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SERVICES & OFFERINGS
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Back-end systems set up to organize, streamline and automate your client process

Kelp Collective CRM client management systems set up

DOES THIS SOUND LIKE YOU?

You're a service-based business and have no  system set up to manage your client experience

You spend hours replying to enquiries, sending contracts and proposals, or setting up calls

You're a coach or educator and you want to build a bespoke platform for your  offerings

Kelp Collective CRM client management systems set up
why

As a service provider or coach, streamlining your client process will save you so much time and improve your customer experience.

Imagine having the cogs of your business turning all by themselves, as you switch the entire client management side of your business on autopilot. Getting back all those hours you spend writing invoices, chasing payments, sending contracts back and forth, compiling proposals, and replying to enquiries. And on top of all of this, having all these aspects of your business all accessible through the same platform. 

what

Back-end systems set up using an online client management system to streamline and automate your client process

This includes for coaches:

  • Full client management system set up using Kajabi

  • ​Organizing digital products or courses

  • Sales pages, email automations, funnel set up and checkout processes

This includes for service providers:

  • Full client management system set up using Dubsado

  • Workflow organization and creation

  • Automated forms, proposals, all schedulers and contracts

  • Streamlined client process

how

Fill out an enquiry form, and I'll get back to you with the next steps to proceed. We'll jump on a discovery call to go through the requirements for your service-based or education business, and I'll send you a contract and package for you to approve.

To kickstart the CRM package, we'll have a workflow mapping session to go through your requirements, and I'll design a platform that’s a perfect match for you and your business.

Duration: 1 month in total, including onboarding and offboarding calls (plus an additional 30 days post-setup email support)

Prices start from £1,200

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CLIENT LOVE

When I started working with Laura in July 2023, I was spending over 2 hours a day going through emails, trying to book clients in manually, forgetting to follow up...

It was chaos and I was spending so much time doing admin and leaving money on the table because I couldn't keep up.

 

Within a couple of weeks of working with Laura, I had automated emails, a client management system that reminded us when to follow up, a smooth way to get clients booked in without double booking... and I didn't need to spend any time doing any of those tasks.

 

It unblocked so much time for me to focus on revenue-generating work and it has allowed me to scale in a way I couldn't have dreamed of!

OFELIA BOTELLA, WEDDING STATIONERY DESIGNER

Kelp Collective CRM client management systems set up
design

Visualising your brand into marketing materials and creative resources

Bringing together marketing and design to create graphics that represent your brand identity

Canva templates, digital marketing materials and branding assets

marketing

Uplevel your business with elevated and structured marketing services

Content marketing, blog posts,  

email marketing and newsletters. Email automations and nurture sequence set up

Social media strategy, content creation and scheduling

outreach

Growing business relationships. 

Outreach to relevant contacts to introduce your business, build relationships, and increase brand awareness 

Collaborate with industry professionals, increase exposure about your service or brand

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