Membership Plans
Given the unique needs of each business owner, we offer flexible tiered packages without long-term commitments. Our programs provide you with the necessary tools to effectively manage your data and communications with all clients and leads.
Tier 1
Providing the framework for your system and helping organize data.
Benefits Include:
Configured CRM
We provide you with a CRM system in HighLevel. It is the structure to build a system that can grow and scale your business.
Data Transfer
We will help you import your existing data into the CRM.
System Knowledge Library
Unlock the full potential of your system with our resources. Including How-To guides covering various aspects of system building, regularly updated with new information.
Brand Road Map
Collaborating with IvyHill Strategy, we provide clients with insights and strategies to establish their brand for success.
Additional Benefits
If you require additional assistance, you can enhance your plan with add-ons to expedite the process of building and managing your system. We offer weekly accountability emails and forms, goal sheets to track progress, and more!
Tier 2
We build the assets you need to implement a system.
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.
Weekly Group Sessions
Weekly sessions offer valuable strategies for building and improving your system. All sessions are recorded and stored in the membership area for convenient access.
Additional Benefits
Transfer data to other tools such as Google Sheets and QuickBooks, weekly accountability emails and forms, a goals sheet to track progress, and 1-1 strategy meetings are available, with up to two meetings per month.
Tier 3
Establish and manage your system.
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
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.
Partnership Page Automation
We add automation to your partner page. While also monitoring, organizing data, and generating reports to illustrate which partners are thriving.
Additional Benefits
If you require additional assistance, you can enhance your plan with add-ons to expedite the process of building and managing your system.
