Service Packages

90 Minute Back Office Audit

$150

Feeling like your business systems are a bit… clunky? You’re not alone.

This one-on-one service is designed for entrepreneurs who want to take back control of their workflow, simplify their lead capture process, and get their CRM working for them — not against them.

What’s Included:

  • Workflow Assessment: We’ll walk through your current systems and tools — what’s working, what’s not, and where you’re losing time or leads.

  • Business Goals Review: We’ll get clear on what you’re trying to build and what success looks like for you — because your systems should support your vision, not complicate it.

  • Actionable Recommendations: You’ll get a personalized game plan to streamline your lead capture, nurture, and CRM systems — with tool suggestions, time-saving tips, and a simplified process that actually fits your business.

You’ll Walk Away With:

  • A clear picture of your current back-office setup

  • Specific, no-fluff recommendations for better tools and workflows

  • A streamlined, customized system blueprint that supports your growth goals

Administration Service Package

$400

Ideal for overwhelmed business owners seeking a dependable partner behind the scenes. This package offers 10 hours* of flexible hands-on support for the following services

  • Database cleanup

  • Database system migration

  • Email management

  • Creation of reusable templates for newsletters

  • Client communication scripts for email.

  • Social media content planning,

  • Branded templates to maintain a consistent and professional online presence.

    *The 10 hours must be used in 30 days; additional hours are available for $40/hour after the initial ten-hour block in the same 30-day period.

Done For You Workflow Pro

$897

Ready to get out of the weeds and into your zone of genius? This done-for-you package takes the stress out of systems by building a complete back-office workflow tailored to your business. It includes:

  • Create or Revise Website in Squarespace

  • lead capture setup,

  • branded landing pages,

  • automated email sequences,

  • a newsletter system,

  • CRM integration, and

  • social media templates

All aligned with your brand and goals. We kick things off with a 90-Minute Back Office Audit to ensure everything we build supports the way you work. It's your shortcut to a smoother, more innovative business.

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