PACKAGES
To get started:
You know enough about marketing. You have enough content. You know your customer journey. It is time to ...
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LITE
Work Smarter CRM (lite feature set)
CRM
Sales Management
Social Media Scheduling
Two-way Texting*
Business Phone*
Email Blasts
Reputation Management
Content AI*
One-to-one Support Calls (2 monthly)
$59 month to month
Limited Time only $39 month to month
Grow
Work Smarter CRM (All Features)
Everything in Work Smarter CRM LITE plus
Online Booking
Email Marketing
Text Marketing
Forms & Surveys
Funnels & Landing Pages
Websites
Online Courses
Membership
Automation
Payments & Invoices
Promo & Coupon Codes
Affiliate Management
Premium Tasks*
Workflow AI*
One-to-one Support Calls (2 monthly)
$199 month to month
PRO
Work Smarter CRM (All Features)
Everything in Work Smarter CRM LITE plus
Online Booking
Email Marketing
Text Marketing
Forms & Surveys
Funnels & Landing Pages
Websites
Online Courses
Membership
Automation
Payments & Invoices
Promo & Coupon Codes
Affiliate Management
Premium Tasks*
Workflow AI*
One-to-one Support Calls (Unlimited)
Done-For-You Onboarding included ($299 value)**
CRM Consulting Services: Strategy Sessions, Maintenance, Training (3 hours monthly)
Membership pricing for new project work
$399 month to month
Best Value
* Usage-based Fees:
Content AI, Premium Tasks, Business Phone, and Texting are optional use features and have additional fees associated with them and are usage based. These are optional features to turn on in the Work Smarter CRM and use. The usage cost of these features is charged against credits that are recharged as you hit a minimum you control.
Content AI - No monthly fee. This is only charged based on your usage. The cost is $0.90 for 1000 words. To get started, each account receives 500 free words.
Workflow AI - No monthly fee. This is charged based on your usage. The cost is $0.15 per AI workflow action. To get started, each account receives 100 AI workflows.
Premium Tasks - No monthly fee. This is only charged based on your usage. The cost is $0.05 per task. This is a Zapier replacement.
Business Phone & Texting - There is a one-time registration fee that costs between $15-20 to ensure you are a trusted business for texting. The phone line is $6 monthly plus your usage. Text messages cost $0.0375 to send and $0.0395 to receive messages. Phone calls cost $0.065 per minute to make calls and $0.0425 per minute to receive calls. See the FAQs for more details.
** Done-For-You Onboarding:
Costs $299 for the Grow Plan and $0 for the Pro Plan. What's included:
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.
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.
Do you provide marketing implementation services?
Yes, we provide marketing implementation services including:
>> Copywriting for sales pages, emails, and support
>> Funnel design and build
>> Landing page design and build
>> Automation design and build