


Perfect for coaches, agencies, or service providers who already have an account but want it set up right the first time.
Full GHL account setup & optimization
Custom branding (logo, colors, domain, integrations)
Calendar + lead capture setup
Foundational automations (onboarding, follow-ups, reminders)
Organized contact & tagging system
Basic email & text templates
Quick Loom walkthrough so you know
Exactly how everything works
Goal: A fully functional, branded GHL system tailored to your business—ready to scale without the tech overwhelm.
So you never have to touch the backend again

Perfect for business owners who want their GHL running smoothly without ever touching the backend.
Includes (each month):
Up to 5 new automations/workflows (onboarding, nurture, reminders, etc.)
Funnel & automation tweaks + optimization
Product & offer setup (Stripe/PayPal integrations)
Contract & proposal workflows for seamless onboarding
Monthly strategy + support call (30 minutes)
Ongoing troubleshooting & updates
Goal: Keep your systems running like a well-oiled machine while you focus on growth.
Perfect for entrepreneurs who want everything built fast — a full setup or major overhaul in one focused sprint.
Includes:
Half- or full-day dedicated exclusively to your account
Custom automations, workflows, and integrations built in real time
CRM cleanup + optimization
Live collaboration via Zoom
14-day post-support for small tweaks
Goal: Walk away with systems built, tested, and ready to use — in one day.
Once your GHL and backend are running smoothly, you can transition into an OBM partnership — where I help manage your systems, projects, and team so you can stay focused on your visionary role.
Includes:
Team & task management
System optimization across all platforms
Reporting, metrics & accountability
CEO-level support & strategy
Goal: You stay in your genius — I handle the moving parts.
What is included:
Full audit of your GHL account
Review of funnels, automations, pipelines, calendars
Clear list of what’s working, what’s broken, what’s missing
Personalized Loom walkthrough
Strategic next-step recommendation
Credit towards the next step if you choose to move forward
No hourly caps. You get deliverables and results, not time limits.
Scalable partnership. Start with systems, grow into full-service support.
Hands-on collaboration. You’ll always know what’s happening — without touching the tech.