CRM SET UP & MAINTENANCE
AUTOMATIONS & WORKFLOWS
LET'S GET STARTED
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.
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
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!
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
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!
ERNIE VELA OF LIQUID COURAGE BARTENDING SERVICES