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.

done for you dubsado set up

What does this Service include?

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.

Done For You CRM Setup Done For You CRM Setup Done For You CRM Setup
Done For You CRM Setup Done For You CRM Setup Done For You CRM Setup

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.

cutting edge operations co - Business systems consultant

What does this Service include?

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.

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dfy business foundational systems DFY business foundational systems dfy business foundational systems

Hear what Lisa had to say

When You Put the Right Systems Into Place, Amazing Things Will Happen.