Systems Setup

CRM & marketing systems setup your team will actually use

Your contacts live in spreadsheets, inboxes, and someone’s phone, so follow-ups slip through the cracks. The Systems Setup moves you to one platform built for how you sell, migrates your data without losing anything, and trains your team to use it.


Starting at $5,000, fixing an existing setup is often less, so let's talk if that's you.

Business owner at a laptop reviewing the system his team runs on

 - What it is

What is the Systems Setup?

The Systems Setup is a done-for-you move to one system your business uses for contacts, follow-up, and marketing. We build in HubSpot, ActiveCampaign, Mailchimp, and Shopify, and we’ll bring you over from whatever you’re using today. It includes a clear platform plan with monthly costs, a full move of your existing data with no duplicates, team training, and 30 days of post-launch support.

 - How it works

How does the Systems Setup work?

01

We get you on the right platform(s)

You won’t spend weeks comparing CRMs. If you sell to other businesses, we’ll set you up on HubSpot, the same system we run on. If you sell to consumers, ActiveCampaign or Mailchimp usually fits better, with Shopify in the mix if you sell online. Either way, you’ll know exactly what it costs before you commit, and any extras come with a reason, a monthly price, and a cheaper option when one does the job.

02

We move your data, clean

Contacts, history, notes, and deals come over from wherever they live now. Duplicates get merged. Dead records get flagged. Nothing gets lost, and nothing shows up twice.

03

We build the follow-up

When someone reaches out, the system knows who owns the next step and reminds them. When a deal goes quiet, it says so. Your team stops relying on memory.

04

We train your team and stay for 30 days

A working session with the people who will use it every day, in plain English. Then, 30 days of support while they get used to it, so the questions that come up in week two get answered instead of turning into workarounds.

What's Included

What is included in the Systems Setup?

A written platform plan that names the right tool and tier for you, why it fits, and what it’ll cost each month, with a cheaper option flagged when one works. A full move of your contacts and history from any system, with duplicates merged. Follow-up built so every inquiry has an owner and a next step. Team training in plain English. 30 days of support after launch. A system your team can run without us.

 - Who it is for

Who is the Systems Setup for?

Founders and owners whose contacts live in spreadsheets, inboxes, and someone’s phone. Teams paying for two tools that don’t talk to each other. Anyone whose team misses follow-ups because there’s no single place to look, whether you’re selling to other businesses or straight to customers.


Already on HubSpot, ActiveCampaign, Mailchimp, or Shopify and it never got set up properly? We can fix what’s there instead of moving you. Same cleanup, same follow-up build, same training, and 30 days of support.

 - Straight answers

Questions founders ask about the systems setup

  • Which platform will you recommend?

    It comes down to who you sell to. B2B teams usually land on HubSpot because it grows with you and handles longer sales cycles well. Consumer-facing businesses like practices, studios, and service brands are often better served by ActiveCampaign or Mailchimp, and online stores usually pair Shopify with one of them. You’ll hear our pick on the first call and get the full reasoning in writing.

  • What if my data is a mess?

    Its ok! You are not alone with this. Most founders come to us with duplicates, missing fields, and years-old records. Cleaning it is part of the job, and we show you what we changed.

  • Will my team actually use it?

    That is the point of the training and the 30 days. Most systems fail because nobody was there when the first real question came up. We are there.

  • Can you connect it to my website?

    Yes. If you have the Brand & Website Build, the two are wired together so inquiries land in the system automatically. If you have another site, we can connect it or tell you what is needed.

Ready to get everything in one place?

Book a call. Tell us where your contacts live today and what keeps slipping through. We will tell you whether the Systems Setup fits and which platform we would start with.