CRM Cleanup & Setup
Clean up the chaos, organize your contacts, pipelines, tags, stages, and make the system easier to actually use.
One focused day dedicated to the system, workflow, automation, tech setup, or backend project that's been living on your to-do list for far too long.
You bring the project. I'll bring the systems brain.
Apply for a VIP Day →The automation you keep saying you'll build next week. The CRM that technically works, but makes everyone sigh. The client onboarding process held together by manual emails and a very impressive memory.
Or maybe it's the website update, project management setup, SOP system, or tech cleanup you simply haven't had the time to finish.
You don't necessarily need months of support.
You need someone who can come in, focus on the right thing, and get it moving.
Your VIP Day is focused implementation time reserved for one clearly defined priority in your business.
Before we begin, we'll agree on the scope and priorities so we're not spending the day deciding what to do. Then I get to work building, fixing, connecting, organizing, or simplifying.
We're choosing the work that creates the most meaningful improvement and doing it well.
Your exact project will be scoped before your VIP Day, but these are the kinds of things that fit beautifully.
Clean up the chaos, organize your contacts, pipelines, tags, stages, and make the system easier to actually use.
Build or improve the workflows quietly handling repetitive tasks, follow-ups, notifications, and handoffs.
Create a smoother journey from inquiry and booking through onboarding, delivery, follow-up, and offboarding.
Set up a clearer home for projects, responsibilities, recurring work, deadlines, and all the things currently living in someone's head.
Turn scattered knowledge into repeatable processes that someone other than you can actually follow.
Tackle focused website improvements, integrations, forms, funnels, tech connections, or other backend pieces that need attention.
Have something else in mind? Tell me about it. If it's not a good VIP Day project, I'll tell you that too.
Wild concept, I know.
We'll define exactly what your day needs before the work begins so you know what we're working toward.
We'll clarify the project, priorities, access, and information I need before your VIP Day begins.
Dedicated implementation time spent working through the agreed scope in priority order.
We'll make sure the pieces we've built or changed actually work together before calling it done.
You'll know what was completed, anything that still needs attention, and how to move forward from here.
A VIP Day might move quickly, but that doesn't mean we're throwing technology at a broken process.
We get clear on what actually needs to happen and what matters most.
We simplify the process before adding technology or automation.
Then we build, connect, automate, organize, and make the thing actually work.
We test, clean up, and make sure you know what happens after I leave.
If the whole backend feels messy and you're not sure what needs fixing first, let's not spend a VIP Day guessing.
Start with the Backend Checkup. We'll figure out where the friction is and what kind of support actually makes sense.
Start With the Backend Checkup →Complete the inquiry form and tell me about the project that's been taking up space in your brain.
I'll make sure your project is a good fit for a VIP Day and we'll agree on the priorities and expected outcome.
You'll send over the access, assets, answers, and anything else I need before your scheduled day.
Your project gets my focused attention while you go do literally anything more enjoyable.
You'll receive the completed work, handoff information, and any recommended next steps.
Every project is scoped before booking because no two backends come with quite the same collection of quirks.
Your final scope and investment will be confirmed before you reserve your date.
That's okay too.
If we're looking at multiple interconnected workflows, several systems, larger operational problems, or a backend that's ready for a genuine transformation, a Systems Reset will probably serve you better.
Explore Systems Reset →Possibly, if they're small and connected. But the goal isn't to race through the longest possible task list. We'll agree on a primary outcome and work through the priorities in order.
I work across CRM, automation, project management, website, funnel, email marketing, and general business systems. Tell me what you're using in your inquiry and I'll confirm whether it's a good fit.
You don't need to sit beside your inbox watching me work, but you should be reasonably reachable if I need a quick answer, approval, code, or missing piece of information.
Your scope will be prioritized before we begin. Technology occasionally has opinions of its own, so I don't promise an unrealistic number of tasks. You'll know what was completed and what, if anything, still needs attention.
Probably not yet. If you know the business feels messy but don't know why, the Backend Checkup is designed for exactly that stage.
Tell me what's been waiting for your attention. We'll figure out whether a VIP Day is the right way to finally get it handled.
Apply for Your VIP Day → VIP Days starting at $600