Our $600 setup fee covers far more than just turning on an account. It’s a done‑for‑you onboarding and customization process designed to make sure your system is built around your business from day one.

What’s included in the setup:

✅ Initial Strategy Session – We meet with you (or your team) to understand your business, pain points, and goals.

✅ CRM Configuration – We configure your CRM platform (or work within your existing one) so it’s ready to support your workflows.

✅ Custom AI Tools & Automations – We install and connect the specific tools you actually need to solve problems and streamline operations.

✅ Integration With Existing Systems – Where possible, we link your CRM to your email, calendar, lead sources, and other software you already use.

✅ Pipeline & Workflow Design – We build out the stages, pipelines, and automations that fit how your business operates.

✅ User Access & Training – We set up your users, permissions, and provide a quick orientation so you can start using your system confidently.

✅ Testing & Fine‑Tuning – Before launch, we test everything and make adjustments so your tools run smoothly.