

All-in-One Marketing & CRM Platform
20 Hours of Professional Setup, Onboarding, or Strategy Support
One monthly strategy session after set up
Contact Management for customer data and communication tracking
Sales Pipeline Management for clear opportunity stages
Automated Billing (quotes, estimates, invoices, payment tracking)
Automation Tools for reminders, follow-ups, tasks, email and SMS workflows
Customer Service tools for quick access to client history
Analytics & Reporting for performance insights
Scheduling and Calendar Management
Operational and Productivity Tools including job tracking
Marketing Capabilities (email, SMS, automated workflows, social posting, blog tools)
Unlimited templates, pipelines, workflows, triggers, and campaigns
Mobile App Access
Job Tracking Pipeline for project and service delivery stages
Website (Domain purchase, transfer, website builder, hosting)
Wordpress options available


20 hours of branding, design, and build services
Brand board (logo, colors, fonts)
Domain purchase or transfer
Website setup, redesign, or transfer
Hosting and basic SEO
Prominent Presence setup
One month of social media content (8-10 posts)
Automated review and reputation management
Optional blogging setup
Consistent branding across every touchpoint, so your business looks professional, recognizable, and trustworthy—every time.
8-12 monthly social posts
Automated review management and responses
1-2 blogs per month
SEO-enhanced content


Client will only be billed for pre-approved hours.
Website updates, logos, and marketing materials
Business foundation tools (job descriptions, org charts, trackers, agendas)
System creation (onboarding, training, communication workflows)
Organizational and operational development
Employee handbook creation
Automation planning and implementation
Goal and growth oriented sessions with accountability.
Goal setting and action planning
SMART goals, quarterly rocks, and business structure tracking
Leadership guidance and accountability
Support with management decisions and difficult conversations
Brainstorming followed by action steps
