Foundational Systems
Systems Audit | $350
✓ Review of your current tools and how they're actually being used (CRM, project management, email platform, etc.)
✓ Identify gaps, redundancies, and bottlenecks
✓ Flag opportunities for cost savings: overlapping tools, unused features, or subscriptions not earning their keep
✓ Prioritized recommendations: what to fix first and why
✓ Clear next-step roadmap
Systems Fix | Scoped after your audit
✓ Implementation of the fixes and improvements identified in your Systems Audit
✓ Covers one or several smaller fixes that don't require a full standalone project
✓ Price and timeline confirmed based on what the audit surfaces
✓ 50% of Systems Audit fee credited toward this package if booked within 30 days
CRM Build / Cleanup | $750
✓ Discovery call to understand how you actually work with clients
✓ Audit of where your client data currently lives
✓ All contacts consolidated into one place
✓ CRM of your choice set up and configured: HubSpot, Dubsado, Zoho CRM, Follow Up Boss & more
✓ Contacts imported, tagged, and organized
✓ Pipeline stages built around your actual sales process, with 1-2 automation rules configured
Project Management Setup & Optimization | $850
✓ Discovery call to understand your business
✓ Full custom setup in your tool of choice: ClickUp, Airtable, Monday, Asana & more
✓ Milestones, tasks, statuses, and views built around how you actually work
✓ Automations and integrations connected
✓ One training session
✓ One revision round
Shopify Store Cleanup | $650
✓ Product organization: tags, collections, variants
✓ SEO basics on products and key pages
✓ App audit: flag what's slowing you down
✓ Settings review: shipping, taxes, payments
✓ Analytics connection: Google and Meta pixel
✓ Basic automations: abandoned cart, welcome email
Solopreneur Package | $1,400
I'll build three systems that will make your business easier to run. Pick any 3:
✓ CRM setup
✓ Project management tool setup
✓ Google Drive / file organization
✓ Brand consistency audit & refresh
✓ Email platform setup
Not sure which 3 to pick? Reach out, I can help you decide.