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CRM & Funnel Setup


This is the dream business tech package!

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CRM & Funnel Setup


This is the dream business tech package!

This is the dream package! If you’re ready to grow your business or take it to the next level... I'll help you do it all!

Maybe you’re just starting out.

You’re realizing that in order to reach your goals, you need some help. Tech isn’t your strong suit. You’re ready to put your business in the capable hands of someone who you can totally trust.

Or maybe you’re already earning six figures.

I understand that your business is your baby. You’ve worked so hard to nurture and grow it. And you care so much about it and the thought of outsourcing makes you totally nervous. But you also realize you can no longer sustain the amount of hours you’re working. It’s time to outsource so you can continue to grow your empire but focus on your clients and stay fully present in your own zone of genius while leaving the tech stuff to me.

Either way, you’ve got better things to do than set up/update your website or to create/refine your emails and funnels for hours on end.

Leave it to me to make your technology work smarter for you.

We’ll begin with a 60-minute strategy session to discuss all of your needs! During this call, I'll help you identify all the systems and tools you need to take your business to the next level. We’ll create a project plan and a timeline that meets your business needs.


The CRM + FUNNEL DREAM Package is a Done-For-You Package that Includes:

 

  • Copywriting! A 4-hour strategy session with our copywriter! (This could include writing your funnel for you or editing an existing funnel or revising copy in your opt-in or landing pages, etc!)
  • A professionally designed Opt-in PDF for you to gift your ideal client (You’ll create the message and I’ll turn it into an amazing PDF. Not creative? Don’t worry - you can use my templates!)
  • The perfect landing page (to grow your list) and thank you page (to track your conversions) for your brand new opt-in offer (You’ll receive my fail-proof templates and guides for writing compelling Landing Page copy to assist in the creative process, and I’ll take care of all of the design and tech!)
  • We’ll connect your landing page to your CRM and Sales Funnel.
  • CRM Setup and Migration (If you’re just starting out, we’ll select the right tool to meet your current and growing business needs OR if you’re further along, we’ll import your current subscribers from your prior CRM {up to 10 lists or tags}).
  • List and Tag Setup (to make sure you’re collecting the data you need).
  • CRM Integration with Website & Landing Pages (I’ll hook up all the tech behind the scenes so it’s totally automated!)
  • One Sales Funnel Sequence Setup (You’ll use my fail-proof templates and guides for writing compelling content for your funnel and I’ll upload all of the emails and create a custom-branded email automation sequence).
  • Custom-Branded Email Campaign Template (I’ll set up your first newsletter campaign so you can have a beautifully branded template to use over and over again!)
  • Facebook Ad Setup (You'll receive training and support on setting up your first Facebook Ads via our self study course, plus a 30-minute call with our Ads Specialist to support you with targeting and answer any of your detailed questions)
  • Detailed Tech Training Videos (You’ll receive access to my Tech Tutorials Library so you (or your VA) can continue to update and make changes after we’re finished!)
  • Plus Three AMAZING Bonuses (see below)!!!

Dream Package Investment: $2,500 paid in full*

*payment plans are available


"I often spend a great portion of my day talking to my computer trying to cajole it in to doing what I want. This can sometimes end in shouting and tears. By me, not the computer. Rachel takes this pain away. She speaks laptop speak and made all things harmonious in my tech world. Working with Rachel was a relief, not only did she get systems in place for me with uber speed, she explained different ways of working in terms I understood. No robot speak, no more googling answers or searching help menus. Rachel was all about creating systems for me and my business that would be robust with growth. She understood my needs as an entrepreneur, unique in the tech space. One hour with Rachel saved me days on my own, giving me more time to make money in my business. Rachel has a great spirit and HUGE passion which oozes in her sessions. I almost want to create a tech issue so I can spend more time with her! Grab her packages with both hands before she sells out."

- Penny Comins, Entrepreneur Coach


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Bonuses


designed with you in mind!

Bonuses


designed with you in mind!

Facebook Ads Training

  • Everything you need to know to set up and test your first Facebook Ad - you'll receive access to my Facebook Ads Self-Study Course!
  • How to take your current ads from blah to brilliant. Troubleshooting tips and strategies to lower your cost per conversion.
  • Training tools to help even the newest entrepreneur design brilliant, eye-catching images.

Tech Tutorial Library

You'll receive access to my incredible vault of training tutorials, including:

  • MailChimp
  • Active Campaign
  • Acuity Scheduling
  • WordPress
  • Squarespace
  • LeadPages
  • And more…

Guided Workbooks

You’ll receive guided workbooks, including:

  • How to write an ESO that converts
  • Writing a compelling landing page
  • The importance of "thank you"
  • Crafting compelling sales pages
  • Your 5-step sales funnel
  • And more…

Dream Package Investment: $2,500 paid in full*

*payment plans are available


Before I met Rachel, I'd try and figure out tech stuff myself and it was such an uncomfortable feeling. In fact, I'd hate every moment of it. I knew it was not my area of expertise, but I had no idea that there could actually be someone out there that would enjoy doing this stuff and have such an incredible personality too. Then I found Rachel! OMG, what an incredible woman! I wish I had found her sooner. I came to Rachel with a very basic knowledge of Facebook Ads, Funnels and CRM and she listened to my frustrations and then walked me through the whole process. It was like magic! Rachel knows her stuff and explains in the most plain talking and fun way possible. She loves tech, and after speaking with Rachel, I was even more excited about tech too. There's no need to suffer in silence and try and figure it out alone. Rachel is your go to for tech stuff! It's her zone of genius and she loves it! I cannot recommend Rachel enough!

- Tilean Clarke, SOUL Success Coach


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Need More?


I've got you covered!

Need More?


I've got you covered!

NEED MORE?


Add on: "so much more than basic" Website package

Your Custom Squarespace Website Package includes:

  • High quality website with responsive design {mobile friendly}
  • Up to 8 full pages {typically includes home, about, contact, general services, program #1, policies, testimonials, and questionnaire}
  • Branding board with your custom color pallette and fonts
  • Full template customization, including colors and fonts that match your brand
  • Integration with your CRM
  • Hosting/domain setup* {linking your domain name to your new site}
  • You’ll receive my fail-proof templates and guides for writing compelling copy for your site.
  • A one-hour working revision call to make live changes
  • A technical tutorial video to train you on how to manage your site {the perfect training tool for your VA}

*Client is responsible for all hosting costs unless otherwise discussed.


Dream Package + Website Investment: $4,500 paid in full*

*payment plans are available


What’s Next?

  1. Complete the contact form below, and I'll be in touch to arrange a complimentary consultation (30 minutes).
  2. We'll meet to discuss your needs, get clear on your vision, and make sure we're are a good fit to work together.
  3. You’ll purchase your business changing tech package, and I’ll send your personalized Welcome Pack and Contract.
  4. We'll schedule our 60-minute strategy session. During this call, I'll help you identify all the systems and tools you need to take your business to the next level. We’ll create a project plan and a timeline that meets your business needs.
  5. You’ll receive weekly status reports about progress. {We’ll communicate mostly via email and the occasional phone strategy session.}
  6. Once your package is complete, you’ll receive access to the entire tech training library so that you {or your VA} can make any updates and changes.

Dream Package Investment: $2,500 paid in full*

*payment plans are available

Dream Package + Website Investment: $4,500 paid in full*

*payment plans are available


Don’t need everything mentioned above?

I have a few other options for you:

Need only a website?

Learn all about our custom website packages here.

Need something else?

You can schedule tech hours, too! Click here to learn more.

Additional details

Payment plans are available. You will receive an invoice when payment is due. You will have a 3-day grace period to fulfill payment. Payments not received timely will incur a $25 late fee. No services will be rendered until payment and late fees are paid in full. Deposits and any costs associated with the project are nonrefundable.

My logo will be placed at the bottom of your site and must remain on your site for as long as you continue to use the designs from my company.

The CRM + Funnel package is for the full setup and integration of one funnel only (up to seven emails) with 4 hours of copywriting services. In the event that you need additional copywriting hours, additional emails, or additional funnels our team would be thrilled to send you a custom quote for these upgrades.

Client is responsible for all hosting costs unless otherwise discussed.


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"Working with Rachel has been a dream, she spent time really understanding my needs and setting milestones. Rachel really knows her stuff and makes "tech" seem less scary and more accessible. I now understand Facebook advertising and have got adverts that convert into paying clients. Rachel is positive, energetic and brilliant to work with. She has really helped me move to the next level of my business and I would recommend her to anyone wanting tech support and to upscale what they are doing. Thank you Rachel, I have now started 2017 on a high and it is all down to you."

Ruth Kudzi, Personal Development Coach