Smarter systems, smoother days,

and more flow in your business.
That’s the Charmed way.

The goal is simple:

To create clarity, organization, and calm in your business

so you can focus on growth, connection, and what truly matters.

Scope of Services

CRM Setup & Organization

Build a strong foundation for your business — one that’s structured, strategic, and easy to manage.

Your CRM should be your command center — where every lead, client, and opportunity is neatly organized. I’ll help you design a system that not only works but makes sense to you and your team.

  • Complete HighLevel account setup

  • Creation of custom pipeline, tags, and custom fields according to your business needs

  • Organized contacts and segmentation by client stage, service type, or status

  • Setup of calendars, forms and/or surveys

What You’ll Get:

  • A clean, structured CRM that keeps your communication organized

  • Clear visibility of where every lead or client stands

  • Time saved on manual tracking and follow-ups

Workflow Automation

Because your business should run smoothly — even when you’re not working.

Workflows bring consistency, precision, and calm into your daily operations. I’ll help you automate repetitive tasks so you can spend less time on admin and more time on growth.

What’s Included:

  • Lead capture and nurture automation (from forms or ads straight to your CRM)

  • Email & SMS sequences for follow-ups, onboarding, and client retention

  • Appointment reminders and rescheduling workflows

  • Onboarding systems for new clients or leads

  • Tag-based automations for contact segmentation and updates

What you'll get:

  • A complete end-to-end client journey automated inside HighLevel

  • Consistency across all your interactions

  • Fewer manual tasks and smoother daily operations

Pipeline & Calendar Management

See your client journey clearly — from first inquiry to booked call to long-term relationship.

No more guessing where leads are in your process or double-booking calls. I’ll help you build a clear system that keeps your leads organized and your schedule under control.

What’s Included:

  • Custom pipeline creation for services, programs, or client stages

  • Calendar integration and syncing (Google, Outlook, or GHL native)

  • Automated appointment workflows - confirmation, reminder, and follow-up

  • Pipeline triggers for lead movement and automated actions

  • Dashboard overview of leads, clients, and performance metrics

What you'll get:

  • A visual overview of all client and lead activity

  • Fewer missed opportunities or leads slipping through the cracks

  • Organized, easy-to-track sales and onboarding processes

Client Communication Systems

Create a client experience that feels thoughtful, organized, and professional — without extra effort.

From onboarding to follow-ups, I’ll help you build automated yet human-feeling systems that keep your clients informed, supported, and impressed.

What's included:

  • Automated messaging setup via SMS, email, and pipelines

  • Message templates for follow-ups, feedback, and reminders

  • Custom onboarding and offboarding sequences

  • Centralized communication system inside HighLevel

  • Client satisfaction workflows and post-project follow-up automations

What you'll get:

  • A seamless client journey from inquiry to completion

  • Stronger client relationships through consistent communication

  • More time to focus on service delivery, not admin

Operations & Admin Support

Behind every smooth business is a reliable system — I’ll help you build yours.

Whether you’re managing multiple clients, offers, or a small team, your backend systems should give you peace of mind — not stress. I’ll help you design structure, visibility, and automation that supports your business long-term.

What's Included:

  • Client portal setup inside HighLevel

  • SOP tracking via Notion or other integrated apps

  • Form and document automations for onboarding or reporting

  • Internal task automations for recurring workflows

What You'll Get:

  • Organized backend operations

  • Clear visibility into your business performance

  • Less micromanagement and smoother collaboration

Course & Community Creation

Turn your expertise into an experience your audience will love. I’ll help you set up and launch your courses and private communities inside GoHighLevel — so everything looks great, runs smoothly, and delivers real value to your students or members.

No tech overwhelm, no messy setup — just a clean, easy-to-manage learning space that reflects your brand and keeps your audience engaged.

What's Included:

  • Course setup and module organization inside GoHighLevel

  • Uploading and structuring lessons, videos, and resources

  • Student access setup and tiered permissions

  • Branded course or community portal design

  • Progress tracking and completion automations

What You'll Get:

  • A beautifully organized space that’s easy to navigate and manage

  • More engagement and stronger connections with your audience

  • Confidence knowing your students have a smooth, professional experience

Add-On Services

Need something custom?

Let’s tailor your setup

Email Marketing & Campaign Automation

Client Portal Customization

Dashboard Creation & Reporting

Funnel Setup for Lead Generation

Online Course Platform Integration or Setup

Let’s Build Systems That Feel Good

and Work Beautifully

© Copyright Charmed Digital Studio

All rights reserved.