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Done-For-You CRM Setup & Workflow Automation for Small Businesses

Streamline Your Systems. Simplify Your Client Management. Scale Your Business.

You’ve invested in a powerful CRM — now it’s time to make it work for you.If you’re a small business owner or solopreneur struggling to set up your CRM, automate workflows, or create branded templates, you’re not alone. Setting up a CRM can be time-consuming and overwhelming — especially when you’d rather focus on your clients.

That’s where I come in. I specialize in Done-For-You CRM setup services designed to help service-based business owners automate, organize, and simplify their client experience from start to finish.

Save time. Reduce stress. Impress your clients.

Get your CRM setup done right — the first time.

(one off services available)

  • 2+ weeks
  • Investment Starts From $799
Yes!!! book my free call

What’s Included in Your CRM Setup

Your setup is fully customized to match your business branding, services, and workflow. You’ll receive:

(deliverables may vary dependant on CRM system)

  • Branding Settings — Customized colors, logo, and business details so your CRM reflects your brand.
  • Client Forms Setup — Proposal/Quote, Contract, Questionnaires, and Lead Capture/Contact Forms designed and branded for your business.
  • Template Emails (Written For You) — Professionally written and mapped email templates for each stage of your workflow, ready for automation.
  • Package & Service Options — Clear service listings so clients can easily select how they’d like to work with you.
  • Payment Plans & Reminders — Automated payment plans with reminder emails so you never miss getting paid.
  • Scheduler Setup — Integrated appointment booking system with reminder and confirmation emails.
  • Workflow Automation — Smart automations that guide your clients from inquiry to onboarding, delivery, and offboarding.
  • Progress Updates — Regular check-ins so you always know where your setup stands.
  • How-To Guides & Training Videos — Step-by-step resources to help you manage your system confidently.
  • 14 Days of Post-Setup Support — Ongoing support (Mon–Fri) to answer your questions and ensure everything runs smoothly.
  • And so much more… including peace of mind having your system setup by a specialist
  • Investment Starts From $799
Yes! Book my call

Who This Service Is For?

This setup is ideal for:

  • Coaches, consultants, and freelancers

  • Nutritionists, wellness professionals, and creatives

  • Small business owners ready to automate and scale

  • Anyone ready to stop wasting time on admin and start working smarter

Why Invest in a Professional CRM Setup?

A properly configured CRM can transform your business operations by:

  • Automating repetitive admin tasks

  • Keeping your client data organized in one central hub

  • Reducing errors and missed payments

  • Improving your client experience from start to finish

  • Freeing up your time to focus on growth and revenue

When your systems run efficiently, you’ll spend less time managing tech — and more time serving your clients.

Creating an experience your clients rave about! Let’s Build Your Backend Systems

Ready to streamline your business and create a smooth, automated client journey?
I’ll handle the entire CRM setup so you can focus on what you do best — growing your business.

Yes! Book my call

FAQs

Yes, this is ideal as the trial versions would have restrictions.

Yes, indeed!

For new subscriptions:

Claim 20% discount off your first year/month of a new subscription for Dubsado. Code for Dubsado: VCA20 or click HERE

Contact me for other available discounts.

  • Done-for-you setups require a 50% payment to book and the remaining 50% due before project completion.
  • Standalone services require upfront payment in full before work commences.
  • By the hour services require a 30% non-refundable deposit (equivalent to 5hrs) and the remainder billed at the end of service according to hours worked.
If your business management system does not offer this service (most do with a waiting list), this can be done at additonal costs.

I will not sugarcoat this! Initially, for setups, your homework would be to supply me with a TON of information so I can get started and set up for success! Only once I have received all the information, can I officially start. Don’t worry I will be here to guide you.

Based on your requirements I will build forms and design accordingly. You would have one round of revision for updates

Yes! Branding for your business is available and can be arranged at extra costs. 

Yes, at additional costs.

If you don’t see a specific service you need, reach out and let’s discuss your options.

Not sure which system is right for you?

Book a systems consult and receive research for up to 5 systems suited or not suited for your business.

Receive the credit of your systems consult toward your Done For You system setup service!

Yes!!! book my consult
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