Bringing your ideas to life takes more than tutorials or theory. Our Done With You Implementation Session gives you the structure, support, and technical expertise needed to turn your workflows into a clean and fully functional system.
This is not a coaching call. It is a practical working session where our team helps you build your CRM and automation setup in real time. You will see every step, understand how your processes work, and leave with a clear, organized system designed to support your growth.
Whether you are starting from scratch, fixing an existing setup, or building advanced workflows, our team makes the implementation process simple and collaborative. You learn as we build so you can manage your tools confidently moving forward.
• A detailed pre-session review of your systems, goals, and current setup
• A live implementation session with our team via Zoom
• A step-by-step build of your CRM, automations, workflows, or pipeline
• Clear guidance throughout the session so you understand exactly how your system works
• A fully documented process so your team can revisit every step at any time
• A post-session action summary with recommendations, improvements, and next steps
• Business owners who want their setup built correctly from day one
• Teams that want to learn while implementing
• Anyone tired of guessing and ready for clarity
• New CRM users who want expert support
• Existing CRM users who need to fix or improve a messy system
• Teams that want to learn while implementing
• Anyone tired of guessing and ready for clarity
• New CRM users who want expert support
• Existing CRM users who need to fix or improve a messy system
1. Complete the Discovery Form
This helps us understand your CRM platform, what you want to build, and the complexity involved.
This helps us understand your CRM platform, what you want to build, and the complexity involved.
2. Our team reviews your submission
We assess your setup, outline the work required, and determine the number of hours needed.
We assess your setup, outline the work required, and determine the number of hours needed.
3. (Optional) Book a short Discovery Call
If you want to discuss your project before beginning, you can schedule a quick call with our team.
If you want to discuss your project before beginning, you can schedule a quick call with our team.
4. Receive a custom quote
You get a clear recommendation for the hours needed based on your goals and current setup.
You get a clear recommendation for the hours needed based on your goals and current setup.
5. Schedule your Done With You session
Choose a single intensive session or split your hours into smaller working blocks.
Choose a single intensive session or split your hours into smaller working blocks.
6. We build everything with you in real time
Our team sets up your CRM, automations, workflows, or lead flow while guiding you step by step.
Investment
Pricing is based on the scope of work and hours needed to complete your setup.
Most Done With You projects range between $500 and $1500 depending on complexity.
Once your Discovery Form is reviewed, you will receive a custom quote outlining the exact number of hours required.
Clear pricing. No hidden costs. No surprises.
Pricing is based on the scope of work and hours needed to complete your setup.
Most Done With You projects range between $500 and $1500 depending on complexity.
Once your Discovery Form is reviewed, you will receive a custom quote outlining the exact number of hours required.
Clear pricing. No hidden costs. No surprises.
Start Building With Confidence
With our guidance, you can implement your systems quickly, correctly, and with full clarity. Take the next step and create the CRM and automation structure that genuinely supports your business.
