Business Tools Support
Whether you’re just launching or have been in business for years, you know there are business tools that will make running your business so much easier. Schedulers, business email, customer relationship tools and project managers – and more. I’ll help you navigate and choose what works for your business, and I’ll help you set it all up – and even maintain it if you want!
Want the whole package for your business launch? Choose a Business Tools Bundle with website and business tools setup, or the full suite of business tools services.
Want individual services? Pick from the Core Services.
Want marketing too? Choose a marketing package and add your scheduler, CRM or EMR.
SystemsSolutions
Read about my core services them below, then scroll to see detailed package info.
Google Business Profile Setup
$200
Google Business Profile setup & optimization plan.
What's Included?
Creation of your Google Business Profile:
- Business demographics
- Contact details
- Services
- Hours
- Media assets
Plus, help verifying your business (or verification done for you if possible).
Also includes a written optimization plan (your strategy for increasing visibility, driving customer engagement, and improving your ranking in Google search results local search results).
Business Email Setup
Business email setup / integration assistance so you have a professional (and compliant) email presence.
What's Included?
- Creation of admin account
- Domain connection and verification
- Creation of user accounts as needed
- Gmail setup
- Set up of groups for admin email addresses (“hello@”, “info@”, etc.)
- Migration of old email if needed
Email Marketing Provider Setup
Setup of your chosen ESP (I recommend MailChimp or SiteGround).
What's Included?
- Business details
- Domain authorization
- SPF, DKIM, and DMARC records verification
- Email address verification
- Import of existing contact list (must be in CSV file format)
- Import of creative assets (logo & brand kit) if available
- Welcome email with lead magnet link
Scheduling Platform Setup
$400+
Complete setup of your chosen scheduler (Acuity/Squarespace, Calendly or similar) and support for 2 months after setup.
What's Included?
Complete setup of scheduler:
- Business setup (as needed after initial account creation)
- Adding services
- Creating schedules
- Automated email communications
- Form setup
- Integrations as needed (e.g. MailChimp or payment processors)
- Support for 2 months after setup (adding/revising appointments, schedules, forms, notifications)
Does not include initial creation of scheduler account/training with scheduler representatives.
Electronic Medical Records Setup
$600+
Complete setup your chosen EMR and support for 2 months after setup.
What's Included?
Complete setup of Jane or other EMR:
- Practice setup (as needed after initial account creation)
- Adding treatments/services
- Creating schedules
- Automated email communications
- Form setup
- Integrations as needed (e.g. MailChimp or Fullscript)
- Support for 2 months after setup (adding/revising appointments, schedules, forms, notifications)
Does not include initial creation of EMR account/training with EMR representatives. Does not include medical records import.
Customer Relationship Manager Setup
$600+
Complete setup your chosen CRM and support for 2 months after setup.
What's Included?
Complete setup of Dubsado or other CRM:
- Business setup (as needed after initial account creation)
- Adding treatments/services
- Creating schedules
- Automated email communications
- Form setup
- Integrations as needed (e.g. MailChimp or payment processors)
- Support for 2 months after setup (adding/revising appointments, schedules, forms, notifications)
Does not include initial creation of CRM account/training with CRM representatives.
Systems & ToolsRoadmap
Systems Assessment
Assess your current setup and needs, then make a plan.
Website
Get a beautiful, professional website that makes your sales for you.
Professional Email
An email address associated with your domain encourages trust and security.
Google Business Profile
Boost visibility, build trust, drive traffic, and get insights with a “digital storefront” powered by Google.
Scheduler and Customer Management
Streamline customer and appointment management so you can spend less time on admin and more time on client care.
Email Marketing Platform
Build and sustain customer relationships, educate and nurture leads, automate sequences, track engagement, and make sales.
Get Ready To Grow!
Do business better with systems that serve you – and let you serve your clients.
SystemsBundles
Save a bunch of time AND money with an all-in-one systems setup package to launch or streamline your business. Completely customizable, these bundles can include everything from a two or three services to a full launch package with a website and marketing.
Choose a curated bundle or contact me to create your own bundle by picking exactly the services you need for your business and budget. Even add on other marketing and design services for even greater savings!
Business Launch Bundle
A complete, client-ready business foundation – website and systems working together from day one.
Website + Systems + Scheduler
$3900 $3700
Website
Business Email Setup
Google Business Profile Setup
Email Marketing Provider Setup
Scheduler Setup
Website + Systems + Manager
$4100 $3900
Website
Business Email Setup
Google Business Profile Setup
Email Marketing Provider Setup
EMR or CRM Setup
Ultimate Systems Bundle
Behind-the-scenes systems that create a seamless client experience and protect your time.
Systems + Scheduler
$900 $800
Business Email Setup
Google Business Profile Setup
Email Marketing Provider Setup
Scheduler Setup
Systems + Manager
$1100 $1000
Business Email Setup
Google Business Profile Setup
Email Marketing Provider Setup
EMR or CRM Setup
Google Bundle
Business Email Setup
Google Business Profile Setup
Email Bundle
Business Email Setup
Email Marketing Platform Setup
Business Backend + Scheduler
$500 $450
Business Email Setup
Scheduler Setup
Business Backend + Manager
$700 $625
Business Email Setup
EMR or CRM Setup
SystemsCatalog
Marketing Magic In Your Inbox
+ Free Marketing Plan Assessment!
Want some help with the marketing monster?
When you join my email list, you’ll get news, promos, and marketing education to support you in your entrepreneurial journey.
- Crafting content that converts visitors to clients
- Leveraging Branding & Messaging
- Marketing with social media and email
- Even tech stuff like SEO and analytics