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?
which done for you service is really for you?
Done For You CRM Setup
Eliminate The Busywork, Do What You Love & Wow Your Clients
Reclaim your time and transform your client experience with easy-to-follow onboarding, seamless automation, and post-delivery follow-up branded for your business.
I’ll create a personalized system, and establish workflows that save you time, money, and energy. Not tech-savvy? That’s ok. You’ll receive training on how to use your new systems so you can have complete confidence in your backend and service delivery.
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 Week
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 refunds available?
There will be no refunds provided for this service.
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:
- Hello Bonsai
- Dubsado
- Go High Level
- Honeybook
- Moxie
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.
Can I get more than 1 signature workflow created?
Yes! However, this will result in an additional fee.
Business Organization & Systems Setup
Eliminate The Busywork, Do What You Love & Wow Your Clients
Are you ready to get up and running with all the foundational business systems you need to organize and grow your business now? No Problem!
For both new and seasoned business owners who may not be tech-savvy or have the time to delve into intricate system setups, I specialize in crafting personalized systems and streamlined workflows. This service not only saves you valuable time, money, and energy but also caters to your comfort level with technology.
You’ll receive hands-on training, ensuring you’re fully confident in managing your backend and delivering services efficiently. Additionally, this comprehensive service extends to optimizing project management and service delivery processes, ensuring your entire business operates seamlessly.
Let’s work together to create a Client Management Process that’s tailored to your specific business processes and aligns seamlessly with your goals.
What does this Service include?
(2) Kick-Off Calls (45 minutes each)
Standard Operating Procedure Creation
Client Relationship Management (CRM) Setup
Project Management Tool Setup
Pre-recorded training videos customized to your accounts
(2) Systems training Calls (45 minutes each)
Once we’re done, you’ll have solid foundational systems in place that allow you to get back to doing what you love inside and outside of your business.
Service duration: 3 months
How it works
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
Project outline
Next, you’ll receive a full outline of the entire project for approval which is the final step before the work begins.
4
completed
The project will completed in three phases.
5
testing
After the build outs are complete, the testing phase begins.
6
Wrap-up call
You’ll be invited to book your training call/project wrap up calls upon completion of the project.
Let me help you improve your path to an improved client experience
faqs
Are refunds available?
There will be no refunds provided for this service.
Are there payment plans available?
The service fee can be split into three payments. A minimum deposit of 25% of the total balance is required at the time of booking. The remaining balance can be split into two payments and is due prior to work commencing on the project.
What CRM Options are available for setup?
The list is constantly growing! Currently we offer setup of the following CRMs:
- Hello Bonsai
- Dubsado
- Go High Level
- Honeybook
- Moxie
What project Management options are available for setup?
We currently offer setup of the following Project Management Tools:
- Asana
- Hive
- Monday
- Teamwork
What if I want changes made after the project is complete?
Changes requested within the first 30 days of project completion will be completed at no cost. Any changes requested beyond 30 days from the project completion date are subject to additional fees.
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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