Why Should you Work with Us?

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 programs provide you with the necessary tools to effectively manage your data and communications.

How do we work with our clients?

Step 1

Assess the Current State

We begin by diving deep into your business to understand where you currently stand. Whether you’re dealing with scattered data or inefficient processes, we thoroughly examine your challenges and strengths.

Step 2

Identify Solutions

We identify the gaps and opportunities for improvement. We brainstorm potential solutions tailored specifically to your needs. We craft a plan that targets your pain points and sets your business on a path for growth.

Step 3

Implement the Solutions

We’ll recommend the right membership level that fits your needs. Throughout the process, we provide personalized guidance, training, and ongoing support to ensure everything runs smoothly.

Create Your Perfect CRM System Packages

Tier 1

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.