Automate More. Follow Up Faster. Grow Smarter.

Marketing Automation & CRM Setup

Professional marketing automation and CRM setup for local businesses in Bellevue and Belle Meade, TN—built to save time, convert leads, and keep your brand top of mind.

Still using sticky notes or spreadsheets to follow up?

It’s time to switch to a smarter system.

I help service-based businesses set up and use GoHighLevel CRM to streamline their marketing, automate follow-ups, and create a seamless customer journey. Whether you’re a med spa, wellness clinic, or solo service provider, we’ll tailor everything to fit your business, your goals, and your local audience.

1. GoHighLevel CRM Setup & Onboarding

Get your CRM working for you from day one. I’ll set up your GoHighLevel account, configure your pipeline, import your contacts, and brand your client communication tools. Then I walk you through how to use it, so you or your team can confidently manage leads, appointments, and messages—all in one place.

2. Automated Email & Text Workflows

Never miss a follow-up again. I’ll build automated email and SMS workflows to greet new leads, send appointment reminders, request reviews, and more. Each message is personalized and timed to feel helpful—not spammy. This helps you build relationships while you sleep.

3. Funnel & Lead Nurture Campaigns

Turn cold leads into loyal clients with smart funnels. I design and implement full nurture campaigns using landing pages, opt-in forms, and multi-step automations. These are ideal for promotional offers, waitlists, event signups, or ongoing lead generation in the Bellevue and Belle Meade area.

3. HIPAA-Compliant Automation for Health & Wellness

Serve your clients securely and professionally. For med spas, wellness clinics, and health-focused providers, I offer automation and CRM setups that follow HIPAA best practices. This includes using secure forms, consent tracking, and communication templates designed for compliance.

Why It Matters for Bellevue & Belle Meade

In tight-knit communities like Bellevue and Belle Meade, word of mouth is key—but automation keeps that momentum going. With the right systems in place, you can respond faster, stay organized, and give each lead a personalized experience without extra effort.

Ready to Automate Your Marketing?

I offer one-time setup services and monthly support packages for businesses that want to automate their outreach, manage leads efficiently, and grow without burning out.

PRICING

CRM & Automation Packages

Clear Pricing. Smart Setup. Local Support.

Whether you’re brand new to CRM tools or looking to upgrade your automation game, I offer flexible packages to fit your size, pace, and goals. All packages include local market insight for Bellevue and Belle Meade, with GoHighLevel CRM as the core platform.

Starter Setup — “Automation Essentials”

One-time setup to get you organized and running fast.

$750 one-time

GoHighLevel CRM setup (contacts, pipeline, branding)
1 email + 1 SMS workflow (e.g. lead follow-up, review request)
1 funnel/landing page with opt-in
Calendar + form integration
Basic onboarding tutorial

Growth Package — “Follow-Up System”

For service businesses ready to automate their customer journey.

$1,400 one-time

Everything in Starter
3 advanced workflows (e.g. missed call text back, abandoned inquiry, birthday SMS)
Lead magnet or freebie funnel
2-page funnel or waitlist campaign
HIPAA guidance for health/wellness businesses
Full onboarding walkthrough

Full Support — “Hands-Off CRM”

Monthly support to keep your CRM and automations running and improving.

$500/month (3-month minimum)

Includes Growth Package setup
Monthly workflow updates (up to 3 edits or new automations)
Monthly contact list clean-up + tagging
Email/text campaign planning
CRM reporting + optimization suggestions

Need Something Custom?

I can create a flexible plan that fits your team, your schedule, and your goals—whether you just need help getting started or want someone to manage everything for you.