Solutions
Eleven systems. You only pay for the ones you need.
This is what's inside Stage 2.
After the Stage 1 Foundation audit, I pick the parts your business actually needs,
in the order it needs them.
Nothing here gets built without your approval and a price you've seen first.
CRM Infrastructure
CRM Foundation
CRM Core Platforms
(HubSpot, Notion, Plaky.com, Monday.com, Trello, etc..)
(HubSpot, Notion, Plaky.com, Monday.com, Trello, etc..)
CRM Growth Suite
CRM + Operational Tools
(Website API's, Lead Forms, Email Sending, Booking Tools, Team communication, etc..)
(Website API's, Lead Forms, Email Sending, Booking Tools, Team communication, etc..)
CRM Intelligence System
CRM + Advanced Systems
(2-Way SMS, 2-Way Email, Call Systems, Automation Layers, AI Agents, etc..)
(2-Way SMS, 2-Way Email, Call Systems, Automation Layers, AI Agents, etc..)
Sales Infrastructure,
SOPs & Team Training
Sales Systems
Infrastructure
Infrastructure
CRM + Core Sales Infrastructure (Lead Forms, SMS Tools,
Call Systems, Email Platforms, fully connected and automated for multi-channel engagement.)
Call Systems, Email Platforms, fully connected and automated for multi-channel engagement.)
Sales Script &
Implementation Framework
Implementation Framework
Structured Sales Script (Opening lines, KYC, Discovery Q&A, need identification,
closing prompts, all mapped into a clear, repeatable framework.)
closing prompts, all mapped into a clear, repeatable framework.)
Sales SOP &
Outcome Protocol
Outcome Protocol
Team SOPs + Outcome Protocol (Covers daily routines, lead handling rules, performance benchmarks,
and defines what “good conversion” looks like to ensure consistency.)
and defines what “good conversion” looks like to ensure consistency.)
Sales Role
Profiling for HR
Profiling for HR
HR-Ready Sales Role Profiles
(Ideal skills, traits, interview questions, so HR hires with precision, not guesswork.)
(Ideal skills, traits, interview questions, so HR hires with precision, not guesswork.)
Brand Identity
Single
Brand Element
Brand Element
One of the following: logo, brand color palette,
typography, or basic usage rules (ideal for building a strong foundation)
typography, or basic usage rules (ideal for building a strong foundation)
Social Media
Template Pack
Template Pack
Design framework for all social formats includes master PSD and Illustrator templates
for posts & stories, built primarily for Adobe workflows. Canva-compatible exports available upon request.
for posts & stories, built primarily for Adobe workflows. Canva-compatible exports available upon request.
Full
Brand Book
Brand Book
Complete brand identity system: logo, fonts, colors, visual usage rules,
social media templates, and official documentation templates (e.g. POS, invoices, scripts)
social media templates, and official documentation templates (e.g. POS, invoices, scripts)
Brand Voice &
Communication Guide
Communication Guide
Comprehensive communication system defining tone, writing style, and messaging structure,
built to unify how your brand speaks across sales, marketing, and internal ops.
Designed to reduce confusion, speed up execution, and make your message unmistakably yours.
built to unify how your brand speaks across sales, marketing, and internal ops.
Designed to reduce confusion, speed up execution, and make your message unmistakably yours.
Web Identity
Website
Development
Development
Website design and build using CMS or custom code (WordPress, Webflow, Framer, or full-stack).
Features and structure based on project needs.
Features and structure based on project needs.
Mobile Application Development
Mobile app for iOS/Android includes design, feature planning,
and App Store / Play Store deployment. Functionality tailored per business requirements.
and App Store / Play Store deployment. Functionality tailored per business requirements.
Google Business
Profile Setup
Profile Setup
Google Maps listing: branding, location data, visuals, content structure, and local SEO optimization.
Review
Platform Activation
Platform Activation
Professional setup on trusted platforms
(e.g. Yelp, Trustpilot, Clutch, etc.) including profile branding and feedback automation setup.
(e.g. Yelp, Trustpilot, Clutch, etc.) including profile branding and feedback automation setup.
Niche
Marketplace Presence
Marketplace Presence
Registration and optimization on vertical-specific platforms
(e.g. Style Seat, Thumbtack, Houzz) selected per industry and geography.
(e.g. Style Seat, Thumbtack, Houzz) selected per industry and geography.
Social Media
Account Setup
Account Setup
Creation and configuration of business accounts on
Instagram, Facebook, LinkedIn, TikTok, etc. Includes profile setup, basic info, and platform linking.
Instagram, Facebook, LinkedIn, TikTok, etc. Includes profile setup, basic info, and platform linking.
Domain Setup
& Business Email
& Business Email
Domain purchase setup via trusted providers (e.g. GoDaddy), plus full configuration of professional email accounts using Google Workspace or Microsoft 365. Includes admin access, email structure, and connection to your website or CRM.
Advertising Systems
& Strategic Foundation
Marketing
Strategy Blueprint
Strategy Blueprint
Full-funnel marketing strategy: channel mix, audience segmentation, offer structure, campaign rhythm, content hyperproduction planning, budget pacing, and messaging map.
SMS Marketing
System Setup
System Setup
Setup of SMS software (e.g. Twilio, Simple Texting), opt-in structure, keyword automation flows,
CRM or form integration, and compliance configuration.
CRM or form integration, and compliance configuration.
Email Marketing
System Setup
System Setup
Setup of email automation tools (e.g. Mailchimp, Instantly, ActiveCampaign),
including leads setup, sender ID, segmentation, and starter flows for outreach or nurturing.
including leads setup, sender ID, segmentation, and starter flows for outreach or nurturing.
Advertising
Accounts Setup
Accounts Setup
Configuration of Meta Ads, Google Ads, LinkedIn, TikTok
includes business verification, billing setup, pixel tracking, and ad platform integration.
includes business verification, billing setup, pixel tracking, and ad platform integration.
Analytics &
Tracking Setup
Tracking Setup
Implementation of Google Analytics 4,
conversion tracking, goal structure, event setup via T. Manager, and basic reporting view.
conversion tracking, goal structure, event setup via T. Manager, and basic reporting view.
Newsletter Design
Starter Kit
Starter Kit
Email template layout for campaigns/newsletters
includes structure, mobile optimization, CTA blocks, and guidance for first send-out.
includes structure, mobile optimization, CTA blocks, and guidance for first send-out.
Lead Magnet
Development
Development
Creation of a high-value downloadable resource (e.g. guide, checklist, template) designed to attract leads
in exchange for contact info. Includes structure, copywriting, and export-ready PDF format.
Can be connected to Bravo or other CRMs, with optional AI agent automation in later stages.
in exchange for contact info. Includes structure, copywriting, and export-ready PDF format.
Can be connected to Bravo or other CRMs, with optional AI agent automation in later stages.
Content Production
Systems & Workflow
Digital
Assets Checklist
Assets Checklist
A campaign-asset checklist covering ad creatives, email copy, landing pages, and naming conventions.
Marketing
Calendar Setup
Calendar Setup
A shared campaign calendar inside your CRM, with scheduling, task assignment, and cross-team visibility.
Call-to-Action
Copybank
Copybank
A library of 50+ conversion-focused CTAs for ads, email, SMS, and landing pages, ready for your team to use.
Team Training
& Funnel Workshop
& Funnel Workshop
Interactive session teaching your team to use all systems above,
plus hands-on funnel mapping, from first contact to follow-up, offer, and conversion
plus hands-on funnel mapping, from first contact to follow-up, offer, and conversion
Visual (Photo)
Hyper-production
System
Hyper-production
System
Setup of processes, templates and task flows for rapidpost & story creation
including role assignments, file naming, batch exports and review cycles
including role assignments, file naming, batch exports and review cycles
Short-form Video Hyper-production System
Establishment of a turnkey workflow for high-volume
Reels/TikToks: storyboards, filming guidelines, batch editing templates, scheduling and publishing
Reels/TikToks: storyboards, filming guidelines, batch editing templates, scheduling and publishing
Video Team
Profiling for HR
Profiling for HR
HR-ready sourcing and onboarding of video creators, with onboarding templates and payment workflows.
Audience Tracking
& Retargeting Systems
Analytics
Foundation Setup
Foundation Setup
GA4 + Tag Manager integration. Tracks page views, events, conversions and audience behavior
Retargeting
Funnel Design
Funnel Design
Mapping funnel logic to define retargeting stages
(visited page, added to cart, abandoned checkout, etc.) and where users should re-enter.
(visited page, added to cart, abandoned checkout, etc.) and where users should re-enter.
Pixel Installation & Configuration
Meta, TikTok, LinkedIn, or Google pixel,
tracked and verified separately per platform. Includes verification, events setup and quality check.
tracked and verified separately per platform. Includes verification, events setup and quality check.
Behavior-Based
Sequence Setup
Sequence Setup
Creating automated message sequences
(email, SMS, or ads) triggered by behavior. (e.g. visits, scrolls, exits, or time spent).
(email, SMS, or ads) triggered by behavior. (e.g. visits, scrolls, exits, or time spent).
Audience
Database Structure
Database Structure
Building a structured database of leads with tracking fields
(source, funnel stage, tags) ready for segmentation and analytics.
(source, funnel stage, tags) ready for segmentation and analytics.
Look-a-like &
Custom Audience Setup
Custom Audience Setup
Creating custom retargeting groups
(site visitors, engaged users) and lookalikes to expand reach with precision.
(site visitors, engaged users) and lookalikes to expand reach with precision.
Retention
Audience Strategy
Audience Strategy
Strategy for keeping existing customers active:
who to follow up with, when, and with what message or offer.
who to follow up with, when, and with what message or offer.
AI Agent Implementation
Website Chatbot
+ Data Lookup
+ Data Lookup
AI chatbot for website connected to an internal knowledge base or product database.
Handles FAQs, guides users, and provides dynamic answers.
Handles FAQs, guides users, and provides dynamic answers.
AI Appointment
Setter (Voice Agent)
Setter (Voice Agent)
Voice-based AI agent that works like a digital secretary
schedules meetings, reschedules appointments, and communicates changes or reasons.
schedules meetings, reschedules appointments, and communicates changes or reasons.
E-commerce
Order Support Agent
Order Support Agent
Handles tasks such as modifying orders, adding products,
processing refunds, and managing general order requests.
processing refunds, and managing general order requests.
Executive
Task Assistant
Task Assistant
An AI assistant that writes emails, confirms meetings,
and handles daily micro-tasks by voice or text, like a digital secretary.
and handles daily micro-tasks by voice or text, like a digital secretary.
Automation &
Workflow Orchestration
Website Contact →
CRM + Auto Reply
CRM + Auto Reply
Automatically sends email + SMS when a contact form is filled.
Syncs with your CRM and confirms receipt instantly.
Syncs with your CRM and confirms receipt instantly.
Lead Magnet
Delivery Automation
Delivery Automation
Sends a downloadable file (PDF, guide, etc.)
via email or SMS after form submission.
via email or SMS after form submission.
Appointment
Booking Workflow
Booking Workflow
A full automated booking flow with CRM sync,
email and SMS reminders, and rescheduling.
email and SMS reminders, and rescheduling.
Smart Task Triggers
& Internal Alerts
& Internal Alerts
Internal alerts triggered by key actions like a form fill, email, or order, logged straight into your CRM.
Business Data
& Analytics Infrastructure
KPI Dashboard Setup
(GDS / Power BI)
(GDS / Power BI)
Design of real-time dashboards for sales, marketing, ops, and finances.
Connected to live data sources and tailored to business model.
Connected to live data sources and tailored to business model.
CRM & Team
Performance Analytics
Performance Analytics
Combines CRM data (leads, sales, conversion) with team activity metrics
(tasks, time, performance KPIs) into centralized, interactive reports.
(tasks, time, performance KPIs) into centralized, interactive reports.
Finance & Operations
Metrics Mapping
Metrics Mapping
Connects accounting / order data with dashboard tools.
Tracks revenue, costs, margins, refunds, and operational KPIs across services or products.
Tracks revenue, costs, margins, refunds, and operational KPIs across services or products.
Advanced Financial
Audit & Strategy
Audit & Strategy
Deep audit of your financials, including cost breakdowns, margin leaks, and growth blockers.
Conducted in collaboration with a senior financial analyst (based in the US), this service provides
a full diagnostic report along with a tailored recovery or growth strategy.
Conducted in collaboration with a senior financial analyst (based in the US), this service provides
a full diagnostic report along with a tailored recovery or growth strategy.
Communication Systems
& Internal Coordination
Client Communication
System Setup
System Setup
A complete setup for post-sale communication: onboarding emails, confirmations, status updates, automated check-ins,
and client retention flows. Includes DM automation for Instagram, Facebook, and TikTok using tools like ManyChat, Phantom buster or Meta APIs. Comes with full tracking via CRM.
and client retention flows. Includes DM automation for Instagram, Facebook, and TikTok using tools like ManyChat, Phantom buster or Meta APIs. Comes with full tracking via CRM.
Internal
Coordination Toolkit
Coordination Toolkit
Setup of Slack, Discord or Notion for streamlined internal ops. Includes team channels, shared to-do spaces,
quick updates,alerts, and pinned knowledge, so internal communication feels organized, fast, and easy to follow.
quick updates,alerts, and pinned knowledge, so internal communication feels organized, fast, and easy to follow.
Cross-Team Workflow Communication Map
A simple system that defines how internal teams (sales, support, ops) pass info to each other
synced with CRM, calendar, and notification tools. Prevents confusion, overlaps, and task duplication.
synced with CRM, calendar, and notification tools. Prevents confusion, overlaps, and task duplication.
That's the entire list.
Every system I build is above, with what it does.
If you read this far, you already know which ones your business needs.
So what's stopping you?