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PRICING
THE SYSTEM
WHAT WE OFFER
Features
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Lead Funnels
Capture and follow up with new customers— automatically.
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Email Marketing
Send branded campaigns that drive action.
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Review Generation
Get more 5-star reviews with zero extra effort.
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SMS Updates
Send important updates and promotions straight to their phones.
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RESOURCES
Success Tools

How to Grow Your Email List Fast
10 tactics to add 100+ subscribers this month
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Lead Capture Form Checklist

Make sure your forms collect the info you actually need to close the deal.
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Marketing Automation Starter Kit
A crash course to get your business ready for automated growth — fast.
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Social Media Marketing Toolkit
Plan, post, and grow your presence without the overwhelm.
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Email & SMS Script Library
What to share so your emails and texts sound like you — and actually work.
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Offer & Promo Generator
Create irresistible promotions — no copywriting skills required.
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Simple Website Checklist
Make sure your site is built to capture leads and drive action.
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Free Google Ranking & Key Word Checker
CAMPAIGN CONTROL CENTER
Help
Monthly Update Form
Submit new promos, services, or business updates for this month’s campaigns.

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Connecting Your Tools
Step-by-step help to link your contact forms, lists, and more.

Account & Plan Management
Update your plan, billing info, or account preferences anytime.

Google Review Link
Generate your direct review link to make collecting reviews easy.

Content & Promotions
How to submit offers, updates, and photos that drive clicks.

Strategy & Best Practices
Tips and ideas to help you get the most from your campaigns.

Get 1 Month Free
Refer a friend and earn a free month of service — it’s that simple.
MEMBERS
Member Resources
Review Requests
Submit clients emails to request google reviews here.
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Update Submission
Submit updates about your business here.
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Bulk Client Funnel & Newsletter Submission
Submit large amounts of client lists here.
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Filling Out Your Onboard Form

Welcome! This guide explains what each question in the onboarding form means, what information we need, and why it matters. Please read through while completing your form to make the process simple and clear.

Business Information:

Business Name
Provide your legal or brand name. This ensures we display the correct name in all emails and automations.

Client Name
Who is the primary contact for this account. We use this when reaching out directly.

Contact Email & Phone
Best email and phone for communication. This is how we’ll send updates and confirm setup.

Business Website, Phone, Email
Public-facing details that may appear in emails or links.

Industry & Services Offered
Tell us what type of business you are and your core services. This allows us to tailor email campaigns to highlight your most profitable services.

Branding

Google Business Review Link
Share your Google review page URL. We connect this to your review request emails so customers can leave feedback directly.

Logo & Branding Colors
Provide a link to your logo and your brand colors. This keeps all your emails on-brand.

Service Areas & Business Hours
Let us know where you serve and your hours. This ensures your campaigns are accurate for local targeting.

Voice, Tone, and Taglines
Do you want your emails to sound friendly, professional, or casual? Share any slogans or phrases that are important to your brand.

Images
Submit up to 4 images that represent your business. These may be used in your email designs.

Promotions & Offers

Personal vs. Business Messaging
Do you want emails signed from you personally or from your business? This sets the “voice” of your campaigns.

Current Promotions
Share any active discounts or offers. We’ll feature them in upcoming emails to increase engagement.

Seasonal Changes or Offers
Let us know if you run seasonal campaigns (holiday sales, summer specials, etc.). This helps us time your promotions.

Do Not Promote
If there are services, topics, or details you don’t want us to include, list them here.

Promo Codes
Add any discount codes we should use. We recommend codes that can be redeemed online or in person.

Offer Options
Check off any offers (bundle deals, percentage discounts) you can provide. These options help increase email conversions.

Email Lists & Marketing Preferences

Email List Upload
Do you already have a list of customer emails? Upload your CSV or share a link in the Google Drive folder we provide. This is the fastest way to start sending campaigns.

Types of Emails You’re Comfortable Sending
Choose from newsletters, tips, promos, or lead generation emails. This ensures we build a campaign style that feels right for your business.

Website Platform
Let us know if your site is on Wix, WordPress, Shopify, etc. This allows us to set up forms and integrations on the backend.

Website Forms
Do you already have a form to collect emails? If yes, we’ll connect it to your automation system.

Manual Contact Entry
If you want the option to add contacts manually, let us know and we’ll enable it.

Goals & Questions

Share any business goals or special requests. This helps us align your campaigns with what matters most to you.

Tip: Be as detailed as possible in the sections about promotions, goals, and branding. The more detail you provide, the more personalized and effective your campaigns will be.

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