Smart Assist Virtual Services

Your business has a lot going on. 

Let's make sure the backend can keep up.

 I help service based business owners who've outgrown their systems get organized, without hiring a full team to do it.

My Method

How I Work With You

Everything I do follows the same three phases: 

Strategize, Implement, Optimize.

Strategize

We map out what's actually going on in your business and build a clear roadmap for the systems you need.

Implement

I teach the key principles of working with a CRM in a small group setting, then help you apply it to the exact systems we identified in your roadmap during live Q&A.

Optimize

Once your systems are running, you decide how hands-on you want to stay. Some owners take it from there. Others hand ongoing upkeep to me.

Built To Run: 
Systems That Run Without You

Strategy Call

Free. Two calls, and a real roadmap for your digital systems.

  • →Walk away knowing exactly which parts of a CRM matter for your business, and which ones you can ignore
  • →Get a custom roadmap built for how you actually work, not a generic best practices list
  • →No cost, no pressure to go any further

Book an intro call and we'll get both sessions on the calendar.


9-Week Implementation Program

Where the roadmap becomes a real, working system, alongside a small group of other business owners doing the same thing.

  • →Working systems, built and running in your business by week nine, not just a plan on paper
  • →The knowledge to run and update them yourself, so you're never dependent on anyone else to keep things working
  • →A small group of other business owners doing this alongside you, plus direct help on your specific setup every week

Book intro call to get started

Optimization Membership

Coming soon!

  • →Keeping the momentum going. 

Ongoing Retainers

For owners who'd rather stay hands off.

Not everyone wants to manage their own systems, and that's fine. If you'd rather hand it off, there are two retainer options below. These are separate from the implementation program and only available once your systems are already set up.



CRM Management

 $500/month

Your systems are built. Now you need someone keeping an eye on things so nothing quietly breaks while you're focused on your clients.

  • CRM Management and pipeline upkeep
  • Workflow and automation monitoring
  • Proactive problem solving before issues arise
  • Monthly reports with insights
  • Up to 8 hours/month

Full Service Retainer

$1500/month

Active, one on one support for anything that comes up in your business, whether it's already on your plate or something new. This is for owners who want a dedicated partner, not just someone watching a dashboard.

  • Everything in Foundation, plus...
  • Active project management
  • Ongoing pipeline and system updates
  • Data analysis/tracking & growth support
  • Strategic Planning Support
  • Up to 20 hours/month

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