Services & Packages

Professional Business Setup Without the Overwhelm

Choose the package that fits your needs – from essential foundations to full-service launch.

How to Choose

Finding the Right Fit

Choose Basic if you:

Need just the vital systems to start taking clients
Are you comfortable handling marketing yourself
Have some tech savvy and just need guidance on the critical pieces
Want to keep startup costs minimal

Choose Standard if you:

Want a professional presence from day one
Need help with both systems AND marketing
Prefer someone else to handle the social media setup
Want ongoing support as you get started

Choose Premium if you:

Want a comprehensive, fully-branded launch
Need a professional website (or major website overhaul)
Are you serious about building a sustainable business
Want extensive support and documentation

Not sure? That’s what discovery calls are for. We’ll talk through your situation and find the right fit.

Service Packages

Basic Launch Package

$750

Perfect for: Solopreneurs who need core systems but will handle their own marketing

What’s Included:

Payment Processing Setup

Research and recommend the right processor for your business (Square, Stripe, PayPal, etc.)
Complete account setup and configuration
Set up service pricing and product catalog
Configure tax settings for Colorado
Test transactions to ensure everything works
Training on how to process payments and issue refunds

Online Scheduling System

Choose the right platform (Acuity, Calendly, Square Appointments, etc.)
Complete setup with your services and availability
Configure automated reminders and confirmations
Set up cancellation policies
Integrate with your payment processor
Buffer time between appointments
Training on managing your calendar

Professional Email Setup

Gmail for business configuration
Professional signature setup
Email forwarding from existing email (if desired)
Basic organization and filter setup

Legal Foundation Documents

Terms & Conditions customized for your business
Privacy Policy (using professional templates)
Service agreement templates (if applicable)
Guidance on displaying these on your website

Tax & Compliance Guidance

Colorado sales tax registration walkthrough
Sales tax rate setup in your payment system
Basic bookkeeping structure recommendations
Record-keeping best practices
Referrals to accountants if needed

Launch Consultation

1-hour final walkthrough of all systems
Documentation of login credentials and processes
Q&A session
Resource list for ongoing management

Timeline: 1-2 weeks

Support: Email support during the setup period

Ideal For: Massage therapists, personal trainers, consultants, and coaches who need the essentials to start serving clients professionally.

Standard Launch Package

$1,500

Perfect for: Service-based businesses that want a professional presence and marketing foundation

Everything in Basic Launch, PLUS:

Professional Marketing Materials

Custom flyer design (print-ready)
Digital business card design
Branded social media graphics templates
Consistent visual identity across materials
Print-ready and digital formats
Source files for future editing

Social Media Foundation

Facebook Business Page setup
Instagram Business Account setup (optional)
Profile optimization (bio, photos, contact info)
Facebook/Instagram integration
Privacy settings and page management setup

Social Media Content Calendar

First 30 days of pre-written posts
Mix of educational, promotional, and engagement content
Industry-specific content relevant to your business
Posting schedule recommendations
Hashtag research and suggestions
Instructions on scheduling posts

Website Review & Optimization

Review your existing website (if you have one)
Recommendations for improvements
SEO basics (titles, descriptions, headers)
Mobile responsiveness check
Contact form testing
Google My Business setup assistance

Business Systems Integration

Ensure all platforms work together smoothly
Test complete customer journey (booking → payment → confirmation)
Identify any gaps or redundancies
Streamline workflows

Extended Support

30 days of email and phone support
Help with troubleshooting issues as they arise
Answers to questions as you start serving clients
Minor adjustments to systems if needed

Timeline: 2-3 weeks

Support: 30 days of email + phone support

Ideal For: Businesses that want to look professional from day one and need help with both systems and marketing presence.

Premium Launch Package

$2,500

Perfect for: Serious entrepreneurs building a sustainable, scalable business

Everything in Standard Launch, PLUS:

Complete Website Setup or Redesign

Full website design and development
5-7 pages (Home, About, Services, Contact, Blog, etc.)
Mobile-responsive design
SEO optimization throughout
Contact forms and lead capture
Service descriptions and pricing pages
Photo sourcing and optimization
SSL certificate and security setup
Domain and hosting configuration

Comprehensive Branded Marketing Suite

Logo design or refresh
Brand style guide (colors, fonts, voice)
Multiple marketing pieces (flyers, postcards, rack cards)
Email signature design
Social media cover images
Letterhead and invoice templates
Consistent branding across all materials

3-Month Social Media Content Plan

90 days of pre-written, scheduled content
Platform-specific optimization
Content pillars aligned with business goals
Mix of promotional, educational, and engaging posts
Seasonal and timely content
Community engagement strategies
Analytics setup to track performance

Business Operations Documentation

Standard Operating Procedures for key tasks
Client onboarding workflow and templates
Appointment confirmation and reminder scripts
Cancellation and rescheduling policies
Payment collection processes
Customer service guidelines
Templates for common scenarios

Client Onboarding Workflow

Welcome email sequence (automated)
New client intake forms
Pre-appointment information packets
Post-appointment follow-up templates
Review request system
Referral program structure

Extended Premium Support

60 days of priority email and phone support
Two 30-minute check-in calls (week 2 and week 6)
Ongoing optimization recommendations
Help with hiring/training (if applicable)
Access to updated templates and resources

Timeline: 3-4 weeks

Support: 60 days of priority support with check-in calls

Ideal For: Entrepreneurs who are all-in on their business and want every detail handled professionally from day one.

A La Carte Services

Need Something Specific?

Ongoing Social Media Management $300/month

12-16 posts per month (3-4 per week)
Content creation and scheduling
Community engagement (responding to comments/messages)
Monthly performance report
Hashtag optimization
Story posts (Instagram/Facebook)

Custom Marketing Materials $150-400 per piece

Flyers, brochures, postcards
Email newsletter templates
Promotional graphics
Event materials
Print or digital formats

Tech Troubleshooting & Support $100/hour

Help with payment processing issues
Scheduling system problems
Website updates or fixes
Social media technical support
Email or software configuration
Training on new tools

Additional Compliance Documentation $200-350

Client contracts and service agreements
Liability waivers
HIPAA compliance (for health practitioners)
Independent contractor agreements
Employee handbook (for small teams)

Google Ads / Facebook Ads Setup $400 (setup) + ad budget

Campaign strategy and targeting
Ad copy and creative
Landing page optimization
Tracking and analytics setup
Initial optimization
Ongoing management is available separately

Custom Package Let’s talk

Unique business needs
Specialized industry requirements
Ongoing retainer relationships
Multi-location businesses

Process Overview

What to Expect

1. Free Discovery Call (30 minutes) We discuss your business vision, needs, timeline, and budget. I’ll ask questions to understand your situation and recommend the right package.

2. Proposal & Agreement I’ll send a clear proposal outlining exactly what’s included, timeline, and investment. Once you’re ready, we’ll sign a simple agreement and collect a 50% deposit.

3. Kickoff & Information Gathering You’ll complete an intake questionnaire with all the information I need (business details, branding preferences, access to existing accounts, etc.). We’ll have a kickoff call to align on expectations.

4. I get to work. I handle all the setup while keeping you updated on progress. You’ll have access to a shared project tracker so you can see what’s been completed.

5. Review & Training Once everything is set up, we’ll have a walkthrough session where I train you on all systems and answer your questions. You’ll receive documentation for future reference.

6. Launch! You’re ready to take clients with confidence. All systems operational, professional presence established, and ongoing support available.

7. Ongoing Support Depending on your package, you’ll have 30-60 days of support. After that, I’m available for à la carte help as needed.

Investment & Payment

Payment Terms:

50% deposit to begin work
50% due upon completion (before final training session)
Payment via Square, check, or bank transfer

Discounts Available:

10% off for veterans and first responders
15% off for referrals from existing clients
Package bundling discounts for multiple add-ons

Money-Back Guarantee: If you’re not satisfied with the work during the first week, I’ll refund your deposit, less any third-party costs already incurred (e.g., domain registration). Your success is important to me.

Frequently Asked Questions

Can I upgrade my package later? Absolutely! Many clients start with Basic and add services as they grow. You’ll get credit for what you’ve already paid.

Do you offer payment plans? For Premium packages, yes. We can arrange a payment plan that works for your budget.

What if I already started some of this myself? No problem! I can audit what you’ve done, fix anything that needs adjusting, and complete the missing pieces. You’ll only pay for the work I do.

How involved do I need to be during setup? Minimal. You’ll need to provide initial information and approve designs/content, but I handle 90% of the work. Most clients spend 2-4 hours total during the process.

What happens after the support period ends? You’re fully equipped to manage everything independently. If you need help later, I offer hourly support or an ongoing retainer.

What areas do you serve? Yes! While I focus on Colorado businesses, I’m happy to work with any new startup, especially if we can meet virtually.

Ready to Get Started?

Let’s Talk About Your Business

Schedule a free 30-minute discovery call to discuss your needs and find the perfect package.

Schedule Your Free Consultation

📅 Schedule Your Free Discovery Call

Or email me: strategicstepsforward@gmail.com
Call or Text: ‪(720) 295-9368‬

Not ready to commit? That’s okay!

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