Why This Saves You Money

Small businesses waste thousands every year on CRMs, form builders, schedulers, automation platforms, or email tools they barely use. I replace that stack with free, streamlined systems that give you the same outcomes without the recurring drain.

During your audit, I’ll also look beyond intake and newsletters — swapping out subscription forms, pop-ups, and other hidden expenses — so you keep only what works and stop paying for what doesn’t.

Example savings:

• $75/mo on intake + newsletters → $0/mo → ~$900/yr saved

• $97/mo on overbuilt CRMs → $0/mo → $1,164/yr saved

• $154/mo on CRM + email + scheduler → $0/mo → $1,848/yr saved

• …and sometimes far more when duplicate or unused tools are uncovered.

Every stack is unique, but the goal is always the same: keep the outcomes, cut the costs.

What I Can Implement After The Audit (Tailored To You)

• Intake → branded PDF delivered to your inbox for every submission

• Newsletter simplified → migrated to a no-cost plan with clean import + welcome email

• CRM-lite → a streamlined contact manager with tasks and simple pipeline

• Landing + booking page → professional, mobile-friendly page with integrated scheduling

• Pop-ups & subscription forms → refreshed designs that convert better without monthly fees

• Ongoing support or training → I can maintain your system hourly, or train — and even help you find and hire — a VA or team member to take it over.

(No pressure — you’ll still get the Save-Money Plan and can DIY if you prefer. Implementation is optional.)

FAQs

Do I have to switch providers?
Not always. If you need advanced features (complex automations, HIPAA, SMS campaigns), I’ll keep or downgrade the right tool. But for most businesses, we can cut recurring costs without losing function.

Will I lose anything if we go $0/month?
For intake + newsletters: no. You’ll still have branded forms, PDFs, and clean contact storage. If you rely on advanced features, I’ll flag them and recommend the most cost-effective option.

Will it still look professional?
Yes. Forms and pop-ups are modern, PDFs are branded, and everything is polished for your clients.

Can clients get a copy automatically?
Yes — each PDF can be emailed to you and optionally CC’d to the client.

Do I need a CRM?
Not for basic intake. But if you want simple contact tracking or a pipeline, I’ll wire a free option.

Timeline & Investment
Most builds can be done in 2–3 days once I have your form link, logo, and recipient emails.
Your one-time investment is usually less than what you’ll save in just the first few months. Even complex builds typically pay for themselves in under 90 days.

What do I own afterward?
Everything — it all lives in your account, including forms, templates, automations, and folder structure.

Can you also help with ongoing tasks like newsletters?
Yes. After I streamline your system, you can:

• Keep me on hourly for consulting, newsletters, or tech fixes, or

• Have me train — and even help you find and hire — a VA or team member to handle the day-to-day confidently.

Either way, you’ll spend far less than expensive subscriptions or overpriced outsourcing.