Service Business Backend Reset Intensive CRM Structure. Automation Clarity.

This is a private, small-group backend systems intensive for service-based business owners who are generating revenue — but know their operations are too manual, scattered, or dependent on memory.

If leads come through DMs, texts, email, or your head…

If follow-up is inconsistent…

If you feel like growth is increasing chaos instead of control…

This session was built for you.

This is the Founding Round of this workshop format. Seats are intentionally limited to four participants so we can work directly inside real businesses — not teach theory.

✅ WHAT THIS SESSION IS

A guided working session designed to help you:

• Map your full client journey from inquiry to payment

• Identify where follow-up breaks down

• Spot hidden revenue leaks

• Define your CRM pipeline structure

• Clarify what to automate vs. what to simplify

• Create operational visibility

This is not a lecture.

This is not a motivational workshop.

This is a structured backend reset.

You will actively work through your own systems.

✅ WHAT YOU CAN EXPECT

During this session, you will experience:

• A clear framework for backend structure

• Real examples of CRM and automation architecture

• A breakdown of how structured systems support revenue

• Honest feedback about where your process is breaking

• A defined next step path — whether DIY or implemented

✅ WHAT YOU’LL LEAVE WITH

• A mapped client flow from lead to delivery

• A visible breakdown of your operational gaps

• A defined CRM structure outline

• A 30-day backend improvement plan

• Clarity on whether implementation support is needed

Because attendance is capped at four, you will receive direct feedback on your specific business model.

✅ WHAT TO BRING

• Your laptop

• Access to your booking system or CRM (if you have one)

• A clear understanding of your current services and offers

This is an active working session. Bringing your laptop allows you to map and evaluate your real client flow during the workshop.

✅ Founding Round Access

This March 12 session is the first live version of this backend reset format.

Participants will receive:

• Priority access to CRM implementation support

• Application credit toward CRM setup if moving forward

• Early access to future in-person system training sessions

This is not required.

But it will be available.
This Founding Round session is $27 per seat.

Because this is our first live version of this backend reset format, we are keeping access intentionally accessible while refining the structure.

Your $27 investment is credited toward any CRM implementation service if you decide to move forward within 7 days of the workshop.

Seats are capped at 6 to maintain a working-session format.

Info: We’ll begin with structured introductions where each participant shares:

• How leads currently come in
• How clients are tracked
• What happens after someone says “yes”
• Where follow-up or visibility feels unclear

This collaborative opening gives us a clear view of how each business is operating and where backend structure may be missing.

Info: We’ll walk through the most common operational breakdowns service businesses experience, including:

• Manual follow-ups
• Missed lead tracking
• Inconsistent booking processes
• Payment friction
• Lack of reporting visibility

You’ll begin identifying which of these may be affecting your business.

Info: This is an active working session.

You’ll map your real client flow:

Inquiry → Follow-Up → Booking → Payment → Service Delivery

Together, we’ll identify:

• Delays
• Manual processes
• Untracked stages
• Opportunities to simplify and streamline

Info: You’ll see a practical walkthrough of how organized backend systems operate, including:

• Clear pipeline stages
• Automated follow-ups
• Booking confirmations
• Payment triggers
• Basic reporting visibility

This is not software training — it’s structural clarity.

Info: We’ll close with a practical discussion on:

• What it realistically takes to implement structured systems
• Where most DIY backend builds stall
• What guided implementation options look like

You’ll leave with a defined next step for your business — whether that’s self-implementation or structured support.

Event Venue & Nearby Stays

Roam Galleria, 3101 Cobb Parkway Southeast, Atlanta, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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