Your CRM, finally
working for you

Ten focused hours to audit, clean up, and build the systems your business needs — without the year-long agency contract.

Book my crm audit –>

Spots are limited — see what’s included below

—– WHAT YOU’LL WALK AWAY WITH

Real results, not just a
prettier dashboard

This isn’t a training session or a PDF handoff. By the end of our 10 hours, your CRM will actually reflect how your business runs — and be working on your behalf.

🗂️

CRM Setup & Cleanup

Pipeline stages, contact fields, and data structure that actually reflects how you work.

⚡

Automation Builds

Follow-up sequences, lead routing, and workflows that run while you sleep.

🔗

Tool Integration

Getting your CRM talking to your booking, email, and payment tools seamlessly.

📊

Visibility into your numbers

Know exactly where leads come from, where they drop off, and what’s converting.

—– THE 10 HOURS, BROKEN DOWN

Everything that’s
included

10-Hour CRM Retainer Package

10 hours total

Full CRM Audit (2 hrs)

We go through your existing setup together — pipeline, contacts, automations, integrations — and identify every gap and priority fix.

Pipeline Redesign (2 hrs)

Rebuilding your stages, fields, and contact data structure to match your actual sales process.

Automation Builds (3 hrs)

Setting up your follow-up sequences, lead routing rules, and any workflow automations we agree are priority.

Integration Setup (2 hrs)

Connecting your CRM to your booking tool, email platform, contracts, and any other tools in your stack.

Handoff Documentation (1 hr)

A recorded walkthrough of everything we built so you (and your team) can maintain it confidently going forward.

—– IS THIS A FIT?

Who this is for

Great fit if you…

✓ Have a CRM but aren’t fully using it

✓ Are losing leads due to slow or no follow-up

✓ Want automation but don’t know where to start

✓ Are a service-based business or solo operator

✓ Want done-with-you help, not another course

Not the right fit if you…

✕ Have no CRM at all yet (let’s start there first)

✕ Need a large team or enterprise rollouts

✕ Are looking for someone to fully manage ongoing ops

✕ Aren’t ready to implement what we build together

—– COMMON QUESTIONS

FAQ

How do we use the 10 hours

We start with a kick-off call to map your priorities, then schedule working sessions that fit your schedule. Some clients prefer 2-hour blocks across a week; others like to get it done in two longer sessions. You choose what works.

Which CRMs do you work with?

I primarily work with GoHighLevel, Pipedrive, Homeworks, and Honeybook — but I’m experienced with most major platforms. If you’re on something different, reach out before booking and I’ll let you know if it’s a good fit.

What happens after the 10 hours?

You get a full recorded walkthrough of everything we built, plus documentation so you can manage it yourself. Many clients book additional retainer blocks once they see the results — but there’s no pressure or upsell baked into this package.

Do the hours expire?

Hours are valid for 60 days from purchase. This keeps the project moving and ensures your setup stays relevant to where your business is right now.

How do I pay and get started?

Click the button below, you’ll be taken to my HoneyBook page where you can review the contract and pay securely. Once that’s done, you’ll get a link to book your kick-off call straight away.

Ready to get your CRM
working for you?

Let’s spend 10 focused hours building something that actually serves your business.

Under $500 · 10 hours