I'm ready to elevate my brand!
Organize all your client projects
Send invoices, contracts, + more
organize income +expenses for taxes
automate client workflows
make Marketing + client education a breeze with customizable templates + Guides that totally
bUSINESS CARD TEMPLATES
Create a cohesive marketing plan
Just imagine what you could be doing with your time once the items on your Biz to-do list
Branding set up
Client Portal Set-up
Form set up (including but not limited to lead capture forms, client survey forms, client contracts,
Scheduler Appt set-up (optional if you have Scheduler included in your CRM)
Calendar, Zoom, PayPal syncing
Full Custom Workflow set-up from initial inquiry to final testimonial request email
Having brand cohesive templates that are totally customizable will change the game for any small business!
Each editable template is designed specifically for your business.
- Client Guides
- Proposal templates
- Newsletter Templates
- Workflow Templates
- Social media templates
- Business Card Templates
Everyone needs a little help now and then, having a dedicated small biz specialist on your side keeps you focused on your goals and ensures your business strategy is actually getting you to those goals.
- 2 or 4-hour mentoring session where we will go over your current biz strategy, realign it with your goals, and make sure you have all of your small biz questions answered.
- Monthly mentoring + business services, which includes up to 5 hours each month of mentoring and small biz services
BRANDING SET UP
CLIENT PORTAL SET-UP
FORM SET UP (INCLUDING BUT NOT LIMITED TO LEAD CAPTURE FORMS, CLIENT SURVEY FORMS, CLIENT CONTRACTS,
SCHEDULER APPT SET-UP (OPTIONAL IF YOU HAVE SCHEDULER INCLUDED IN YOUR CRM)
CALENDAR, ZOOM, PAYPAL SYNCING
FULL CUSTOM WORKFLOW SET-UP FROM INITIAL INQUIRY TO FINAL TESTIMONIAL REQUEST EMAIL
HAVING BRAND COHESIVE TEMPLATES THAT ARE TOTALLY CUSTOMIZABLE WILL CHANGE THE GAME FOR ANY SMALL BUSINESS!
EACH EDITABLE TEMPLATE IS DESIGNED SPECIFICALLY FOR YOUR BUSINESS.
- CLIENT GUIDES
- PROPOSAL TEMPLATES
- NEWSLETTER TEMPLATES
- WORKFLOW TEMPLATES
- SOCIAL MEDIA TEMPLATES
- BUSINESS CARD TEMPLATES
EVERYONE NEEDS A LITTLE HELP NOW AND THEN, HAVING A DEDICATED SMALL BIZ SPECIALIST ON YOUR SIDE KEEPS YOU FOCUSED ON YOUR GOALS AND ENSURES YOUR BUSINESS STRATEGY IS ACTUALLY GETTING YOU TO THOSE GOALS.
- 2 OR 4-HOUR MENTORING SESSION WHERE WE WILL GO OVER YOUR CURRENT BIZ STRATEGY, REALIGN IT WITH YOUR GOALS, AND MAKE SURE YOU HAVE ALL OF YOUR SMALL BIZ QUESTIONS ANSWERED.
- MONTHLY MENTORING + BUSINESS SERVICES, WHICH INCLUDES UP TO 5 HOURS EACH MONTH OF MENTORING AND SMALL BIZ SERVICES
"Becci HAS HELPED ME DISCOVER THE PERFECT BRAND + STYLE FOR MY BUSINESS. But she is more than just a talented designer, she is a mentor who always goes above and beyond to inspire others."
"Becci is absolutely amazing. She goes absolutely above and beyond, and really takes the time to understand your vision and your goals for your business"
"She is the kindest person and so easy to work with, I am beyond grateful for my beautiful website designed by Becci, and I have gotten such great positive feedback from my own clients,"
"Every single step of this process is amazing. It taught me more about myself and what I really wanted for my business"