Packages

Are you struggling to fill or launch your group program? 

If you are thinking about investing in more training, STOP.

  • Stop taking training courses that you don’t have time to implement.

  • Stop creating more content without a scalable strategy.

  • Stop wasting time on support calls to get your systems to work.

START making it happen!

You know enough about marketing. You have enough content. You know your customer journey. It is time to ...

  • START implementing your marketing strategy.

  • START filling your group programs with a solid sales funnel.

  • START hitting your sales goals.

We can help you! We've got the know-how and all the tools your need to implement your marketing strategy to convert more clients. We've helped lots of business owners like you move from your existing tools into the Work Smarter CRM. All of our packages include the Done-For-You Onboarding services to make the transition effortless.

Choose the package that helps you reach your goals and fill your group programs.

Manage

  • Work Smarter CRM (All Features)

  • Done-For-You Onboarding included ($299 value)*

  • One-to-one Support Calls (2 monthly)

  • CRM Consulting Services: Strategy Sessions, Maintenance, Training (3 hours monthly)

  • Membership pricing for new project work

12 month commitment

$574 down

+ 11 payments of $275

Payment Plan Total Due: $3599

Pay In Full: $2999

save $600

grow

  • Work Smarter CRM (All Features)

  • Done-For-You Onboarding included ($299 value)*

  • One-to-one Support Calls (Unlimited)

  • CRM Consulting Services: Strategy Sessions, Maintenance, Training (3 hours monthly)

  • Membership pricing for new project work

  • Customized Postcards for Promotion, Nurture, or Lead Generation (up to 300 postcards)

  • Build & Automate up to 3 Lead Magnet Opt-ins & Autoresponders

  • Build & Automate up to 2 Email Drip Campaigns

  • Done-For-You Promotion or Lead Generation Social Media Posts (up to 24 social posts)

12 month commitment

$1119 down

+ 11 payments of $400

Payment Plan Total Due: $5519

Pay In Full: $4599

save $920

fill

  • Work Smarter CRM (All Features)

  • Done-For-You Onboarding included ($299 value)*

  • One-to-one Support Calls (Unlimited)

  • CRM Consulting Services: Strategy Sessions, Maintenance, Training (3 hours monthly)

  • Membership pricing for new project work

  • Customized Postcards for Promotion, Nurture, or Lead Generation (up to 300 postcards)

  • Build & Automate up to 3 Lead Magnet Opt-ins & Autoresponders

  • Build & Automate up to 2 Email Drip Campaigns

  • Done-For-You Promotion or Lead Generation Social Media Posts (up to 24 social posts)

  • Build & Automate up to 3 Complex Automations

  • Done-For-You Sales Funnel including copywriting, build and automation (up to 2 sales funnels)

  • Done-For-You Email copywriting, design, and automation (up to 16 emails)

12 month commitment

$2299 down

+ 11 payments of $700

Payment Plan Total Due: $9999

Pay In Full: $8399

save $1600

*Done-For-You Onboarding includes:

  • Migration Plan for existing technologies and applications to the Work Smarter CRM

  • Connecting your domain to the Work Smarter CRM

  • Creating branded email marketing domain and landing pages

  • Importing your contacts

  • Scrubbing your contacts for validate email addresses

  • Connecting your branding membership area

  • Integrating your Stripe, Zoom or Google Meet, Google or Microsoft Calendar, Direct Message Social Services, Social Channels

  • Selecting your business phone line and personalized training

  • Rebuilding up to 2 lead magnets

  • Creating up to 3 appointment events, questionnaires, and confirmation & reminder automations

  • Designing one branded email template

Moving additional funnels, landing pages, and systems will be handled as a paid project.

Why is there a 12 month commitment?

Although we make the switch as effortless as possible, we believe you must really commit to this shift. This is an investment in your business and in reaching your goals. We only work with business owners that are motivated to make big moves in their business and commit to big outcomes.

How do you make onboarding effortless?

We start by defining your Migration Plan. This includes identifying all of your existing technologies and planning what is moving over to the Work Smarter CRM in priority order. The goal is to get you off your old technology as soon as possible, so you can turn off payments.

The Done-For-You Onboarding covers the most common needs of moving systems. Some clients have additional needs, which we will handle on a per project basis.

What is the membership pricing for new projects?

As a member, you receive 25% off the hourly automation fee and 10% off the copywriting fee. We provide an estimate for our projects ahead of starting them and most are fixed fee. Because we are experts at what we do, it takes have 1/3 of the time your team might take to build out automations, funnels, courses, etc.

What is maintenance?

Maintenance is evaluating issues, fixing problems, and making small adjustments to existing assets (webpages, online courses, automations, text messages, and emails) that have been built in the Work Smarter CRM. Also included are: 1) Small adjustments to existing assets like changing criteria and 2) Copying an existing assets and updating criteria.

It does not include major structural changes to the existing automation like adding or removing actions that change the function of the existing automation, rewriting text on webpages or emails, rebranding online courses or emails, or anything that radically changes the original asset.

What is considered a new project?

A new project is building a webpage, online course, automation or emails that are brand new.

Top Business Coaches & Consultants know when it's time to invest and stop wasting time on support calls.

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