Frequently Asked Questions
What kind of businesses do you work with?
Service-based businesses across EdTech, Healthcare, Fintech, Beauty, and more — from solo founders to teams of 50. If you're losing leads to manual processes and disconnected tools, you're in the right place.
Do I need a CRM before working with you?
No. Many clients start with spreadsheets and email. We either set up a CRM from scratch or optimize what you already have. The diagnostic audit identifies exactly what your business needs.
How long does it take to see results?
Most clients see measurable improvements within 30 days of launching their first automation — faster follow-up, more qualified calls, or hours back in their week. The full 90-day roadmap shows compounding results.
Is there a minimum commitment?
The Clarity Audit is one-time ($375). Launch Your First Automation is monthly ($750). Ongoing Optimization recommends 3–6 months. Mentorship is a 3-month structured program.
How is Mentorship different from the setup service?
Setup is a focused, done-for-you build of one automation. Mentorship ($1,500/mo) is a 3-month collaborative program with weekly strategy calls, exclusive tools, CRM and workflow audits, and on-demand WhatsApp support — we build AND teach you.
What platforms and tools do you work with?
Major CRMs (HubSpot, Zoho), email platforms (ConvertKit, Mailchimp, ActiveCampaign), scheduling tools (Calendly, Acuity), payment processors, and more. Your roadmap builds on what you already have.
How do I know which service is right for me?
Take the free 5-minute diagnostic. 7 questions about your current systems, lead flow, and goals — you get a personalized stage diagnosis and service recommendation with zero obligation.
What's included in the Automation Clarity Audit?
A custom business systems audit using our diagnostic tools, identification of your top automation gaps and revenue leaks, a full custom 90-day automation roadmap, and a prioritized action plan — delivered as a comprehensive report packet for $375.