You will get an automated process to bring in new clients
Project details
Are you feeling anxious, like your heart is beating out of your chest?
You got a new client! Yay!
Why are you sad? Time to celebrate?🎉
Nope... your task list is a mile long! 😭
Invites to send, Invoices need to be generated, bills need to be paid, follow-ups are needed, questions answered… So much!😭
Don't worry anymore! In 8 steps, we will automate your client onboarding process so that the next lead that comes to you, most of the work, will be done for you!
FOR THE DO IT YOURSELF plan, you will get the online course only!
FOR THE DO IT FOR YOU and DO IT WITH A COACH plan, the deliverables for this project include the setup of:
• email marketing system
• CRM system (designed for small businesses),
• Accounting software setup to accept invoicing
• Stripe setup to take payments
• An automated workflow with system pre-defined email.
• Documentation on setup.
• Includes 6 hours of support for the Do It For You and Do It With you plans. (Additional support is $100/hour.)
You got a new client! Yay!
Why are you sad? Time to celebrate?🎉
Nope... your task list is a mile long! 😭
Invites to send, Invoices need to be generated, bills need to be paid, follow-ups are needed, questions answered… So much!😭
Don't worry anymore! In 8 steps, we will automate your client onboarding process so that the next lead that comes to you, most of the work, will be done for you!
FOR THE DO IT YOURSELF plan, you will get the online course only!
FOR THE DO IT FOR YOU and DO IT WITH A COACH plan, the deliverables for this project include the setup of:
• email marketing system
• CRM system (designed for small businesses),
• Accounting software setup to accept invoicing
• Stripe setup to take payments
• An automated workflow with system pre-defined email.
• Documentation on setup.
• Includes 6 hours of support for the Do It For You and Do It With you plans. (Additional support is $100/hour.)
Project Type
Customer Support, OtherWhat's included
| Service Tiers |
Starter
$159
|
Standard
$1,600
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 3 days | 4 days | 7 days |
Number of Revisions | 0 | 2 | 2 |
About Melody
Business Systems Strategist | CRM & Workflow Automation Expert
East Brunswick, United States - 9:45 am local time
I'm your tech-savvy sidekick—the one who translates "What the heck is this tool?" into "Wow, I love how easy this is!" Whether it's streamlining operations, implementing CRMs like GoHighLevel or Monday.com, or getting your team finally on the same page, I build custom solutions that actually fit how your business works.
✅ Systems Strategy
✅ CRM & Workflow Automation
✅ SOPs & Process Mapping
✅ Change Management & Tech Adoption
✅ Human-Centered Tech Support
Let’s make your business more productive today than it was yesterday—so you can reach tomorrow’s goals with ease.
Steps for completing your project
After purchasing the project, send requirements so Melody can start the project.
Delivery time starts when Melody receives requirements from you.
Melody works on your project following the steps below.
Revisions may occur after the delivery date.
FOR THE DO IT FOR YOU and DO IT WITH A COACH PLAN: Design Your Workflow
You first need to start with a pretty good established process. We will discuss how to design the automation by using your current process.
FOR THE DO IT FOR YOU and DO IT WITH A COACH PLAN: Set up a scheduling tool
Set up a tool that is either integrated with the CRM or externally like Calendly, Acuity, or another of your choice.