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Services Details

Stacked Chocolate Chunks

Level 1: Business Essentials Launchpad

Build it Right from Day One

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For: Entrepreneurs & startups laying the foundation

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Core Services:

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  • Entity formation (LLC, Corporation, Nonprofit etc.)

  • Registered Agent service

  • EIN + DUNS setup

  • Documents Drafts (Employee's Handbook, etc.)​

  • Business Structuring & Development roadmap

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  • Custom website creation

  • Basic SEO optimization

  • Google Business Profile setup​

  • Business email + phone setup​

  • Intro to bookkeeping

  • Intro to Payroll

  • Intro to CRM

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Level 2: Growth & Profit Strategy Suite

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Scale Smart, Profit Strong

 

For: Businesses earning $500K+ and looking to scale

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Core Services: (Level 1 & 2)

  • Entity Structure Optimization – align your business for liability protection and long-term scalability.​

  • Collaborative Strategy with Advisors – integrated planning with your CPA, JD, or financial partners.

  • CRM Development & System Buildout – scalable CRM setup designed around your workflows and customer journey.

  • Operational Workflow Automation – SOPs and automations that streamline processes and free up team capacity.

  • Sales & Funnel Optimization – conversion-focused funnels and nurturing campaigns that maximize ROI.

  • Social Media Growth & META Ads Management – full-funnel ad strategy, campaign execution, and optimization to drive targeted traffic, leads, and revenue.

Level 3: Enterprise Command Center

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Lead with Systems, Scale with Confidence

 

For: Businesses generating $5M+, ready for serious systems and scale

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Core Services: (Level 1, 2 & 3)

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  • CRM Implementation at Scale – enterprise-ready systems customized for complex organizations.

  • Intelligent Workflow Automation – streamlined processes for leads, clients, operations, and support.

  • Sales Pipeline & Nurturing Optimization – maximize conversions with automated email/SMS engagement.

  • Multi-Entity Compliance & Integration – sync operations across multiple locations, divisions, or entities.

  • Executive Analytics Dashboards – profit centers, forecasting, KPIs, and decision-critical insights.

  • Enterprise Brand & Platform Evolution – full-scale rebranding, modernization, or replatforming.

  • Global Expansion Strategy – guidance on structure, compliance, and operations for national/international growth.

  • M&A & Market Readiness Support – data-driven insights to prepare for acquisitions, partnerships, or entry into new markets.

  • White-Label CRM Enablement – empower agencies and partners to launch their own branded CRM platform, complete with automation, funnels, and client management systems.

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