Done for You System Services
Ease the stress of client management—so you can focus on what you do best.
Ready to operate as the CEO of your business?
our done for you CRM setup option
Done For You CRM Setup
Build the Client Management System Your Business Will Run On for Years
If your business backend is all over the place, you probably feel like you’re spending more time managing your systems than actually growing your business.
Who Is this For?
This is for established service-based businesses that:
- Are managing clients manually or across disconnected tools
- Have outgrown “workarounds” and partial systems
- Need infrastructure that supports growth—not just survival
If your business relies on memory, manual follow-ups, or constant oversight, THIS is your solution.
What This Is:
The Done-For-You CRM Build is a complete client journey infrastructure build.
This is not just setting up software.
This is designing and implementing the system that connects every phase of your business.
What’s Included:
- Full client journey architecture
- Automation across multiple phases
- Pipelines, workflows, and automations
- Service delivery process integration
- System documentation and handoff
Everything is built intentionally so your business can operate without constant intervention from you.
What does this Service include?
Kick-Off Call (45 minutes)
Lead Capture Workflow
Onboarding Workflow
(1) Signature Service Workflow
Offboarding Workflow
Pre-recorded training videos customized to your account
Project training Call (45 minutes)
Once we’re done, you’ll have a system that allows you to get back to doing what you love inside and outside of your business.
Service duration: 1 - 4 Weeks
What the process looks like
1
Pre-work
The service begins with a pre-work questionnaire that will allow me to capture all of the necessary details to complete the project.
2
Kick-off call
Upon completion of your pre-work, you’ll book our kickoff call to finalize the scope of the project.
3
Process mapping
Next, you’ll receive a map of your process for approval which is the final step before the CRM build begins.
4
completed
Your CRM build is completed
5
testing
After the build out, the testing phase begins
6
Wrap-up call
Upon completion of testing, you’ll be invited to book your training call/project wrap up call.
Let me help you improve your path to an improved client experience
faqs
Are there payment plans available?
The service fee can be split into two payments. A minimum of a 50% deposit is required at the time of booking. The remaining 50% is due prior to the beginning of the build.
What CRM Options are available for setup?
The list is constantly growing! Currently we offer setup of the following CRMs:
- Dubsado
- Go High Level
- Honeybook
- Moxie
- Additional CRM options may be available upon request
Can I get more than 1 signature workflow created?
Yes! However, this will result in an additional fee.
What if I want changes made after the project is complete?
Changes requested within the first 14 days of project completion will be completed at no cost. Any changes requested beyond 14 days from the project completion date are subject to additional fees.
Are refunds available?
There will be no refunds provided for this service.
Hear what Lisa had to say
When You Put the Right Systems Into Place, Amazing Things Will Happen.
- Your clients will thank you!
- Your business will thank you!
- Your bank account will thank you!
- Your family and friends will thank you!
- YOU will thank you!
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