Projects - The Systems Witch

Project-Based Support

These packages are offered on an as available basis only and generally have a finite start and completion date.

We’ll start with a complimentary call to lay out the project objectives and goals. Then, within 2 business days, I’ll send you a proposal that includes a detailed step-by-step action plan and the project fee.

90-minute Breakthrough Strategy Session

Have a project or idea in mind, but not sure about how to get it done?

In this 90-minute Breakthrough Strategy Session you can bring any questions you have about systems, team, projects or ideas you have that you’re not sure how to get them from concept to execution.

You’ll get clarity on what needs to happen to realize your vision and you’ll walk away with an actionable plan. You’ll receive a detailed report within 24-hours of the call that you can share with your team.

Infusionsoft/Keap Consulting & Support

Hourly packages for Infusionsoft/Keap Support for consulting, special projects, training and campaign build-outs.

Of note, I have been working with Infusionsoft by Keap ® for over 10 years and became a Certified Consultant in 2016. I have completed beginner and advanced level training in Infusionsoft by Keap ® and I’ve completed Infusionsoft set-up and transition projects and love using the Campaign Builder to manage the marketing funnel and sales process.

This service is best for business owners who have already completed their Kick-Start package and need a little extra support.

I start with a 30-minute Consultation to assess your needs and then follow-up with a plan to achieve your goals!

My Infusionsoft Consulting + Implementation rate starts at $45/hour, offered in packages starting at 5 hours/month.

Team Building

Ready to expand your team but not where to start? I can support you through the entire process.

We’ll start with a needs assessment for your business, develop role descriptions for the roles you need now and for future growth and I’ll give you my 7-Step process for building your team.

Or, I can manage the entire recruitment and hiring process on your behalf.

I believe in partnering, not hiring.
Here’s what I mean by that.
(click to read more)

Systems Set-up + Training

Has your coach challenged you to get that project done, but you’re not sure of the “how” or the “what”? Or do you have some fantastic ideas that you want to get started on in your business right now, but don’t have the team capacity to start? I can help!

I will work with you to select and then implement the systems that fit your project needs and budget. And I’ll train you or your team on how to use them.

Need help defining and optimizing a solid process that can be handed off to your team members? I’ll work with you to understand your vision and then lay out the system, tech and process to achieve your goals so that you can send it off to your team to get it done!

Example Systems Projects:

You’re ready to launch your first online coaching or training program and need to figure out the tech, systems and processes to make it happen.
Your inbox is flooded, you’re overwhelmed, and customer emails are getting dropped or worst, lost. You need to develop a system to manage your client journey!
You’re ready to launch your first podcast and need help identifying the strategy behind the launch, the set-up and how to schedule and manage the content on an ongoing basis.
You know you should be measuring business activities so that you can make informed-decision, but you’re not sure which metrics you should be tracking, how to measure them or how to view them in an easy to understand format.

Client Raves

Crystal is incredibly organized and makes perpetual progress on every project. By that I mean, even when there seems to be nothing, in my mind, to do on a project, Crystal either anticipates next steps (with incredible accuracy) and does them, or brings information to the next meeting that helps expedite my decision making.

Crystal is great at getting a project in motion, even when all the details aren’t fleshed out. She does not need to wait for every little thing to be handed to her. Rather, she sets to work quickly, identifies unknowns as she goes, and either solves them or brings back smart and well thought out questions whenever she needs answers/direction from me.

She is particularly gifted at managing the big picture, while also making sure no details get left behind. This is a skill I have rarely encountered, and Crystal has it in spades.

As a solopreneur, one of the biggest challenges is finding a resource who really cares about your business. Someone who believes in your cause and who feels a real sense of ownership in your venture.

Crystal fits that description exactly. She’s become much more than an OBM in my business. She’s one of my key trusted advisors. Her operational expertise, combined with her strategic thinking and overall street smarts makes her an invaluable team member. It’s a rare balance of skills. Plus, her work ethic is one of the strongest of anyone I’ve worked with. I feel blessed to have her working with me.

Crystal, I can’t thank you enough for all the help you’ve given me in creating and launching the Mom Biz Academy. You are an expert and a true professional. I so appreciate being able to rely on you!

Crystal is an incredible service provider – I know this not only through my personal interactions with her via various online platforms, but through my interactions with at least two of her clients during a book launch she was helping to orchestrate (this included webinars, live calls, social media interactions, etc.). Crystal is not only ultra-professional with clear, responsive communication and the ability to get things done but she is a really nice person as well 🙂

Infusionsoft = Confusionsoft. Not to Crystal. I loved working with Crystal on setting up a new Infusionsoft account and linking it to sales funnels. I have yet to meet someone with such high integrity and work ethic. She took responsibility and got it done. We encountered technical difficulties she managed support on different platforms above and beyond Infusionsoft. No request was too much, she got it done and has amazing followup and support in place for the future. She took the job on as if it was her business. So rare today. She is on our team as the Infusionsoft expert! Thank you, Crystal.

Online Business & Operations Management

Online Business & Operations Management

Project-Based Support

Client Raves