Business Systems Setup

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Let Us Take The Manual,
Hardwork Off Your Plate!

In need of an enhanced way to handle the burden of your day-to-day processes and operations? Let us eliminate the frustration and overwhelm of your tasks by automating your business and setting up a whole new way to get things done. You'll end up feeling refreshed with the newfound time and freedom you have so you can focus on doing what you actually enjoy.

Here's Our Process

Step 1: Systems Planning Session & Audit

 

We'll begin your project by meeting to identify your biggest time wasters, audit your current processes, and create your customized business systems plan. By the end of your session, you'll have a strategic plan to simplify and automate your tasks and operations.

 

Step 2: We Set Up Your Systems For You

 

After our session together, we will follow the systems blueprint we created and adjust where needed. During this step, you can sit back and relax while we do the hard work for you.

Step 3: Follow-Up Session

We won't leave you hanging once your systems are set up. In addition to sending you tutorials of how to update and maintain your business systems, we'll meet for 30-minutes, so you can ask any last questions and let us know how your systems are working.

Choose Your Client Path:

Click an option to learn more.

Systems In A Day

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Systems in A Day provides you with the fundamental systems you need for your brand. Think of it like a "quick start or systems refresh" for your signature offer.

Here's What You'll Receive:

  • 1 - Hour Consultation

  • 1 multi-step automated workflow 

  • 1 Appointment type for automated client scheduling (i.e - Discovery Call) 

  • Upload up to 5 Email Templates 

  • Upload/Create 1 Client Proposal Template 

  • Upload/Create 1 Questionnaire 

  • Upload 1 Contract

  • Upload/Create 1 Lead Capture Form or Opt-In * Embed

  • Upload 3 Package Templates 

  • Create applicable custom smart fields - Customize Pipeline 

  • All designed to reflect your brand settings (colors, logo, imagery, fonts) 

  • Customized training video specific to your system setup 

  • 30 - Minute Check - In

  • 5 days of email support following delivery if needed

*Does not include copywriting. Our Mogul Mastery Accelerator and Mogul Makeover includes copywriting or you can add it on to your service.

Save My Sanity

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With the Save My Sanity option, we take a deep dive into your business processes and within 14 days, you’ll have a fully customized and automated systems set up.

Here's What You'll Receive:

  • 1.5 - Hour Consultation

  • Customized Standard Operation Procedures

  • Up to 3 multi-step automated workflows 

  • Up to 3 Appointment types for automated client scheduling (i.e - Discovery Call) 

  • Upload up to 10 Email Templates

  • Upload/Create up to 3 Client Proposal Templates 

  • Upload/Create up to 3 Questionnaires 

  • Upload to 3 Contracts 

  • Upload/Create 1 Lead Capture Forms or Opt-In & Embed 

  • Upload up to 3 Package Templates with payment settings

  • Create applicable custom smart fields - Customize Pipeline 

  • All designed to reflect your brand settings (colors, logo, imagery, fonts) 

  • Customized training video specific to your system setup 

  • 30 - Minute Check - In

  • 5 days of email support following delivery if needed

*Does not include copywriting. Our Mogul Mastery Accelerator and Mogul Makeover includes copywriting or you can add it on to your service.

 

FAQ's

Q: When will I receive my new systems set up?

A: For the Systems In A Day option, we'll immediately get to work the next day after our session and have it completed the same day. For the Save My Sanity option, please allow up to 14 days for completion.

 

Q: I don’t have time. Can you write my copy for me?

A: Our Mogul Mastery or Mogul Makeover service is the best option for receiving email setup and other added benefits.

 

 

Q: Will I receive a consultation?

A: Yes, each option comes with a consultation to ensure we understand your challenges and come up with the best possible solution to solve them.