, to streamlining processes, Danielle has made Kaye + Co a real company and I am so grateful for everything she does. She is an absolute joy to work with and highly recommended! If you are looking for someone that can come into your business and help you actually grow, Cutting Edge Ops is a must.

Krystal P.

I would HANDS DOWN recommend Danielle to any entrepreneur ready to take their business to the next level!"

Danielle has been a LIFESAVER to my business. Since working with her she has completely built the backend of my business with systems and automations that have allowed me to focus on what matters most as CEO....ensuring my clients have a top-tier experience and bringing in revenue. When I met Danielle, I was a solopreneur with no systems. She has helped me build systems for SOPs, email marketing, project management, etc. What I love most about Danielle is that it feels like she is two steps ahead of me.

Dr Erica JT.

She broke down an overwhelming experience into smaller digestible pieces.

The truth is I don't think I could have continued my business without Danielle."

I’m Danielle

Your Business Systems Consultant & Freedom Builder

Hey CEO’s,
Wanna know what brings me joy? Helping solopreneurs break free from time-consuming manual tasks so they can level up their business, increase their profits & enjoy life. Trust me, being the CEO has its perks.

certified by:

Free Assessment

See What’s Really Happening Behind the Scenes of Your business

Disconnected systems create more work than most business owners realize. This assessment gives you a clear snapshot of how well your client journey is actually functioning — and where improvements will make the biggest impact.

Get your personalized score in minutes.

frequently asked questions

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1. What services does Cutting Edge Operations offer?

I help online service providers build backend systems that actually run their business. My services include:

Operations Breakthrough Session: a 90-minute strategy session to diagnose what's broken and map a path forward.
Platform migrations: moving your business off Keap, Ontraport, or a patchwork of tools onto GoHighLevel, with your automations rebuilt from scratch.
Automation and systems builds: pipelines, lead routing, workflows, integrations, and compliance setup.
Agency support: white-label GoHighLevel build and troubleshooting help for agencies serving their own clients.
Ongoing operations support: online business manager (OBM) support on a retainer for businesses that need an operations partner long term.

2. Who are your services best suited for?

I work with online service providers in two situations:

Your backend has outgrown the tools you started with. Your systems are held together by workarounds, things are slipping through the cracks, and you need operations that can keep up with your growth.
You're moving to, or already using, GoHighLevel and need it built right. Whether you're migrating from another platform or your current GHL account isn't working the way it should, I build and rebuild the systems so it runs without constant babysitting.

I also partner with agencies that need an experienced extra set of hands on their clients' GoHighLevel accounts.

3. What's included in the Operations Breakthrough Session?

The Breakthrough Session is a 90-minute working session focused on your operations. The investment is $375. You'll receive the session recording and custom deliverables, including a proposed process flow for your business, so you leave with a clear plan, not just notes.

4. Does the Breakthrough Session fee count toward a project or retainer?

No. The Breakthrough Session is a standalone service. You walk away with a recording and a proposed process flow you can carry out yourself, hand to your team, or bring to me if you decide you'd like help with implementation.

5. Do you help with CRM setup and automation?

Yes. This is the core of what I do. I build and fix the systems behind your CRM: pipelines, custom fields, lead routing, workflow automations, Zapier integrations, webhooks, and A2P/10DLC compliance setup. I also handle full platform migrations, which means rebuilding your automation logic from scratch on the new platform, not just copying data over.

6. What CRM platforms do you work with?

My main focus is GoHighLevel. I also work with Dubsado, Keap, and Ontraport, and I've migrated businesses from Keap and Ontraport onto GoHighLevel.

7. Do you work with agencies?

Yes. I provide white-label GoHighLevel support for agencies delivering GHL to their own clients. That includes sub-account builds and configuration, troubleshooting broken automations and integrations, and pushing master snapshots out to client accounts. The work ships under your agency's brand.

8. Do you offer ongoing support, or only one-time projects?

Both. Migrations and builds are one-time projects. If you need an operations partner month to month, I offer ongoing operations support on a retainer.

9. How much do your services cost?

The Operations Breakthrough Session is $375. Migrations, builds, agency support, and ongoing OBM retainers are quoted on a free call, because pricing depends on your platforms, the size of the project, and the level of support you need. Book a free call

10. How do I know which service is right for my business?

If you know something isn't working but aren't sure what to fix first, start with the Breakthrough Session. If you already know you need a migration or a specific build, a project is the right fit. If you need someone to run and maintain your operations month to month, ongoing OBM support is the best match. Not sure? Book a free call

11. Will my business be disrupted during a CRM migration?

No. Migrations are planned so your business keeps running. I build and test your new system alongside your live business, so you can keep operating, selling, and serving clients the whole time. Nothing switches over until it's ready.

How much of your business is still running through you? Take the 2-minute quiz and find out.