Our Membership Plans

Why should you work with us? We provide you with a CRM system that handles all the repetitive work of keeping up with leads and clients, giving you more time to focus on what’s truly important. Unlike our competitors, we don’t just hand you a CRM and leave you to figure it out on your own. We assist you in integrating the CRM into your business. Our various packages are designed to fit anyone’s needs and budget!

Create Your Perfect CRM System Packages

Tier 1 (starting at $147 per month)

Providing you with the foundation you need to build a successful CRM.

Benefits Include:

Connecting your business to the CRM

We provide you with a CRM system in HighLevel, giving you the structure to grow and scale your business. We also assist with importing your existing data into the CRM, including your current lists and connecting your domain to the system.

Content ideas for emails and blogs

Experiencing writer's block and struggling to come up with content ideas? No problem! When you sign up for this membership, we'll provide you with email and blog content ideas to help you promote and sell your business. We'll review your website and craft personalized content ideas for your emails and blogs within your CRM.

Resource Library

Learn how to unlock the full potential of your system with our resource library, which includes How-To guides covering various aspects of the CRM, such as creating web pages, emails, workflows, automations, and more!

Tier 2

Building the assets you need for a successful CRM.

All of Tier 1 benefits plus we will create:

Automated Email Workflows

We'll construct two customized workflows to automate two distinct email campaigns, ensuring seamless follow-ups with all your leads and preventing any from slipping through the cracks.

Business Spotlight Page

A web page that spotlights your client's pain point and how your product or service can help them.

Simple Pipeline

A pipeline to efficiently organize and track all your leads, streamlining the process to generate more sales.

Partnership Page

A partnership page helps others refer clients to you and receive rewards. It includes unique referral links to your business spotlight page for tracking the source of the referral.

Tier 3

Strategizing how to maximize your CRM.

All of Tier 1 and 2 benefits plus:

Weekly 1-1 Strategy Meetings

Four meetings per month where we discuss your goals, review data, and outline the next steps to achieve that goal.

Complete System Automation Setup

We develop essential workflows and email campaigns strategically crafted to consistently engage all your leads and clients, keeping your business at the forefront of their minds.

Pipelines Monitored

We set up your pipelines and monitor and adapt them as needed to ensure optimal performance and effectiveness.

Get Your Ship Together: Combining Systems with Marketing Expertise

Starting at $597 per month

We have partnered with IvyHill Strategies to provide you the best of both worlds: a perfect CRM foundation along with a comprehensive marketing plan for your business. Two for the price of one! Here’s what the plan offers:

Brand Strategy and Messaging

To kick off your journey, IvyHill Strategies offers a 90-minute intro call focused on your brand's content marketing systems and strategy. They will help develop or refine your content calendar and enhance your brand reputation. Plus, you'll receive a monthly 60-minute one-on-one strategy meeting.

CRM System Set Up

Goals to Results will set you up with your own CRM in HighLevel, connecting your business to the system and providing the necessary resources for success.

Content Creation & Marketing

IvyHill Strategies will provide you with resources and how-to tutorials to elevate your videos, photos, graphics, and blogs. You’ll also receive project management support and access to an exclusive Q&A forum for help and questions.

It’s time to systemize your business!

Are you ready to take the next step toward achieving your business goals? Schedule a meeting with us to discuss how we can work together effectively. We're excited to connect with you!