• Clarity Session
  • Signature Offer Questionnaire
  • Client Process Mapping Session
  • Visual Client Process map
  • Custom Implementation Plan
  • Workflow Guide 
  • 30 Day Implementation Support
  • 30+ Canned Email Templates
  • Recorded Walkthrough Videos
  • 60min Systems Coaching Call
  • Exclusive Early Bird Pricing for 2022 Retreat

Together we will bring clarity and strategy to a your client process which will be customized for your businesses needs. You will receive an implementation guide to help you input all the details into your preferred CRM. We will ensure to add elements that will help you streamline your back office to intake, onboard and offboard with ease. Both you and your clients will feel confident the entire way through. 

This is for my business owners who are ready to elevate and automate their client processes. This is a complete suite of everything you need to move forward with building and implementing your process into your CRM. 

Investment | $2497

client Process
Strategy Session

VIP Strategy & Implementation

This is for my business owners who are ready to have their client processes elevated and automated but don't have the time or desire to do it on their own. 

Signature Offer

This offer is complete with everything you need for us to strategize, build and implement your signature client process on your behalf. You will walk away with an amazing fully setup CRM to partner with your amazing signature offer. Designed to help you convert leads into closed sales, raving reviews and automation that allows you to run your business on autopilot. 

Investment | $4997 (payment plans available)


  • Clarity Session
  • Signature Offer + Prep Questionnaire
  • Client Process Mapping Session
  • Visual Client Process map
  • Full CRM Setup (Package & Payment Plans, Appointment Links, Canned Emails, Designed Forms, Automated Workflows and more...)
  • Recorded Walkthrough Videos
  • 60min Offboarding & Training Call
  • 30 Day Troubleshooting Support
  • Exclusive Early Bird Pricing for 2022 Retreat

You are ready to learn and operate in a more effective and efficient way in your business so that you can scale without overwhelm.

You are ready and open to creating a more referable client experience that matches the seamlessness of your offer.

You understand and recognize the value of an intentional and strategic client process and implementation plan and will to invest in it.

The Offer is for you if...

The Offer is not for you if...

You are not willing and committed to showing up and providing essential brand/offer details by project deadlines. 

You are ONLY open to your personal preferences and not my professional recommendations based on my expertise or what may appeal to your ideal clients 

You or your brand does not align with our values of honesty, integrity and respect. 


Ready to get started?

Alright, now that we have mapped it out. It's time to start building your workflow elements. This is where my team will work on your emails, proposals/form designs, CRM settings etc.. everything will then be submitted to you for review. 



Our live strategy session is among us. (whoo hoo!) During this time we will begin to discuss you intake form and map out your entire client process "on paper" from beginning to end. Yup, every email, form, and experience element will get mapped out.



your vISION

First things first... before we begin I want to get clear on your brand vision and offer. This is where you will receive your first questionnaire for a little pre-work before our first live session. Don't cry, I promise it's not that bad. 


about the process

How it Works


Yay! You have approved all of your workflow elements. We will now get into our favorite part which is implementation. This is where we get to input everything we've built out and activate those automations!



Whew me made it! During this last phase we will come together walkthrough, test and train. This will help us to ensure you are confident and ready to make your new signature process live for your clients to experience.



"Geretta has a gift of putting all of the thoughts in your head onto paper, and making them make sense! She has given me and my business a greater confidence, while teaching us a new skill along the way. We appreciate her focus on authenticity, and the drive to make sure that our clients not only see an organized process, but who we are as the heartbeat of our business."

- Nickie, New Jersey

Plus one more testimonial in case you need it... 

Let's get started!

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