About Your Discovery Call
What Happens on the Call?
- We’ll quickly assess where your business stands.
- We’ll determine if our services align with your needs.
- If it’s a fit, we’ll guide you on the next steps.
This isn’t a free coaching session—it’s an opportunity to see if we should work together. If you’re ready to discuss possible solutions.
Step 1: General Diagnostic Questions
- Do you currently have any systems or workflows set up to manage your clients?
- On a scale of 1–5, how confident are you that those systems are working smoothly?
- Have you noticed any gaps or breakdowns in your process lately (missed emails, delayed responses, duplicate work, etc.)?
- Do you feel clear on what happens when a new client reaches out — or does it vary each time?
- What’s taking the most time in your client process right now — admin work, communication, or fulfillment?
- Do you have a consistent way to welcome, update, and offboard clients?
7. When was the last time your systems or workflows were reviewed or updated?
Pricing and services are subject to change at any time without notice.
Systems Check + Fix
“For when you’ve got systems… but something slipped through the cracks.”
Overview:
This 90-minute on-demand session is for the business owner who already has systems in place but needs help identifying what went wrong and how to fix it. We pinpoint the gaps, patch the leaks, and get your workflows flowing again — without rebuilding from scratch.
What You’ll Get:
- Live system review and screen-share walkthrough
- Quick fixes for workflow errors or missing automation
- Post-session action plan for next steps
- 7-day support via email for lingering questions
Turnaround Time:
- Single-session delivery (within 2 weeks of booking)
Investment Range:
- $297–$497
Client Experience Design
“Let’s build how your clients see, feel, and flow through your business.”
Overview:
This service helps you map, organize, and automate your client journey — from inquiry to offboarding. Perfect if you’re tired of missing steps or juggling manual processes. Together, we’ll design your onboarding, fulfillment, and offboarding workflows so every client feels taken care of.
What You’ll Get:
- Client Journey Map (visual and written version)
- Custom Onboarding, Fulfillment, and Offboarding process
- Branded email templates for client communication
- Workflow setup in your CRM (17hats, Dubsado, or HoneyBook optional)
- 30-minute walkthrough + SOP-style guide for your team
Turnaround Time:
- 2–3 weeks
Investment Range:
- $1,200–$2,000
CRM Setup (17hats)
“Because your business should run even when you rest.”
Overview:
We’ll set up your entire CRM system so you can handle leads, contracts, payments, and workflows in one place. You’ll leave with a fully automated client management process — no tech stress included.
What You’ll Get:
- 17hats setup (lead form, proposal, contract, invoice, workflows)
- Custom branding inside your account
- 1:1 walkthrough + screen recording of your setup
- Pre-loaded email templates and workflow triggers
- Post-setup support (7 days)
Turnaround Time:
- 2–4 weeks depending on complexity
Investment Range:
- $1,500–$2,500
Speaking, Training & Workshops
“Where strategy meets structure.”
Overview:
Bring The Systems Suite experience to your stage, team, or organization. Each talk, workshop, or training is designed to help entrepreneurs and leaders stop operating from chaos and start flowing through systems that actually work.
Topics Include:
- Building a Signature Client Journey
- Systems That Sell: Automating Your Client Flow
- Marketing Without the Overwhelm
- Build to FLOW™: A Framework for Business Structure and Sustainability
What You’ll Get:
- Customized presentation for your audience
- Optional workbooks or digital resources
- Engaging Q&A or hands-on breakout sessions
- Follow-up resource email
Turnaround Time:
- Bookings accepted 30–60 days in advance
Investment Range:
- $1,000–$3,500+ depending on session type
CRM & Systems Services
For 17hats
✔️ New CRM Setup & Automation – We’ll fully set up your CRM, including workflows, lead forms, contracts, invoices, and automations from scratch. (Starting at $729)
✔️ CRM Updates (for existing clients only) – Need tweaks to your workflows, forms, or templates? We provide ongoing system updates for clients whose accounts we originally set up.
✔️ CRM Reset & Rebuild – If you’re switching CRMs, we will erase all existing workflows, forms, questionnaires, and automations to start fresh. This service requires an additional fee.
Please Note:
We do not modify or build on top of someone else’s work. If you already have a CRM setup, you must agree to a full reset for us to proceed.
General FAQs
1. Do I need to book a consultation before purchasing a service?
Yes, all services start with a 1:1 Discovery Call, which helps us assess your needs and create the best strategy for your business.
2. Do you work with product-based businesses?
We specialize in service-based businesses, including coaches, consultants, and small business owners. If you sell products but also offer services (e.g., coaching, consulting), we may still be a good fit.
CRM & Systems Services FAQs
9. Do you offer CRM setup for existing 17hats users?
We only set up new 17hats accounts or offer full resets for existing users. If you already have workflows, forms, or automations in place, we will need to erase all existing data to ensure a clean setup. This is an additional fee.
10. Can you make small updates to my CRM if I already have a setup?
Yes, but only for clients whose CRM we originally set up. We offer CRM Updates as an à la carte service for workflow optimizations, email templates, and minor system tweaks.
11. What does your CRM setup include?
Our New CRM Setup & Automation service includes:
- Workflow automation (e.g., lead nurturing, invoicing, contracts)
- Lead management organization
- Online booking page setup
- Automated email templates
- System training + 30 days of post-project email support
12. Do you work with CRM platforms other than 17hats?
Yes, we primarily work with 17hats, but we can discuss alternative platforms (Honeybook or Dubsado) if needed.
Billing & Policies FAQs
13. What are your payment terms?
- Half of the full payment (50%) for all à la carte services before we begin. Non-refundable.
- For full-service social media management, we require a 50% deposit upfront, with the balance due monthly.
14. Do you offer refunds?
Due to the nature of our work, all sales are final. If you have concerns about your service, please reach out so we can address them.
15. How long does it take to complete a CRM setup?
Most CRM setups take 2-4 weeks depending on the complexity. You will receive an estimated timeline during your discovery call.