Services for Online Professionals
Choose the kind of support that matches
where your business is right now and where you’re headed next.
Systems Audit
Investment: $997 (one-time)
Before you fix anything, you need to know what's actually broken. This is a full look under the hood of your business your systems, your processes, and the tools you're using so you stop guessing and start knowing.
What's Included
+ Full review of your current CRM setup and usage
+ Process and workflow assessment
+ Tool stack evaluation (what's working, what's not, what's redundant)
+ Documented audit report with findings
+ Prioritized action plan
How it Works
You fill out an intake form, we hop on a kickoff call, and then I go in. I spend time inside your systems, map out what I find, and come back to you with a full breakdown and a clear plan of what needs to happen next.
Who it's for
You've been in business for a while, things are moving, but something feels off. You're adding tools, hiring people, and nothing quite connects. You need someone to come in, look at the whole picture, and tell you the truth.
Your Collaborative Committment
You've been in business for a while, things are moving, but something feels off. You're adding tools, hiring people, and nothing quite connects. You need someone to come in, look at the whole picture, and tell you the truth.
You'll Walk Away With
+ A custom audit report across all four pillars of your business: Systems, Finance, Positioning, and Experience
+ An AI Opportunity Map — every gap we find gets matched to a specific AI solution, prioritized by impact
+ Clear, prioritized recommendations: what to fix first, what can wait, and why
+ Optional implementation support if you want help executing what the audit reveals
Custom HighLevel Build
Investment: starting at $3000.00
This is a full buildout, done right, so your CRM actually works the way your business works.
What's Included
+ CRM platform setup or rebuild (HubSpot, HighLevel, or Attio)
+ Pipeline and stage configuration
+ Custom fields, tags, and contact organization
+ Workflow and automation setup
+ Integration with your existing tools
+ SOPs and documentation so nothing lives in someone's head
+ Handoff call and walkthrough
How it Works
We start with a strategy session to map out how your business actually moves. Then I build. You're not handed a generic setup — everything is built around your specific process, your team, and how you sell.
Who it's for
You're either starting fresh and want it done right the first time, or you've had a CRM sitting there half-built and half-used and you're done pretending it's working.
Your Collaborative Committment
Come to the strategy session ready to talk about your actual sales and client process. The more real you are with me, the better the build.
You'll Walk Away With
+ A fully configured HighLevel CRM built around how your business actually operates — not a default template someone else touched
+ Custom pipelines, contact properties, and stages mapped to your real sales and client journey
Automations set up so leads, follow-ups, and handoffs happen without you manually touching them
+ A system documentation guide so you (or anyone you hire) knows exactly how it's built and why
+ A short loom walkthrough of your setup so you're not guessing what anything does on day one
+ 30 days of post-setup support for questions, tweaks, and anything that needs adjusting once you're live in it
SERVICES
SYSTEMS AUDIT
CUSTOM HIGHLEVEL SETUP
Helping online professionals build the backend systems that reflect the quality of the work they actually do.
On this side of the internet we fully celebrate all colors, genders, and lifestyles and fully back minority and LGBTQ led businesses.
And honey, if you can’t roll with that consider this one less tab in your browser to keep open.