10-Hour CRM Retainer

Your CRM, finally
working for you

Ten focused hours of done-with-you CRM setup service — audit, cleanup, automations, and integrations — without the year-long agency contract.

Book My CRM Retainer

Under $500 · 10 hours · Spots limited each month

WHAT YOU’LL WALK AWAY WITH

Real results, not just a prettier dashboard

This isn’t a training session or a PDF handoff. Our CRM setup service goes hands-on inside your account. By the end of 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 rebuilt to reflect how you actually work — not a generic out-of-the-box template.

⚡

Automation
Builds

Follow-up sequences, lead routing, and workflow automations that run while you sleep. No more manual chasing.

🔗

Tool
Integration

Your CRM connected to your booking tool, email platform, contracts, and payment tools — all talking to each other seamlessly.

📊

Visibility Into Your Numbers

Know exactly where leads come from, where they drop off, and what’s converting. Real pipeline data you can act on.

THE 10 HOURS, BROKEN DOWN

Everything that’s included

Here’s exactly how every hour of this CRM setup service is spent — no guesswork, no scope creep.

2 hrs	Full CRM Audit — We review your existing setup together — pipeline, contacts, automations, integrations — and identify every gap and priority fix before we build anything.
2 hrs	Pipeline Redesign — Rebuilding your stages, fields, and contact data structure to match your actual sales process. Whether you’re on GoHighLevel, Pipedrive, HoneyBook, or another platform, we build it to fit how you close.
3 hrs	Automation Builds — Setting up your follow-up sequences, lead routing rules, and any workflow automations we agree are highest priority. This is where your CRM setup starts paying for itself.
2 hrs	Integration Setup — Connecting your CRM to your booking tool, email platform, contracts, and any other tools in your stack. This is the CRM setup service step most people skip — and the one that creates the most friction when it’s missing.
1 hr	Handoff Documentation — A recorded walkthrough of everything we built together, so you and your team can maintain it confidently going forward. You own it completely.

IS THIS A FIT?

Who this is — and isn’t — for

Great fit if you…

✓ You have a CRM but aren’t fully using it
✓ You’re losing leads due to slow or no follow-up
✓ You want automation but don’t know where to start
✓ You’re a service-based business or solo operator
✓ You want done-with-you help, not another course

Not the right fit if you…

✕ You have no CRM at all yet (let’s start there first — grab the free audit checklist here)
✕ You need large team or enterprise rollouts
✕ You’re looking for someone to fully manage ongoing ops
✕ You aren’t ready to implement what we build together

PLATFORMS SUPPORTED

CRM setup service for
the tools you already use

This CRM setup service works with GoHighLevel, Pipedrive, HoneyBook, Housecall Pro, and Homeworks — and most other major platforms. If you’re on something else, reach out before booking and I’ll tell you straight whether it’s a good fit.

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. The CRM setup service wraps up in 60 days or less.

Which CRMs to you work with?

This CRM setup service primarily covers GoHighLevel, Pipedrive, HoneyBook, and Homeworks — 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 in.

Do the hours expire?

Hours are valid for 60 days from purchase. This keeps the CRM setup 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 HoneyBook to review the contract and pay securely. Once that’s done, you’ll receive a link to book your kick-off call immediately.

READY TO GET STARTED?

Ready for a CRM setup service that actually delivers?

Let’s spend 10 focused hours building a CRM that serves your business — not the other way around.

$497 · 10 Hours · One Flat Rate