More Organization, Less Overwhelm

I’ll help you get back to doing what you love the most—creating!

Systems Set-Up Services

Running a business can be overwhelming, especially when 90% of your time is taken up doing boring administrative work instead of what you’re passionate about.

If you don’t have a good system set up:

Hi, I’m Azalea, your business bestie, a sales guru, and business organizational expert all rolled into one high heel loving maven! I’m obsessed with workflow and organization and using a CRM system has been the glue that holds my business empire together while I focus on wowing my clients.

I offer a range of services to help you get up and running, stay organized, and turn a serious profit!

Ultimate

17 Hats VIP Workday

Set up systems that support your business and save you time! After the 17hats VIP Workday, you’ll walk away with 3 workflows that make each client feel like your favorite client while taking tons of work off your to-do list. You’ll receive the full system setup for your business plus workflows for lead management, client onboarding, and client off-boarding.

Best

I Want It All Azalea

Is your first thought when sitting down to set up your CRM “ain’t nobody got time for that”? Then this package is for you!

Whether you’re starting entirely from scratch or switching from one CRM to another, I’ll take care of everything for you. With this full service, I set up everything on the backend—like importing clients, contracts, workflows, and questionnaires—while you take care of all the fun stuff.

$1500—If you’d like for me to walk you through 17Hats and show you how to use your brand-new system, check out my 17hats VIP Workday!

Better

Get Me Started Azalea

Need help getting started before you tackle the rest? This is the package for you! I’ll do most of the work, so there’s less for you to do later. After I’ve set up your CRM, I’ll walk you through it and show you how to use your new system! The Cost is only $1000. This includes up to:

Good

D.I.Y. (Do It yourself)

Only need a bit of guidance and a solid foundation to build on?

With the DIY package, I talk you through any concepts you need help with and prepare you to tackle your CRM yourself. Consultation cost is $150 per hour with a 2-hour minimum. Below is a list of Add-Ons available.

Workflows

Custom workflows created/installed

$300

Workflow/Automation Enhancement

For established workflows and automations that need to be tweaked for a little refresh and added efficiency.

$197

Clients

All client data transferred (Current and Past)

$200

Questionnaires

Custom Design and Implementation

$250

Email Templates

All of your current email templates installed

$199

Quotes/Contracts

Custom designed quotes to match your brand

$300

Schedule a Consultation

Not sure which CRM is the best fit for your business? Or do you have a CRM and just don’t have the time to set it up? Let’s chat for 20 minutes about your specific needs and I’ll tell you which CRM is the best fit for you!

FAQs

What is a CRM?

A CRM is a Client Relationship Management system. These systems have a variety of different functions including invoicing, contracts, questionnaires, bookkeeping, and more. These features vary from system to system.

Do I need a CRM?

As a business owner, you are responsible for EVERYTHING. As your business grows, your responsibilities grow alongside it. The more responsibilities you have, the more important it is that you stay organized so you can provide your clients with a great experience. CRM systems help you manage your day-to-day tasks and so much more. I would recommend that if you’re just starting out and have a consistent client base, you get a CRM as soon as possible to keep you on the right track as your business grows.

Which CRM systems do you currently work with?

I am currently working with 17hats. More will be added in the future, however this is the one that I am currently specializing in.

*Azalea McKinney is independent of 17hats and is neither directly affiliated nor funded by any of this organization.