Business Systems Services

  • White desk with a white computer keyboard, a pair of rose gold eyeglasses, a rose gold pen, a striped rose gold and white pen, and an open planner with lined pages.

    CRM Audit & Clean Up - $127

    Get your database organized in 3-5 days so you never lose another lead. What's Included:

    ✓ Full database audit and cleanup

    ✓ Duplicate removal and data correction

    ✓ Smart tagging and segmentation

    ✓ 30-minute training call

    ✓ Maintenance guide

    Total Value: $297

  • A person's left hand holding a white pen, writing on a small sticky note on top of a weekly planner with handwritten scheduling notes. The planner is open on a white desk next to a keyboard and partially visible laptop, with a black tray holding a white cup on the top right.

    Lead Follow-Up System - $227

    Never Lose Another Lead with an Automated Follow-Up System

    ✓ New Lead Drip Campaign

    ✓ Warm and Cold Lead Nurture Sequence

    ✓ Past Client Check-In System

    ✓ Custom Email & Text Templates

    ✓ 30-Minute Training Call

    Total Value: $497

  • Minimalist interior wall with a round wooden clock showing 4:19, a white desk lamp, and a potted plant with large green leaves on a white surface.

    SOI Nurture System - $327

    Build Your Referral Foundation in 10 Days— DIY or Done-For-You

    ✓ Foundation Audit & Segmentation

    ✓ 90-Day Starter Nurture Plan

    ✓ Automation Foundation

    ✓ Training and Documentation

    ✓ Custom Email & Text Templates

    Total Value: $697