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Organize all your client projects
Send invoices, contracts, + more
Accept payments
organize income +expenses for taxes
automate client workflows
make Marketing + client education a breeze with customizable templates + Guides that totally
bUSINESS CARD TEMPLATES
nEWSLETTER TEMPLATES
eMAIL cAMPAIGNS
Create a cohesive marketing plan
cLIENT GUIDES
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
Packages/invoice Set-up
Template Emails
Content Integration
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
with a personalized email newsletter every month! We'll blend all the magical ingredients that create a unique and awesome newsletter that really represents your brand, packed with topics your audience craves! From witty copy to trendy design, I've got you covered.
With expert writing skills and a little SEO magic, we'll whip up three tailor-made blog posts each month, guaranteed to attract your deal clients and make your website sparkle! Plus, just to sweeten the deal, I'll even craft a snazzy social media post to match, perfect for sharing on all your social channels!
BRANDING SET UP
CLIENT PORTAL SET-UP
PACKAGES/INVOICE SET-UP
TEMPLATE EMAILS
CONTENT INTEGRATION
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
With expert writing skills and a little SEO magic, we'll whip up three tailor-made blog posts each month, guaranteed to attract your deal clients and make your website sparkle! Plus, just to sweeten the deal, I'll even craft a snazzy social media post to match, perfect for sharing on all your social channels!
With a personalized email newsletter every month! We'll blend all the magical ingredients that create a unique and awesome newsletter that really represents your brand, packed with topics your audience craves! From witty copy to trendy design, I've got you covered.
"Becci listened to all of my thoughts and ideas and created a logo and website that represents exactly what I want my photography business to embody. She walked me through the entire process and provided constant support and guidance with whatever I needed, answering all of my questions in the kindest way. Now that my business is thriving I'm so grateful to call Becci and friend and mentor."
Paige's Custom Experience Included:
- All-Inclusive Branding+
- Custom Showit Website
- Complete CRM Set-up
- Client Welcome and Style Guides
"It was beyond my expectations! I've known Becci for a couple of years now and it's always lovely chatting with her again and discussing my vision for my website Working with her is so easy and smooth, she in an expert in her field, she will ask every little detail, she goes above and beyond to make sure your website looks exactly the way you envision it,"
Elena's Custom Experience Included:
- Brand Refresh
- Custom Squarespace Website
- Client Welcome and Style Guides
"Becci is AMAZING, and so talented at what she does. She's also really great to work with and go above and beyond, plus she spoiled me big time! Becci's client experience is the best I have ever seen and her branding is so beautiful. I even love her emails and how professional and beautiful everything is. I can't think of anything she could improve honestly, her client experience is gold!
Rachelle's Custom Experience Included:
- All-Inclusive Branding
- Custom Squarespace Website
- Complete CRM Set-up
- Client Welcome and Style Guides
"Seeing it all come to life. It is one thing to pen your ideas but then to be presented with what you envisioned....BUT BETTER was amazing! Also, the ease of the whole process. Becci breaks it all down for you in the way she gathers all the information and inspiration she needs from you to create exactly what your vision is. It was an easy and enjoyable experience.."
Lisa's Custom Experience Included:
- All-Inclusive Branding
- Custom Squarespace Website