Business Systems & Setup

Better Systems.
Smoother Operations.

Disorganized information, repetitive tasks and disconnected tools can make everyday business operations harder than they need to be.

We help you bring structure to your workflows, organize your information and create systems that support the way your business actually operates.

Business Systems & Setup

A business runs better when its information, tools and processes are organized.

We help businesses create practical systems for managing client information, handling inquiries, organizing files and reducing repetitive administrative work.

Who this service is for

Real estate agents and teams, service-based professionals, consultants and coaches, and growing teams that need CRM, workflow and systems support.

Also business owners who feel overwhelmed by administrative tasks.

What we offer

What We Can Help With.

CRM Setup & Management

Organize contact information, configure pipelines, build useful lists and improve how your business manages relationships.

Workflow Organization

Create repeatable processes for inquiries, onboarding, follow-up and administrative tasks.

Forms & Client Onboarding

Develop digital intake forms and organized client onboarding processes.

File & Workspace Organization

Create practical folder structures and improve the way your team stores and accesses information.

AI & Automation

Identify repetitive tasks and implement suitable automations or AI-assisted workflows.

SOPs & Documentation

Document essential business processes so responsibilities and procedures are easier to follow.

Packages

Systems Packages.

CRM Refresh

$300

Includes cleanup of up to 500 records, duplicate review, basic field organization, tagging, lists and a handover summary.

Get started

Get Organized

$400

Includes a focused systems assessment, shared drive organization, one basic CRM or workflow configuration, one intake form and one documented process.

Get started

Growth Systems

From $750

Includes a workflow assessment, up to two basic automations, system configuration, testing, SOP documentation and handover.

Get started

Custom Systems Project

Custom Quote

For larger migrations, complex integrations, extensive CRM restructuring and advanced operational workflows.

Request a quote

Individual services

Individual Services.

CRM setupFrom $250
Follow Up Boss setupFrom $350
CRM cleanupFrom $150
Lead management workflowFrom $200
Basic workflow automationFrom $150
AI workflow setupFrom $250
Jotform design and setupFrom $75
Client onboarding systemFrom $200
Google Drive organizationFrom $100
SOP creationFrom $50/document
Systems audit$125
Software training$40/hour

How we work

A Straightforward Process, Built Around Your Business.

1

Discover

We learn about your business, challenges, goals and the support you need.

2

Plan

We recommend a practical solution with a clearly defined scope and timeline.

3

Build & Implement

We design, organize, configure or manage the agreed services.

4

Refine

We review the work with you, make agreed adjustments and ensure everything is ready.

5

Support

When needed, we provide ongoing assistance to help your business keep moving.

Relevant FAQs

Questions About Systems & CRM

Can you help organize our CRM?

Yes. We provide CRM setup, cleanup, database organization, workflow configuration and ongoing CRM maintenance.

Do you provide AI and automation services?

Yes. We help identify suitable opportunities to simplify repetitive business tasks using AI tools, software integrations and workflow automation.

Are software subscriptions included?

No. Unless specifically stated in your proposal, third-party subscriptions, domain fees and paid integrations are billed separately.

Let's Get Your Business Better Organized.

Book a systems consultation