Domain & Website

◾Connect your custom domain (URL)

◾Set up a basic 5-page website using your branding, logo, and images
   - Includes: Home, About, Services, Contact, Testimonials (custom pages optional)

◾Basic SEO optimization on each page

◾Upload and format copy provided by you  (Copywriting packages available)

◾Assistance available for branding support: colors, fonts, and creation of a branding board (optional but is complimentary)

Calendar Integration

◾Fully connected and automated calendar setup

◾Connect up to 3 of your calendars

◾Setup Online Booking/Self-Booking

◾Booking/Reschedule/Cancel  links embedded into confirmation and follow-up emails

◾Dedicated calendar page created (integrating your existing calendar or the platform’s calendar tool)

Link to Page

◾“Link to” Page and URL setup

◾This is a one page webpage that is customized with your branding and contains links to all your important platforms or resources in one place. 

◾Helpful when you don’t want to type out a bunch of links and is like a digital business card. 

Forms + Workflows

◾Build, connect, and automate 3 custom forms of your choice
   - Examples: Opt-in form, client intake form, feedback survey

◾Set up and automate 3 workflows or sequences (up to 20 emails)
-   Examples: Welcome sequence, lead magnet delivery, client onboarding, seamless client onboarding
- Welcome and next steps sequences

◾Create and automate your invoice template, agreements, contracts

◾Copy is not included. If you’d like to discuss adding copywriting to the package, just let me know during your initial call. I do help with basic wording to help get you started. Example: Name, Phone, Address fields. I also show you how to edit and add the copy as needed.

Email & CRM Setup

◾Verify and connect your professional email domain (double check appropriate records are setup and help spam proof your email address)

◾Optimize for email deliverability and CRM tagging

◾Ensure new contacts are properly categorized and tagged upon opt-in

◾Assistance with importing and tagging existing contacts (from another CRM or spreadsheet)

Payments & Invoicing

◾Create custom invoice template(s)

◾Connect payment processor(s) such as Stripe or PayPal

◾Can set up as one time payment or regular subscriptions depending on your business needs

Admin Access & Training

◾Set up an admin user account

◾Set up additional users on your team (VA, Partner, etc.)

◾Provide training on basic system use and workflow navigation

◾Walk you through how to use the features of your customized platform and provide video clips for future reference. Training is for you and your VA or other team member.

To get started with your platform setup and automation, schedule a call here.

This package is for (Go) High Level users. If you are on a white label version of High Level you can also take advantage of this offer.  

If you are not a High Level user, click here to setup a free trial.