Plan

As a solopreneur or business owner, you are already doing All.The.Things, so you don't have time to waste time on stuff that doesn't matter. That's why you've got to plan.


The issue is that more planning tools only focus on social media and not much else.


What you want are planning tools that help you get traction in your business and reach your goals. The two tools most business owners lack are a complete marketing plan and technology plan. Without these two planning tools, you will be disorganized and chasing shiny objects.


Stop chasing shiny objects and start making a plan!

Plan Your Marketing

An all-in-one Marketing Planner for Solopreneurs that helps you make your business goals a reality.


This Marketing Planner goes far beyond simply planning your social media. It starts with an honest assessment of your busines in the market place to help you define a well-rounded marketing strategy, so you can effective executive your marketing. The Marketing Planner for Solopreneurs includes over 100 planning pages.


BONUSES include 50 Instagram Design Templates and Social Post & Video Planning Sheets.

Plan Your Technology

The Boutique Effect is a practical guide to automate your marketing, sales, and operations.


The Boutique Effect includes:

  • Understanding how to incorporate technology into your business


  • Mindset shift to deliver a high-touch client experience using automation


  • Select the right technology to support your goals


  • Eight automation recipes every service-based business needs

Features

Other Tools

(2500 Contacts)

(Unlimited Contacts)

Contact & Sales Management

$99


Surveys & Forms

$35


Booking & Appointments

$12


Funnels & Landing Pages

$25


Integrated Phone

$29


Email Marketing

$39


SMS Marketing

$29


Website Builder

$18


Online Course Management

$39


Onboarding Packages

Our Onboarding Programs are designed to get you up and running quickly. All subscription levels include the Group Onboarding program that is a five week training program.

Automation Plan

The Automation Plan provides a roadmap to automate your high-touch experience that differentiates your brand from your competitors.

  • Customized Automation Plan to lay out the opportunities to automate your client journey from follower to contact, contact to prospect, prospect to client, client engagement, and client to raving fan.
  • Two strategy sessions to define and finalize the automation plan.
  • Session 1: Evaluate and design your high-touch client journey to identify automation opportunities, intentional to your brand, delivers a personalized experience for your clients, and incorporates surprise & delight into the overall experience.
  • Session 2: Review and finalized your customized Automation Plan. The Automation Plan includes the workflow and approaches to automating key pieces.

Cost:

You've Got This. & Let's Do This! Plans --> $399


We've Got You! Plan --> included

Automation Plan & Done-for-you Onboarding Combo

You want this implemented for you, so you can hit the ground running.

  • Everything in the Automation Plan plus ...
  • Done-for-you build out of the automations defined in the Automation plan.
  • Connects website and lead magnet to the Work Smarter CRM.
  • Configures the Work Smarter CRM to business needs.
  • Import contacts from other systems and integrates via Zapier to other business critical systems.
  • 1 hr of one on one training on automations.
  • Personalized overview videos and test plan of automations.

Cost:

You've Got This. Plan --> $1199


Let's Do This! Plan --> $799

Done-for-you Onboarding

You want this implemented for you, so you can hit the ground running.

  • Build out automations defined in the Automation plan (pricing for one revenue stream).
  • Connects website and lead magnet to the Work Smarter CRM.
  • Configures the Work Smarter CRM to business needs.
  • Import contacts from other systems and integrates via Zapier to other business critical systems.
  • 1 hr of one on one training on automations.
  • Personalized overview videos and test plan of automations

Cost:

We've Got You! Plan --> $399

Note: The automation plan and done-for-you onboarding are for one revenue stream of your business. An additional fees applied for more sales process and client engagement workflows.