We know that your time is valuable.
Our Business Systems Setup service is designed to help you integrate the right tools—like CRMs, project management software, and team collaboration tools—so that your operations run smoothly, efficiently, and with ease.
With tailored setups for everything from CRM systems like GoHighLevel to project management tools like ClickUp or Asana, we focus on creating systems that work for your business, not the other way around.
Our Business Systems Setup service is designed for creative agencies and growing businesses looking to simplify operations and scale smoothly.
We help you:
✓ Transition seamlessly to new tools and platforms.
✓ Streamline workflows and bring order to your processes.
✓ Enhance team collaboration and communication.
✓ Integrate systems built to support long-term growth.
Feeling overwhelmed by all the options out there?
We’re here to guide you every step of the way and make sure your systems are set up for success.
We have deep expertise in setting up and optimizing a wide range of tools. Here are a few of them:
✓ Dubsado, Honeybook, Pipedrive, Salesforce, Hubspot, GoHighLevel (CRM)
✓ Monday, ClickUp, Asana, Teamwork, Notion (Project Management)
✓ ActiveCampaign, Kit (ConvertKit), Flodesk, MailChimp, MailerLite (Email)
✓ Google Workspace (Collaboration & Document Management)
As certified software nerds, this list is just the start! If you're wondering about specific tools not listed, just reach out and we'd be happy to talk through solutions.
Our approach is simple but impactful:
1. Initial Consultation: We dive into your agency’s operations to understand your challenges and goals, tailoring our solutions to your needs.
2. Tool Selection: We recommend and choose tools—like CRMs and project management software—that align with your processes and future growth.
3. Setup & Integration: We handle everything, from data migration to workflow configuration, ensuring your systems work seamlessly and efficiently.
4. Team Training & Rollout: We train your team, create reusable SOPs and tutorials, and support change management to ensure a smooth transition.
4. Ongoing Support: We offer continued guidance to keep your systems optimized and evolving as your agency grows.
Our Business Systems Setup packages are designed to give your agency a solid foundation for streamlined operations and sustainable growth.
We know that every agency has unique needs, so each package is fully customizable to match your goals. Whether you’re looking to optimize project management, implement a powerful CRM, or create a comprehensive operational setup, we’ve got you covered.
Plus, with flexible add-ons available we make sure your systems are as efficient and effective as possible.
Our Workspace Build service focuses on setting up and optimizing project management tools and communication platforms like Monday, Notion, ClickUp, Asana, Slack, and Google Workspace. We ensure that your team has a solid foundation for collaboration and efficiency by:
✓ Assessing your current processes to identify areas for improvement
✓ Providing tool comparison charts and recommendations
✓ Customizing the setup and configuration of chosen tools
✓ Integrating existing data and workflows into the new system
✓ Offering training sessions for team members on effective usage
✓ Providing ongoing support during the transition phase
Pricing:
Base Package $1,500
Pricing increases with additional tools or data transfers from previous systems.
What You Can Get
Kick things off with a focused session to align on your goals, current challenges, and how our setup can best support your team.
We’ll connect with key team members to understand workflows and tailor the setup to fit your agency’s unique needs.
We handle creating and configuring accounts on your chosen platforms, ensuring everything is set up for immediate use.
Customizable templates designed to streamline your project management, keeping your team organized and efficient.
Seamless transfer of existing data from your previous tools to your new setup, minimizing downtime and data loss.
We’ll configure any extra tools needed to enhance your workflow and ensure they integrate smoothly with your primary systems.
Comprehensive documentation and standard operating procedures, empowering your team to use the new setup effectively.
Visual representations of your key workflows, making it easy for your team to understand and follow optimized processes.
Assistance to address questions and provide hands-on support as your team adjusts to the new systems.
Our CRM Setup service is designed to implement and optimize customer relationship management systems like GoHighLevel and Dubsado. This offering helps streamline client interactions and enhance sales processes through:
✓ Assessment of current client management processes
✓ Tool comparison charts and recommendations
✓ Customized setup of the chosen CRM platform
✓ Data migration from previous systems to the new CRM
✓ Integration with existing tools and platforms
✓ Training for team members on effective CRM utilization
✓ Ongoing support for system optimization
Pricing:
Base Package $850
Pricing increases for different tools or data transfers from previous systems.
What You Can Get:
We evaluate your existing workflows to identify inefficiencies and opportunities for improvement, ensuring a tailored CRM setup.
Receive a detailed comparison of CRM options, with our expert recommendations on the best fit for your agency’s needs.
We configure your new CRM to align with your processes, making client management intuitive and efficient.
Seamless transfer of client data from your old system to the new CRM, minimizing disruptions and data loss.
We connect your CRM with other essential tools, creating a cohesive and automated workflow for your team.
Hands-on training sessions to ensure your team knows how to make the most of the CRM features and functionality.
Continued assistance to fine-tune your CRM setup and keep it running smoothly as your needs evolve.
When your agency’s needs go beyond our standard Workspace Build or CRM Setup packages, our Custom Setup is here to provide a tailored solution.
Whether you’re looking for a unique combination of tools, specialized integrations, or a fully bespoke system to support your operations, we’ll design and implement a setup that works for you. From custom workflows and advanced automations to detailed training and ongoing support, we ensure your systems are perfectly aligned with your goals.
What You Can Get:
After years of teaching everything from music composition to web design, I started experimenting with business on the side.
What began as a hobby turned into a whirlwind, leading me to accidentally start a content marketing agency...
Spoiler: it wasn’t fun.
That wild detour helped me realize what I love most—working closely with people to solve complex problems and design systems that just work.
Business isn’t just about making money (though, of course, that’s part of it). It can also be fun, meaningful, and a space for personal growth—if you build it right.
Now, I help creative agencies tame the chaos of growth with systems that make both work and life more enjoyable.
Imagine your team feeling confident, projects running smoothly, and growth happening without the chaos. We’re here to make that vision a reality—together. Let’s create the foundation your agency needs to thrive.
