Stop Piecing It Together. Get Your Systems Built Right.

Finally, set up your CRM, email platform, or project management tool the way it should be—with automations that work and training so you actually know how to use it.

let’s build your system – starting at $1,797

You’re Done with a Bubble Gum & Duct Tape Approach

You know you need systems, but every time you try to set something up, you get overwhelmed and quit. Or you cobbled something together that technically works, but it’s held together with workarounds and crossed fingers.

You’re manually doing work that should be automated. Your team doesn’t use the tools because they’re too confusing. And deep down, you know your current setup won’t scale.

You need a real foundation, not more tutorials, and not another “quick fix.”

Get a System That Actually Works FOR You

Systems Setup means I build your system from the ground up—customized to your business, your workflows, and how you actually work. You’ll get automation that saves you time, training so you’re not confused, and documentation you can actually reference later.

No cookie-cutter templates and no generic solutions. Just a system that fits your business like it was made for you (because it was).

Here’s What You Get

Complete Setup of One Core System

Choose your CRM, email marketing platform, OR project management tool—I’ll set it up from scratch.

45-Minute Discovery Call

We’ll map out your workflows, business processes, and what you actually need this system to do.

Custom Configuration

Built for how YOU work, not some one-size-fits-all template.

Basic Automation Setup

Up to 3 automations that save you time immediately (Think: lead nurturing, client onboarding, and task assignments).

Integration with One Other Tool

Connect your new system to something you’re already using (calendar, payment processor, etc.).

90-Minute Training Session

I’ll walk you through how to use everything I build so there’s no tech confusion.

Custom How-To Video Library

Videos specific to YOUR setup so you never feel lost.

Written Documentation

A reference guide you can come back to anytime.

30 Days of Email Support

Questions after launch? I’ve got you covered.

Customize Your Setup

Additional System Setup +$997

Need your CRM AND your email platform set up? Add another system to your package.

Advanced Automation +$1,297

Up to 5 additional complex automations beyond the basics (Think: multi-step sequences, conditional logic, advanced workflows).

What to Expect

Investment

Systems Setup

$1,797

One system setup

Custom configuration

Basic automation setup

Integration with one tool

Training and support

let’s start building your system

Systems Setup Add-ons

Additional system setup +$997

Advanced automations +$1,297

Completed a Systems Audit? Upgrade to a Systems Setup within 30 days, and your $297 audit fee becomes a full credit toward your setup.

This Setup is Perfect For You If:

You’re avoiding setting up your system because it feels overwhelming

You started a system, but you don’t know how to use it so it just sits there

You’re manually doing work that should just be automated by the system

Your current setup is held together with sticky notes and workarounds

You want your system setup to be RIGHT for you and the work you do

You need training so you know how to use it and not be lost after it’s built

You’re ready to stop winging it and build a really strong foundation

What You’ll Walk Away With

A fully functional system, ready to use from Day One

The confidence to actually use it

Basic automation to handle repetitive tasks

A custom how-to library so you’ll never feel lost again

Clear, written documentation to reference

A system that works FOR you without the overwhelm

Systems I Can Setup

CRMs

While most CRMs are similar, my expertise lies in all-in-one platforms like GoHighLevel and HubSpot.

Email Marketing Platforms

I’ve helped clients set up simple platforms like MailChimp and MailerLite, as well as more complex tools, like Kit and FloDesk.

Project Management Tools

Planning is one of my specialties, so I can set up tools like Asana, Trello, Monday, and ClickUp to fit a client’s needs.

Not sure which platform is right for you? Let’s talk on a Discovery Call, and I’ll help you figure out which tool is right for you.

Want Ongoing Support?

Love your new system but want someone to manage it ongoing? Upgrade to Systems Management within 30 days and receive a $500 credit toward your first month.

learn about systems management

Common Questions

What if I need more than one system set up?

You can add additional systems for $797 each. Most clients start with one core system and add others later.

What if I don’t know which system to start with?

We’ll figure it out together on our Discovery Call. We’ll chat about your goals and how your business runs, and I’ll help you determine what will have the biggest impact first.

Can I implement the setup myself with your guidance?

This is a Done-For-You service, meaning I build it for you. If you want guidance while you build it yourself, a Systems Audit ($297) might be a better fit.

What happens after the 30 days of support?

You’re on your own (with all your documentation and videos), OR we can chat to determine your needs if you want ongoing help.

Do you offer payment plans?

This is available upon request. Just mention it on our Discovery Call when you decide to start your services.

Ready to Build a System That Actually Works?

Stop piecing everything together. Let’s build your CRM, email platform, or project management tool the right way—with automation, training, and support.

Let’s get Your System built

Not sure if the setup is right for you? Contact me, and we can figure it out together.