⭐ CRM Setup
& Management
Simple, stress-free customer organization for small businesses.
✨ CRM Setup — $99 (One-Time)
Get your customer system set up the right way from the start.
Includes:
CRM account creation
Importing customer lists
Organizing tags, groups, and segments
Setting up basic automations (welcome message, follow-up, etc.)
Connecting forms or website
Beginner-friendly training
Step-by-step “how to use it” guide
✨ CRM Cleanup — $49 (One-Time)
Perfect if your CRM is messy or confusing.
Includes:
Fixing duplicate contacts
Organizing tags/lists
Cleaning outdated info
Updating customer details
Basic structure improvements
✨ CRM Monthly Management — $49/month
Ongoing help keeping your customer info organized and up to date.
Includes:
Adding new customers
Updating contact details
Tagging and segmenting
Light automations
Monthly activity notes
Simple performance summary
CRM Add-Ons
Custom forms — +$15
Email or message templates — +$10
Customer survey setup — +$15
Staff training (20 minutes) — +$15
⭐ Customer Loyalty Setup & Management
Easy, affordable rewards programs that keep customers coming back.
✨ Loyalty Program Setup — $79 (One-Time)
Create a simple, effective reward system your customers will love.
Includes:
Designing your loyalty or rewards program
Setting up points, visits, or punch-style tracking
Creating reward tiers
Adding customers to the system
Branded reward card or punch card graphic
Explanation guide for staff and customers
✨ Loyalty Monthly Management — $49/month
Let me handle the tracking and updates so your loyalty program runs smoothly.
Includes:
Updating customer points or visits
Adding new customers
Tracking rewards earned
Sending reminders or “you earned a reward!” updates
Monthly top-customer summary
Promo suggestions to boost repeat business
Loyalty Add-Ons
Branded digital punch card — +$10
Loyalty sign-up form — +$10
Automated birthday or thank-you messages — +$10
Monthly loyalty newsletter — +$15