System Setup
Simplify Your Tech. Scale with Confidence.
You’ve got a handful of platforms—HoneyBook, Flodesk, Calendly, maybe a course platform, too—but none of them are fully set up, let alone connected. Things kind of work, but only when you’re manually piecing everything together.
If you’re being honest, your tech stack feels more like a stack of sticky notes than a real system.
here’s the hard truth:
When your tools don’t talk to each other, you lose time, energy, and credibility. You’re stuck doing repetitive tasks that should be automated. Clients get delayed emails, or worse, fall through the cracks completely.
Maybe you’ve got a CRM in one tab, an email list in another, and a calendar tool that almost works. But nothing’s connected. You’re juggling tasks, doing things manually, and wondering what you’re missing.
It’s not just annoying—it’s costing you sales, efficiency, and peace of mind.
What You Really Want?
A back end that just works.
Connected, streamlined, and set up to support your business. No chaos. No guesswork.
Client conversion on autopilot
Let smart automations nurture leads and book clients while you focus on your magic.
More space to do what you do best
Less tech stress. More time to lead, create, and grow. When your platforms work in harmony, you show up with clarity and ease.
The Right Systems Change Everything
When your tools work together, everything runs more smoothly—freeing you from hours of manual tasks every single week.
When platforms are connected properly, you’re not only more organized, you’re building trust through a smooth, polished client experience.
And that? Converts.
Depending On Your Needs, Your Setup Might Include:
CRM Systems
Scheduling Tools
Email Marketing
E-Commerce
Integrations
Training & Documentation
Not sure what you need? I’ll help you figure that out, too.
How It Works
Discovery & Strategy
We’ll map out your goals and identify the right tools to support your business.
Setup & Integration
I’ll set up your tools and systems with strategy, care, and customization.
Walkthrough & Support
You’ll walk away with systems that feel intuitive, connected, and easy to manage.
“Madison is truly the best friend my business never knew it needed.”
— Ali
What you'll walk away with
The Results You'll Get:
A streamlined, professional backend that supports the way you work.
Seamless systems that connect beautifully behind the scenes.
A smoother, more elevated client experience that builds trust and saves time.
Automations that save you hours, freeing you up to do more.
Peace of mind knowing your platforms are set up correctly and ready to grow.
“I really appreciated Madison’s attention to detail and her explaining everything I needed to know to thrive and be successful.”
- Amanda
“Because of Madison, I was able to expand to a larger audience and put systems in place that made me feel confident, at ease, and organized.”
- Ali
Choose the setup package that fits your business
Starter Setup
1-2
platforms
Includes:
CRM and/or email setup
Custom branding applied
Basic integrations + setup support
One training video
Streamlined Ops
3-4
platforms
Includes:
CRM + email + scheduler setup
Branded client experience across platforms
Inquiry → Booking Workflow Automations
Two training videos + platform walkthrough
Systems Pro
5+
platforms
Includes:
Setup for CRM, email, scheduling, checkout, etc.
Analytics setup + tracking guidance
Branded full client-journey automations
Up to three training videos + documentation
Support Retainers Available:
Need extra hands after setup? Support retainers offer peace of mind as your systems grow and evolve.
Frequently Asked Questions
I’m not sure what platforms I need. Can you help with that?
Absolutely. We’ll start with a strategy call to understand your goals, workflows, and what’s working (or not). I’ll recommend the best-fit tools for where you are now and where you want to grow.
Do I need to have everything set up already?
Not at all. This service is designed to help you start from scratch or clean up what’s already in place. Whether you’re brand new to systems or switching platforms, I’ll meet you where you are.
What platforms do you work with?
I work with a wide range of tools, including HoneyBook, Flodesk, ConvertKit, Calendly, Shopify, Zapier, ClickUp, Asana, and more. If you’re using something different, I’m happy to explore it with you.
How long does setup take?
Most projects wrap in 2–4 weeks, depending on scope, platform count, and response times. I’ll provide a clear timeline so you know exactly what to expect.
What happens after the setup is complete?
You’ll receive custom walkthrough videos, relevant documentation, and 30 days of email support to help you get comfortable with your new systems. Ongoing support retainers are also available if you’d like continued hands-on help.
Can you integrate my systems with my website?
Yes! If you’re using platforms like Showit, WordPress, or Kajabi, I’ll help connect your CRM forms, email opt-ins, scheduler, and more, so everything flows seamlessly from front end to backend.
Will this help me get more clients?
It absolutely can. When your backend is organized and automated, your client experience becomes smoother, faster, and more professional, which builds trust and makes it easier for people to say “yes.”
I already have some things set up; can you work with what I have?
Yes. If you have partial setups or existing accounts, I’ll evaluate what’s worth keeping, what needs updating, and how we can optimize everything to work together seamlessly.
What if I’m not ready for all the bells and whistles?
No problem. That’s why the packages are tiered. We’ll keep it simple with just the tools you need right now and make sure it’s scalable when you’re ready to grow.
Can you help me choose between tools like HoneyBook and Dubsado?
Definitely. If you’re torn between platforms, I’ll walk you through the pros and cons based on your business model, tech comfort level, and goals.
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@madisonkinnard
