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Fix what’s slowing you down

SYSTEM IMPLEMENTATION

We design and implement the core systems your business relies on, from CRMs to project management and internal workflows.

Systems We Implement

 

We implement and refine the core systems that keep your business running day to day. Whether you’re setting up a new platform or correcting an existing workflow, our focus is on functionality, structure, and long-term usability. 

We are systems agnostic and are able to implement all systems.

 

System types we support include:

 

  • CRM & Client Management Systems

  • Project & Task Management Systems

  • HR & People Operations Systems

  • Internal Operations & Workflow Systems

Platform Specific-Systems

ClickUp System Implementation

ClickUp is a project and task management system used to organize work, track progress, and manage day-to-day execution across teams. It replaces scattered task lists, email follow-ups, and disconnected tools with one centralized workspace.

 

This service sets up ClickUp so your projects, tasks, and workflows are clearly structured, easy to use, and aligned with how your business operates.

STARTING AT
$1,250

What Included

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Project & Task Structure

 

  • Set up ClickUp Spaces, Folders, Lists, and statuses to organize projects and ongoing work

  • Define task stages so work moves clearly from request to completion

  • Configure task ownership, priorities, and due dates

 

Workflow Configuration

 

  • Build task templates for recurring work and common processes

  • Set up intake or request workflows when needed

  • Configure automations to reduce manual follow-ups and task handoffs

 

System Guidance & Handoff

 

  • Document and training how ClickUp should be used across your team

  • Provide a recorded walkthrough of your ClickUp setup

  • Share usage guidelines to support consistent adoption

 

 

What’s Not Included

​

  • Ongoing task management or daily operations support (quoted separately)

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Timeline

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Standard implementation runs 4 to 6 weeks, depending on scope and responsiveness. Expedited timelines may be available for an additional fee and will be confirmed during onboarding.

Modern Office Space

What types of systems can you implement beyond ClickUp and Moxie?

We implement a range of business systems, including CRMs, project and task management tools, HR and people operations systems, and internal workflow platforms.

 

The goal is not the tool itself, but setting it up so it supports how your business actually runs.

 

Examples include CRMs like Dubsado or HubSpot, project tools like Asana or Monday.com, HR systems like Gusto, and internal workflow tools like Airtable or Notion.

How do I know if I need system implementation or ongoing operations support?

System Implementation is project-based and focused on setting up or correcting a specific system or workflow.

 

Ongoing Operations Support is for businesses that need continuous execution, system upkeep, and operational follow-through.

 

If you need a system built or fixed, you’re in the right place. If you need someone managing how work moves every week, that falls under our Operations tiers.

What happens if I’m not sure which system I need yet?

That’s exactly what the pre-assessment is for.

 

Before any implementation begins, we review your current tools, workflows, and bottlenecks to determine whether you need a new system, a refinement of an existing one, or a different approach altogether.

 

You won’t be pushed into a platform that doesn’t fit.

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Schedule a call first to discuss your current tech stack.

Moxie CRM Implementation

Moxie is a client relationship management system designed to manage inquiries, clients, projects, contracts, invoices, and communication in one place. This service is a full implementation of Moxie, configured to support your actual service flow and client experience.

 

We set up the system, structure the workflows, and prepare it for real use, so you’re not left guessing how it’s supposed to work.

STARTING AT
$1,485

What We Handle

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Branding & Client Portal Setup

 

  • Apply your logo, brand colors, and workspace styling

  • Configure a clean, professional client portal experience

 

Client Communication & Forms

 

  • Set up branded message templates for common client communications

  • Create and organize inquiry, intake, and feedback forms

  • Structure agreement templates for consistent use (formatting only, not legal review)

 

Pipelines, Projects & Scheduling

 

  • Build custom pipelines based on how your services are delivered

  • Create default project templates and timelines

  • Add and configure existing meetings and scheduling access

 

Payments, CRM & Ticketing

 

  • Assist with payment gateway setup (Stripe, PayPal, etc.)

  • Import and organize existing client records

  • Configure internal ticketing for client requests or support tracking

 

Training & Handoff

 

  • Recorded walkthrough of your Moxie setup

  • Basic usage guidance so you can manage the system confidently

 

What’s Not Included

​​

  • Ongoing task management or daily operations support (quoted separately)

 

Timeline

​

Standard implementation runs 4 to 6 weeks, depending on scope and responsiveness. Expedited timelines may be available for an additional fee and will be confirmed during onboarding.

Other Business Systems

In addition to ClickUp and Moxie, we implement and refine other core business systems based on your operational needs.
 
This includes CRM platforms, HR and people operations systems, internal workflow tools, and administrative systems that support daily execution.
 
These implementations are scoped and quoted after a pre-assessment to ensure the system, workflow, and level of configuration align with how your business actually runs.

Examples of Systems We Support

 

CRM & Client Management Systems

Systems used to manage leads, clients, contracts, and communication.

Examples may include Dubsado, HubSpot, HoneyBook, or other CRM platforms.

 

Project & Task Management Systems

Systems used to track work, assign tasks, and manage execution across teams.

Examples may include Asana, Trello, Monday.com, Notion, or similar tools.

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HR & People Operations Systems

Systems used to manage hiring, onboarding, payroll, and internal team records.

Examples may include Gusto, BambooHR, Paychex, or internal HR platforms.

 

Internal Operations & Workflow Systems

Systems used to manage internal processes, documentation, approvals, and reporting.

Examples may include Airtable, Notion, Google Workspace workflows, or custom internal tools.

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