Build · Systems Setup Engagements

One System. One Outcome. Fully Implemented.

Every Systems Setup engagement has a defined objective, a written scope, a clear completion point, and documentation so the team can maintain it after the work is done.

Choose the system your business needs most. Each engagement delivers one working system — not a strategy session or a follow-up list.

Start here AI Business Setup

$497 · one-time

Build your Business Profile using Erica's proprietary framework so every AI tool you use produces accurate, consistent, on-brand outputs from the first prompt.

Set Up My AI System → Build CRM Setup & Cleanup

from $1,997 · scope-based

One CRM, one pipeline, one business unit — configured, automated, and documented so leads do not fall through and follow-up runs without you managing it manually.

Fix My CRM → Build SOP Library

from $1,997 · scope-based

Up to 8 documented SOPs with video walkthroughs, written around your actual processes so the team can execute consistently without routing every decision to you.

Build My SOP Library →
What every engagement includes

Scope, structure, and documentation. Every time.

Regardless of which system you build, the engagement structure is consistent. You know what you are getting before the first session.

Defined objectiveOne clear outcome — stated in writing before work begins.
Written scopeWhat is included and what is not. No ambiguity.
Clear completion criteriaYou know what done looks like before you start.
Limited revisionsScope includes defined revision rounds — not unlimited editing.
DocumentationAll deliverables are documented for independent team use.
Post-project supportEmail support window after handoff — length varies by engagement.
Which one is right

How to choose the right system.

If you are not sure where to start, the Business Freedom Assessment ($297) identifies your highest-leverage next step before you commit to a build.

01

AI Business Setup — if AI is not yet working for your business

You use AI tools but nothing is consistent or precise. Start here to build the foundation that makes every subsequent AI interaction more useful.

02

CRM Setup — if leads are falling through

Your team is not using the CRM consistently, follow-up is manual, or leads are going cold before anyone catches them. Build the pipeline first.

03

SOP Library — if team execution is inconsistent

Everyone does things differently. New hires take too long to ramp. Tasks are being done from memory instead of documented process.

?

Not sure — start with the assessment

The Business Freedom Assessment identifies the operational gap with the highest leverage and tells you what to fix first.

Start with the Assessment → Start with AI Setup →

Scope boundaries

What is not in scope.

These engagements are implementation-focused. If you need something outside of this scope, it is quoted separately before any work starts.

  • Ongoing consulting beyond the defined engagement window
  • Additional systems or pipelines beyond the stated scope
  • Unlimited revisions or post-handoff editing
  • Software licensing, subscriptions, or platform fees
  • IT support or development work
  • Design, branding, or marketing assets
  • Legal, financial, or compliance documentation

Your next step

One system. One outcome. Fully implemented.

Every engagement has a written scope, a clear outcome, and documentation your team can maintain.

Secure checkout  ·  Scope confirmed before work begins  ·  Post-project support