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CRM SET UP & MAINTENANCE

INBOX &
CALENDAR
MANAGEMENT

AUTOMATIONS & WORKFLOWS

CLIENT SUPPORT

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LET'S GET STARTED

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INBOX, CALENDAR, CRM MGMT

You're swamped. You've got a calendar full of events, and you're already spread thin. The last thing you need is to be bogged down by admin work like managing your inbox, calendar, and CRM.

 

But real talk—if you don't do it, who will?

 

With this Onboarding Concierge package, I'll take care of all that for you. Working directly with your clients, I'll answer their questions, help curate their signature cocktail menu, provide them with personalized shopping lists, ensure that your team is prepared, and make sure that all the planning leading up to their big day stays on track. You can rest assured knowing that your clients are in good hands.

COMES WITH:

  • Daily or Scheduled Email Management

  • Manage Event Calendar Schedule

  • Folders, Filters, and Templates

  • Create Response Systems & SOP's

PROJECT TYPE: M-T-M
STARTING AT: $797
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HONEYBOOK OR DUBSADO

All too often, we try to do everything on our own. We wear all the hats, trying to keep track of everything in our heads or, just as bad, our cell phone calendars.

 

But, as mobile bar owners, you know that this is unsustainable and downright exhausting. That's why you need a client relationship management system. With this service, you'll get a custom mapped journey that will help you automate your onboarding process and keep track of your clients effortlessly. Not only will this save you time, but you'll be able provide a white glove experience for your clients.

 

So what are you waiting for? Automate your workflow today with my CRM set-up or maintenance package!

COMES WITH:

  • 1-Hour System Mapping Session

  • Intuitively designed lead capture forms and on-brand Smart Files containing proposals, invoices, welcome packets, menus, or questionnaires

  • Input of packages, canned email responses, appointment schedulers, and payment reminders 

  • Creation of one automated workflow 

  • Integration of Quickbooks, payment processors, various calendar platforms, and video conferencing depending on the chosen system

PROJECT TYPE: ONE-OFF
STARTING AT: $1097
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Running a business for the 1st time can get overwhelming. Jamie helped me get organized, set up all my accounts, built my landing page and was just a text or phone call away when I needed her. She was beyond helpful and thorough with every task. Jamie's the best!

Ready to get started?

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