We jump on a live video call where I share my screen and configure your CRM in real-time based on your business needs. You'll see everything as it's built/Planned, ask questions along the way, and learn how to use the system. By the end, you'll have a Custom Automation Roadmaps Built For Your Sales Process

This is 100% live and personalized. Every business is different, so I build your specific workflows, pipelines, and automations custom to how YOU operate—not a one-size-fits-all template..

We offer three flexible options depending on how hands-on you want to be with your setup. If you choose our Done-For-You service, we handle the full build for you, including configuration, customization, troubleshooting, and launching the automation. If you prefer to do the work yourself, our DIY E-Course gives you step-by-step training, videos, templates, and instructions so you can confidently complete the setup at your own pace. And for those who want a head start, our Snapshot + E-Course Combo provides the pre-built automation already loaded into your account plus the course that teaches you how to customize, manage, and expand it.

Regardless of the option you choose, you also get access to our community and our live weekly Q&A sessions every Wednesday, where you can get help, ask questions, and troubleshoot anything you’re working on.

Perfect—that's my specialty. Whether you're in real estate, insurance, coaching, e-commerce, or any other industry, I've worked with diverse businesses and can adapt the CRM to your exact process.

GoHighLevel

HubSpot

Salesforce

Zoho CRM

Pipedrive

Monday.com

ClickUp

Keap/Infusionsoft

ActiveCampaign

And many others

Absolutely! We can spend the first 10-15 minutes of our session discussing your needs, budget, and business size to select the perfect platform. Then we'll set it up together. Plus, I offer discounted rates on CRM subscriptions for some platforms! Let me help you save money while getting set up right.

Yes! If you're currently using a CRM that isn't working for you, I can help migrate your data and set up a new system that better fits your needs. I also offer discounted rates on new CRM subscriptions, so switching might be more affordable than you think.

Even better—we'll clean it up, reorganize your data, fix your pipelines, and add the automations you're missing. Think of it as a CRM makeover..

I can connect:

Email platforms (Gmail, Outlook, etc.)

Calendars (Google Calendar, Outlook Calendar)

Lead sources (Facebook, website forms, etc.)

Phone systems (RingCentral, Twilio, etc.)

Marketing tools (Mailchimp, social media platforms)

Payment processors (Stripe, PayPal)

Zapier/Make.com for custom integrations

And virtually most tool with an API or integration capability

Ask immediately! This is YOUR session. I explain everything in plain English and will re-explain anything until it clicks. There are no stupid questions.

Yes! You'll receive:

Screen recording of our session

Written documentation of your setup

Common automations include:

Automatic lead capture from multiple sources

Auto repy social media text

Welcome email sequences for new leads

Follow-up reminders based on lead activity

Task creation for time-sensitive actions

Lead scoring and prioritization

Appointment scheduling and confirmations

Pipeline stage automation

SMS and email drip campaigns

And custom automations based on your needs

The investment is $199.00, which includes the live 60 Minute Consultation, custom configuration, AI automation setup, integrations, documentation, and 30 days of support.

There are no hidden fees from me—you pay once for the setup, course, or snapshot. However, because these are automation and AI-driven systems, the CRM platform may charge usage-based fees for things like A2P registration, outbound SMS, and phone number usage. These are industry-standard telecom costs and are billed directly by the CRM or phone carrier, not by me. The platform itself may also have a monthly subscription. The good news is that I offer discounted CRM pricing, which often saves clients $50–$200+ per month. I’ll help you choose the most budget-friendly option while still ensuring you have everything you need for a powerful setup.

Yes. If within the first 15 minutes of our session you feel this isn't what you expected, we'll stop and you'll receive a full refund. No questions asked.

I totally get it—let me explain why this works better for everyone:

The 50% deposit at booking: Think of this like reserving a table at a restaurant. It holds your spot and shows you're serious. Once I receive your deposit, I start prepping for YOUR specific business—reviewing your intake form and planning the best setup strategy. This isn't a generic session; it's customized to you from the start.

The other 50% before we meet: You pay the remaining balance right before our session begins. Why? Because I want you to feel confident. By this point, you've received your prep materials, you know exactly what we're doing, and you're ready to go. It's your final "yes, I'm all in" moment.

Here's what this prevents:

No-shows and last-minute cancellations (which cost me time I could have given to another client)

Ghosting after the session when results are delivered

Uncommitted clients who aren't really ready to implement

Here's what this gives you:

Low barrier to entry—only half upfront

Time to review everything before fully committing

Peace of mind knowing you can evaluate before the second payment

My undivided attention because we're both invested in your success

Think of it this way: If you paid 100% upfront and I disappeared, you'd be worried. If you paid 0% upfront, I'd worry you're not serious. The 50/50 split is the sweet spot where we're both protected and committed.

Plus, remember my guarantee: If you're not happy within the first 15 minutes of our call, you get BOTH payments refunded in full. You literally have nothing to lose.

Make sense? If you have any concerns about this, just reach out—I'm happy to discuss!

Because I want you to feel secure! Paying everything upfront feels risky—what if I don't deliver? This way, you pay half, see my preparation, and then decide to proceed. It's a trust-building structure.