You’re Great at Serving Clients — Let’s Build the Tech That Manages Them.
You didn’t start your business to spend hours sending contracts, reminders, and invoices by hand. I’ll build your complete Client Relationship Management (CRM) setup so you can deliver a professional, automated experience that saves time and keeps clients coming back.
Why This Matters
Your client experience should feel organized, professional, and effortless — for both you and them.
But when every new inquiry means manually sending forms, scheduling calls, or piecing together emails, your time disappears fast.
That’s where I come in. I’ll design and implement the tech behind your CRM system so every step — from first inquiry to final offboarding — runs automatically. You’ll finally have a client process that looks as polished as your results.
What’s Included in Your Client Booking & CRM Tech Setup
Every setup is fully customized to your services, client journey, and preferred tools.
Platform Setup & Configuration
Create or refine your CRM account (Dubsado, HoneyBook, etc.)
Set up your services, pricing, and booking links
Integrate your email, calendar, and payment tools
Form & Document Setup
Build professional, branded forms: intake questionnaires, contracts, proposals, and feedback forms
Connect all documents to your workflows for automatic delivery
Ensure every client receives the right information at the right time
Workflow Automation
Create custom workflows for each stage of your client journey
Automate confirmations, reminders, invoices, and follow-ups
Connect your scheduling and payment systems for seamless booking
Email Templates & Communication Setup
Write and set up canned emails for each client touchpoint
Brand your templates for consistency and professionalism
Add triggers so messages send automatically at key points
Testing + Walkthrough
Full testing of every workflow and email sequence
One-on-one walkthrough with video SOP so you know how to manage your new CRM confidently
This Is Perfect For You If...
- You’re manually sending contracts, invoices, or forms for every new client.
- You keep forgetting follow-ups or losing track of leads.
- You’ve outgrown spreadsheets and sticky notes.
- You want to deliver a high-end client experience without working longer hours.
- You’d rather focus on serving clients — not managing admin.
Want Us to Manage It for You Each Month?
Want Ongoing CRM Management and Optimization? Once your CRM is fully set up, we can continue managing your client processes for you — keeping everything up-to-date as your business grows.
- Monitoring workflows and ensuring automations run smoothly
- Updating packages, forms, and templates as your offers evolve
- Managing client onboarding and offboarding support
- Troubleshooting or optimizing as your systems scale
- You focus on your clients — we’ll handle the backend that keeps them organized and cared for.
