New Entrepreneur
Systems Set-Up

Get the most important systems as a
new entrepreneur set up and ready for you to use
with the knowledge you need to use them.

√ Are you starting a new business and know you need to get certain ducks in a row, but aren’t sure what those are or how to set them up even if you did?

√ Have you just come out of a certification program and been overwhelmed with all the things you should be doing behind the scenes in your business?

Starting a new business is OVERWHELMING to say the least. But also trying to understand what you need behind the scenes to make that business start out in a strong, smooth place takes overwhelm to the next level.

My guess is that you started your business to help people, not to sit in front of a computer and figure out which email marketing platform to use and how to use it or what scheduler is best for a smooth scheduling experience for your new clients.

SO, WHAT DO YOU REALLY NEED?

BizMagic has helped over 100 entrepreneurs set up, run, and/or manage their businesses. This means we totally get that you don’t actually need all the bells and whistles people suggest you do. We believe you only need 4 things to get your business off to a great start:

1. Online Scheduler

   • By simply passing along a link for someone to click on to schedule themselves on your calendar, your business not only looks professional, but it also saves you TONS of time going back and forth over email trying to schedule someone yourself.

2. Email Marketing Platform

   • You don’t need to send emails everyday, or even every month. You just need a place to keep anyone interested in hearing from you so you can reach out to them quickly and easily any time you’d like.

3. CRM (Customer Relationship Manager)

   • This can be something as simple as a spreadsheet or as in-depth as a paid online platform that has lots of bells and whistles to track and manage potential, current, and past clients in your business. Having this can be critical in ensuring you never “leave money on the table.”

4. Online Presence

   • While websites can be a great tool to show off all about you and your services, they are not fully necessary to be successful. However, you DO want to have someplace online where you can quickly and easily direct people to learn more about your business, your experience, and what you have to offer (and to sign up for your email list or schedule themselves with your online scheduler)

With the BizMagic New Entrepreneur Systems Set Up package, we’ll have the back end of your business humming in 2 weeks or less!

WHAT IS INCLUDED IN A SYSTEMS SET-UP PACKAGE?

• 60-minute Zoom Strategy Session
  

• Email Marketing (Mailchimp, ConvertKit, or ActiveCampaign only)

  • Back-end set up of platform – including all necessary business information and branding

  • Upload of current contacts (if applicable. contacts must already be cleaned and in spreadsheet or CSV)

  • Add up to 3 tags/lists as needed

  • Set up of up to 2 email automations/sequences that include up to 4 emails each (don’t know what this means? we’ll help you)

    • This includes creating rules and conditions to organize new contacts per specifications

  • Set up of one newsletter template with branding (template designed by us)

  • Set up of 1 opt-in form

  • Integrate email platform with up to 2 other platforms (website, scheduler, CRM, etc.)

  • Video tour of email platform and tutorial on how to do all the things needed to keep it working
    

• Scheduler (Acuity or Calendly)

  • Back-end set up of platform – including all necessary business information and branding

  • Set up of up to 3 appointment types

  • Set up of confirmation and reminder emails

  • Availability/schedule set up

  • Syncing of calendar

  • Integrate scheduler with up to 2 other platforms (website, CRM, email marketing, etc.)

  • Video tour of email platform and tutorial on how to do all the things needed to keep it working
    

• CRM (Customer Relationship Manager)

  • Back-end set up of platform – including all necessary business information and branding

  • Prepare and establish all settings for smooth function of system

  • Add up to 50 contacts into CRM

  • Set up any tags, categories, etc. as needed

  • Integrate CRM with up to 2 other platforms (website, scheduler, email marketing, etc.)

  • Video tour of email platform and tutorial on how to do all the things needed to keep it working

  • ***If you are not ready for a full CRM, you will be provided with a great CRM template to use in Airtable (free platform) with full instructions on how to utilize it
    

• Online Presence

  • Set up or assessment and refreshing of one online presence page (about.me page, Facebook page, LinkedIn profile, One-sheet PDF, etc.)

    • You will be answering a questionnaire that will provide BizMagic with all the information needed to guide you toward putting the most impactful information onto your page/profile

  • ***If you have decided that you are ready for your online presence to be a website, you will have an option to have an hour-long website strategy session with BizMagic’s CEO, Patti Meyer, in lieu of the one page set up.