One time or Monthly service for solopreneurs or very small teams who need structure without overwhelm.
Includes:
CRM setup or workflow refinement (one system at a time)
Up to 5 hours of data entry / migration support
1 custom branded invoice template
Monthly accountability check-in (45 min call)
CRM maintenance and workflow management
Best for: service providers who want to stop duct-taping their business and start running smoothly.
One time or Monthly service for solopreneurs or very small teams who need structure without overwhelm.
Includes:
CRM setup or workflow refinement (one system at a time)
Up to 5 hours of data entry / migration support
1 custom branded invoice template
Monthly accountability check-in (45 min call)
CRM maintenance and workflow management
Best for: service providers who want to stop duct-taping their business and start running smoothly.