Clear your CRM. Keep it that way.

Whether you’re onboarding new clients or following up with leads, your CRM should help, not hold you back. I offer hands-on support to clean up the backend and keep it running smoothly.

CRM Cleanup (One-Time Service)

For when your backend needs a full refresh. This is a one-time deep dive into your CRM setup. We clean up the mess, repair what’s broken, and set you up with workflows that match how your business runs today.

Perfect for you if:

You’ve had the same automations since 2021

You’ve been manually patching together your onboarding

You’re not even sure what’s still working in your CRM

What’s included:

CRM audit and review

Clean-up of workflows, forms, emails, schedulers

Workflow fixes and automations tested and repaired

Investment: Starting at $950 (varies based on size/complexity)
Timeline: 1–2 weeks

CRM Management (Monthly Retainer)

For when you want your backend to just handle itself. Ongoing monthly support that keeps your CRM functional, up-to-date, and follow-through friendly. I quietly manage your workflows, forms, and lead follow-up in the background while you focus on your clients.

Perfect for you if:

You don’t want to be the one updating workflows

You keep forgetting to follow up with warm leads

You’re scaling and want your client journey to grow with you

What’s included:

Monthly CRM check-ins and updates

Workflow monitoring and fixes

Lead tagging and client tracking

Update forms, canned emails, schedulers

Quarterly mini audit to keep everything tight

Investment: Starting at $650/month
3-month minimum commitment

What Tools Do I Work In? Mostly Dubsado and Go High Level, two of the most creative-friendly CRMs around.