WEBSITE + CRM SYSTEM

This plan combines a professional web presence with the backend automation needed to scale lead generation and client management.

Phase I: Initial Setup & Brand Launch

One-time $500 Investment Included in the $59.99/mo Subscription

  • Custom Website Creation: Design and deployment of your primary digital storefront.
  • Basic SEO: Essential on-page optimization to ensure your site is discoverable on search engines.
  • Social & Local Presence: * Professional Facebook Business Page setup.
  • Google Business Profile optimization for local search visibility.
  • Physical-to-Digital Bridge: Custom QR Code creation for marketing materials.

Phase II: Lead Generation & Sales Pipeline

I

  • Custom Public Lead Capture Form: A branded intake form to turn site visitors into prospects.
  • Unlimited Clients & Leads: No "success tax"—grow your database without increasing your monthly cost.
  • Drag-and-Drop Sales Pipeline: Visually track deals from "New Lead" to "Closed-Won."

Phase III: Client Experience & Automation

I

  • Automated Onboarding Portal: A seamless, professional first impression for new clients.
  • Invoices & Proposals: Generate professional documents and get paid directly through the system.
  • Google Calendar Integration: Sync your schedule to automate booking and avoid double-counting.
  • Custom Public Lead Capture Form
  • Drag-and-Drop Sales Pipeline
  • Invoices & Proposals Generation
  • Google Calendar Integration
  • Custom Brand Colors & Logo
  • Team Management & Roles


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