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SYSTEMS SOS

I see you waving the white flag and I’m here to help!

 

After this 2-week intensive you’ll have a fully set up CRM and a client experience process that is easy, organized and scalable. 

 

How much time have you already spent trying to figure out your CRM alone? Probably too much… 

 

Book your intensive today and let’s get you set up in 2 weeks! 

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Let’s dream together for a second… 

  • Imagine getting a client inquiry and not having to lift a finger to get them more information about your service or book a discovery call with you

  • Imagine what you can do with the hours of time you’ll save by not having to write the same emails over and over again to your clients 

  • Imagine making it super easy for your clients to book and pay you with just a single click and you not having to keep track of recurring payments, they just happen automatically 

  • Imagine the relief you’ll feel knowing you don’t have to worry about any of your clients falling through the cracks, they’ll always be followed up with and feel supported (without you having to even think about it)

All of these dreams CAN come true by having me in your corner setting up your CRM account for your signature offer.

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SYSTEMS SOS IS RIGHT FOR YOU IF:

  • You excitedly purchased a CRM but after you went in to set it up you got overwhelmed and need a pro to step in and help 

  • You have a clear idea of what you want your client experience to be but not sure how to put all the pieces together to make it happen 

  • You're ready to stop letting the fear of not being able to set up your CRM keep you from growing your business

STOP DIYing EVERYTHING 

You started your business to build a work-life balance but all of a sudden it’s feeling like it’s all work and no life.

An all-in-one Customer Relationship Manager can help you organize your leads and convert them faster by automating your inquiry process, onboarding and offboarding. 

 

That means you’ll be able to step back from your business while continuing to bring in leads and making your current clients feel extra supported.

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"Daniela is a CRMrockstar! 👏 Not only does she understand and execute the technical pieces of my CRM and integrate all the moving pieces to make a seamless experience for our clients, her creativity and problem-solving skills are off the charts. Things I would have never thought of, she not only imagines but also implements in a seriously impressive manner. I highly recommend anyone work with Dani who is looking to finally use the MOST of their CRM and get it done RIGHT so you can focus on simply showing up and doing what you do best."

Sarah Williams 

Founder & CEO of Rebel Office 

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SYSTEMS SOS INCLUDES:

  • A 90-minute Workflow Strategy Session for us to map out your workflows and create the client experience you want 

  • Account + Brand Setting Set Up 

  • Complete set-up for your signature service: 

    • Package set up

    • Scheduler set up

    • Forms set up

    • Canned emails drafted

    • Proposal, brochures, questionnaires created

    • Automations

  • Import of current clients into your CRM

  • SOPs and video tutorial library

  • An action plan to follow after your Intensive Day

  • 2 weeks of email support (Monday-Friday)

$2,444

(CRM subscription not included)

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"Dani is a genius at using CRMs to help you streamline and automate your repeated customer processes and save you heaps of time!  She custom designs every touchpoint to feel authentic to your brand and to make your customers or clients feel SO well taken care of, even though the entire process is run by the CRM. Dani will help dig into your processes to find lots of opportunities for creating an even better experience for your customers while making your job more efficient.  I can't recommend Dani highly enough for helping you leverage the power of your CRM in your business!"

Julie Hartigan

Founder & CEO of Julie Hartigan Adventures 

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THE PROCESS

STEP ONE

Apply for Your Intensive

There is a limited number of spots for Systems SOS per month. Use the application on this page to apply for yours and secure your spot! 

YOU DON'T HAVE TO DO EVERYTHING IN YOUR BUSINESS ALONE

Let us help the back end of your business feel easy, organized and easy to manage.

 

We’ll set you up for success, and let your CRM do the rest. 

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Let's Streamline The Heck
Out of Your Business!

Please fill out the form below to apply for Systems SOS. Once your application is reviewed, you'll receive an email from us with the next steps.

Get in Touch

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Address. 500 Terry Francois Street

San Francisco, CA 94158

Email. info@mysite.com

Phone. 123-456-7890

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