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

The Marketing Planner for Solopreneurs is made for the business owner that is doing it all and needs one place to plan and manage your marketing. You will be able to see the big picture of your marketing and how the many small steps you take will accomplish your goals. It is a quarterly, monthly, and weekly content planner designed to keep you organized and focused on your business goals. The Marketing Success Tracker will help you evaluate how well your marketing is performing, so you can make adjustments for your next 3 months. It's time to start planning to reach your goals!

We've included LOTS of extra bonuses to help you clarify your strategy and consistently market your business.

  • 50 beautifully designed Instagram Templates 

  • Marketing Analysis including Competitor Analysis, SWOT Analysis and Ideal Customer Research

  • Marketing Plan including Marketing Funnel Plan, Marketing Goals, SEO Planner

  • Content Planning sheets for social posts, live streams, videos, reels, and more

  • Content Inspirations including 84+ National Holidays, 60+ Social Post Ideas, 40+ Story & Live Ideas 

Plan Your Technology

What IS the Boutique Effect?

 

It's when a small business embraces automation and transforms into a profitable and scalable business delivering a boutique, personalized client experience.

Written specifically for small, service-based business owners making six-figures in revenue, The Boutique Effect provides a blueprint for leveraging automation to reduce your workload and improve your client experience. You don't need to have an MBA or technical degree to follow the practical, immediately applicable advice on how to leverage automation to transform your business.

Other books target big companies with big teams and big budgets, but

The Boutique Effect is for the truly small business team trying to figure it out on their own, and don't need a lot of jargon and ego - they just need directions.

If you want to grow your business with a focus on delivering a high-touch client experience that doesn't break the bank, then you are ready for the boutique effect!

With more than 20 years of technology management experience, and a small business owner herself, Mary Sue Dahill, M.S., takes you through the process of leveraging digital tools and transforming your workflows in a way that is engaging, relatable and easy to follow.

The Boutique Effect includes:

  • Understanding how to incorporate technology into your business

  • Shifting your mindset to deliver a high-touch client experience using automation

  • Selecting 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.