Claim my beta spot

THE CRM SET-UP

A project you walk away from with a client experience that blows clients off their socks, a process that runs smooth as butter behind the scenes, and your admin to do’s cut by 90% ;)


For the founder who has a solid client process, but is ready to have automations in place to do the heavy lifting, while they focus on their craft & business growth.

Beta pricing available for the first 3 spots only — almost half of the original investment

— hop off a discovery call and be able to send their proposal, contract, and invoice within the span of 10 minutes, then move on with your day. 

— feel confident in your client process because you know exactly what’s happening at all times. 

— have your client experience reflect the quality of work you KNOW you provide for your clients.

— have automations customize all info to the client the moment they inquire, without you lifting a finger. 

— have reminders going out automatically without you having to mentally keep tabs on all moving parts within your process. 

What you want, is to...

— are tired of spending weekends putting together custom proposals

— feel like you’re reinventing the wheel each time you get a new inquiry

— feel insecure about the experience you’re providing, whenever you’re struggling to keep up with admin

— are done customizing every proposal, contract, invoice, and email with clients’ info. 

— don’t want to constantly check if Client A filled out their questionnaire, or if Client B has paid their invoice, or if you still need to send Client S the contract yadayadayada

Hands up if you...

As an OBM & systems specialist I’m constantly knees-deep in my client’s backend operations.

One of the main things I do? Setting up and maintaining their CRMs. And after over two years of doing that for my retainer clients, I decided it was about time to offer my expertise to business owners in all stages of their business.

That’s how this one-off project offer came to be! I want to be able to serve founders who don’t want a monthly commitment but would still benefit so much from having their CRM and automations set up.

If that sounds like you, you’re in the right place ;)

Fantasy book enthusiast, lip balm addict, and OBM to cool entrepreneurs like yourself ;)

Hey friend, I'm Habiba

SIGN ME Up

In a nutshell: you get my full attention on your CRM of choice. A complete setup from writing the email templates, to designing the forms, to building and testing the automated workflows.

You walk away with an on-brand, fully automated client process that will:

  • Get you literal hours of time back every single week
  • Make you feel confident that the experience you provide is just as impressive as the results you deliver
  • Stop you from constantly worrying you've forgotten something
  • Give you the headspace to focus on your craft and your growth
  • Get you out of the day-to-day admin so you can build toward the business and life you actually want

BUT WHAT IS IT?

Okayyy

Let's do itttt

Investment: 1800 Euros, payment plans available

Project Timeline: 5-6 weeks

The Deliverables: 

  • Workflow Strategy Call (90 min)
  • Workflows built for up to three services
  • Workflows Strategy Mapping
  • Email Templates copywriting
  • Setting up your Dubsado account settings
  • Designing semi-custom Dubsado forms in your branding
  • Revisions for both the email templates and form designs
  • Hand-off call where I walk your through your new account
  • Library with tutorials on how to use your workflows
  • 2-months of Slack support post-project

Here's what's included

Beta pricing available for the first 3 spots only — €1000 instead of €1800.

CLAIM MY BETA SPOT

Let's transform your backend so it makes tackling on and offboarding feel like a breeze. No more sacrificing weekends to catch up on admin - that’s what solid backend automations will take care of from now on ;)

It's time you stop pretending spending a whooping 5 hours on admin is normal

When I say a CRM can change your life, I want you to picture this: 

You’re on your daily walk, and get a notification that the potential client you talked to last week signed their contract, paid the deposit and is already being onboarded by ‘’you’’ ;)

You just got off a sales call, and within ten minutes, with just a few clicks, you sent them a branded, custom proposal that outlines all the info they need to make a purchasing decision.

You’re working on client projects that light you up, while payment reminders are being sent out, onboarding info is being shared, calls are being scheduled, all without you having to lift a finger.

A client inquires, and within the same minute they receive an email letting them know you will review their inquiry, so you stay top of mind.

To get the best possible result out of this project, a collaborative process is a MUST. Nobody knows your clients, your brain or your business as well as you do. So in order for your CRM to work for how you specifically run things, I need your brain and input throughout the entire process. :)

Time I let you in on how to get the most out of this investment

a collaborative approach >>

We get on sign-off call where I show you how to navigate your newly set up CRM. You also receive a tutorial library for common questions. Post-call you have another 8 weeks of chat access to me! :)

Wrap-up

06

This is where it all comes together. I take everything we’ve built and set it up as an automated workflow, then fire a few test rounds to make sure it all works like intended. :)


Automations

05

I design all the forms needed for your workflows — proposals, contracts, questionnaires, feedback forms, lead capture. You review and leave feedback, I revise until we nail a design you love.

Design Forms

04

I write all email templates needed throughout your workflow. You get to review, then we revise until we land on a tone that sounds just like you. 

Email Templates

03

We get on a call to strategise how to improve your current workflow. I then visually map your entire client process from inquiry to offboarding for you to approve before we build anything.

Workflow Mapping

02

You fill out a questionnaire to help me understand your process in detail & upload all of your brand assets to our shared Drive. We collaborate in a shared Notion space and on Slack.

Onboarding

01

SECURE MY SPOT

A CRM setup with me is a 5-6 week long project, built in six phases: 

The Process

  • You're looking to keep everything in your business the same, even if some of your systems are not serving you or your clients as well as they could be

  • You already have a fully optimized and set up CRM you're happy with 

  • You're not ready to allocate 2-3 hours over the course of our project together 

  • You don't have a clearly defined offer yet

My CRM Set-up is NOT the right fit for you, if:

  • You're not afraid to change up your current systems for more efficiency 

  • You want to automate your client process

  • You're available throughout the 6 weeks to share your input 

  • You have a clearly defined offer and a client process, but want it to be more streamlined 

My CRM Set-up is the right fit for you, if:

Find out if this is the right fit for you :) 

Inquire now

I believe that every project is a chance to learn, grow and kick it up a notch. I don’t settle and  I always search the best way to get it done for my clients (friends, partners, biz buddies...)

I'm dedicated to helping you achieve what your vision of sucess is.

This is the first time I'm offering this as a standalone project. The beta price reflects that — same quality, same process, same results, just a lower investment while I fill my first spots. Once the three spots are gone, the price moves to €1,800.

Why the beta price?

I don't custom code the form designs. I buy coded templates from brands like @thepassionscollective which allow to add your brand fonts. This would be involved in the price. However, if you're looking to have fully custom coded form designs, we can talk about it on our discovery call and potentially arrange a different service provider to take over that part (this would raise the pricepoint). 

Do you custom code the form designs? 

You'll need to be available for our kick-off call, feedback rounds on the email templates and form designs, and the handoff call. Outside of that, I handle the bulk of the work. Plan for roughly 3 hours of your time spread across the 5-6 weeks. :)

How much of my time does this require?

Absolutely. A lot of founders have a CRM but it's either not set up properly, barely automated, or hasn't been properly touched since they first created an account. If your CRM isn't doing the heavy lifting it should be, this project is still very much for you. We audit what you have and build from there.

I already have a CRM — can I still benefit from this offer?

Dubsado and HoneyBook are the platforms I'm most familiar with. However, I
if you're using something else, DM me and we can chat about whether I can help. Everyone runs their business differently, so being a self-motivated learner is just part of the job ;)

Can you set up a CRM other than Dubsado or HoneyBook?

If you're like ''I get this is supposed to change my business, but what even is it?'' — I totally get that, because that was me a couple of years ago haha. A CRM (client relationship management system) is a way to manage and keep track of all of your clients in one place. You send proposals, contracts, invoices, call invites, and all emails relating to on and offboarding from here — instead of needing multiple platforms.

What on earth is a CRM???

Email me

You got questions? Here you go friend. And if you still have questions, please feel free to email me or write me a dm :)

FAQs

LET'S GOOOO

Time to cut your to do list in half

*slowly pulls out kitchen scissors*

Let's do this