Build Trust with Your Customers through

Business Automation & Support

More than ever before, clients long to work with real, breathing human beings. As one of those real human beings you probably struggle to keep up with every invoice, email and appointment. I’ve been there. I can teach you a better way.

Business automation lets you send the right message at the right time, every time. You can take care of tedious tasks without thinking. And you can do it while making your business feel more personal for every client and lead you meet.

Explore Automation Services

Keap Automation Software

Get started with my favorite automation software for small businesses.
Learn More about Keap

Automation Support

Let me run your automations or help you get started.

Learn More About Automation Support

Classes

Take a deep dive with your team or start with a beginner class for yourself.
Learn More About Classes

Keap Automation Software

Keap software lets you automate invoices, emails, scheduling and more. Track your customers in one organized system. Build landing pages for your new campaign. Get analytics on your latest efforts. You can do it all — and more — with Keap!

Guidance & Coaching with Rita

Customer Relationship Management

 Autoresponders, Emails & Texts

A/B Testing

Invoicing & Invoice Follow-Up

Reporting & Analytics

Scheduling

Landing Pages

Integration with Your Favorite Business Software Platforms!

Automation Support Packages

Get the most out of your automation software. Whether you use Keap or another software, I can set up your campaigns, automate your systems and train your team members. 
Pricing starts at $500 per month.

Gold Package 
(Six Months)

Get started with six months of support and guidance from Rita.

$3,000 deposit, 
then $500/mo

Silver Package 
(Annual)

Keep your business growing with a whole year of training and support!

$15,000/yr 
($4,000 deposit, then 7 x $1,900/mo)

Platinum Package (Annual)

Maximize your business’s potential with new campaigns and strategy calls every month!

$22,000/yr 
($5,500 deposit, then 7x $2,800 /mo)
6 months automation support*
12 months automation support*
12 months automation support*
1 initial customer connection campaign
1 initial customer connection campaign
3 initial customer connection campaigns
In-depth training for 1 team member on your CRM
In-depth training for 1 team member on your CRM
In-depth group training for up to 4 team members on your CRM
2 strategy calls (60 minutes)
3 strategy calls (60 minutes) (quarterly)
12 strategy calls (60 minutes) (monthly)
Unlimited phone/text/email support – response within 2 business days
Unlimited phone/text/email support – response within 3 business days
Unlimited phone/text/email support – response within 1 business day
20% discount for add-on services
20% discount for add-on services
20% discount for add-on services
3 new campaigns with landing page included
12 new campaigns with landing page included
2 initial onboarding group training sessions – 1 per quarter after that
Establish Sales Pipeline with automation
Photo & video support for marketing campaigns (description in separate document)

*Automation Support includes:
Design, build, or management of automation campaigns, website pages, or landing pages.
Migration of list from one platform to another.
Integration of platforms to share/transfer data between programs.
Website page text changes and minor structural changes.

Introductory Package 
(Six Months)

Get started with six months of support and guidance from Rita.

$3,000 deposit, then $500/mo
View Features
6 months automation support*
1 initial customer connection campaign
In-depth training for 1 team member on your CRM
2 strategy calls (60 minutes)
Unlimited phone/text/email support – response within 2 business days
20% discount for add-on services
Book Your Consultation

Silver Package (Annual)

Keep your business growing with a whole year of training and support!

$15,000/yr ($4,000 deposit, then 7 x $1,900/mo)
View Features
12 months automation support*
1 initial customer connection campaign
In-depth training for 1 team member on your CRM
3 strategy calls (60 minutes) (quarterly)
Unlimited phone/text/email support – response within 3 business days
20% discount for add-on services
3 new campaigns with landing page included
Book Your Consultation

Platinum Package (Annual)

Maximize your business’s potential with new campaigns and strategy calls every month!

$22,000/yr ($5,500 deposit, then 7x $2,800 /mo)
View Features
12 months automation support*
3 initial customer connection campaigns
In-depth group training for up to 4 team members on your CRM
12 strategy calls (60 minutes) (monthly)
Unlimited phone/text/email support – response within 1 business day
20% discount for add-on services
12 new campaigns with landing page included
2 initial onboarding group training sessions – 1 per quarter after that
Establish Sales Pipeline with automation
Photo & video support for marketing campaigns (description in separate document)
Book Your Consultation

*Automation Support includes:
Design, build, or management of automation campaigns, website pages, or landing pages.
Migration of list from one platform to another.
Integration of platforms to share/transfer data between programs.
Website page text changes and minor structural changes.

Virtual Assistant with CRM and existing email campaigns

Go month-to-month, with weekly calls to diagnose and fix any issues 
with your CRM and automations.

$900/month
View Features
Weekly, 30-minute strategy call
2 hours of monitoring and assistance over Zoom
Monthly monitoring for automation sequences, broken links, bounced emails and participant activity.
Monthly monitoring of automation reports
Monthly advice on steps to improve performance
Book Your Consultation

NOT INCLUDED IN VA PACKAGE – THESE ARE INCLUDED IN THE ANNUAL PACKAGES
Design, build, or management of automation campaigns, website pages, or landing pages.
Migration of list from one platform to another.
Integration of platforms to share/transfer data between programs.
Website page text changes and minor structural changes.

Add-On Services for All Automation Packages

Enhance your automation package with these special services!

View Add-On Services
30-Minute Strategy Call - $150
Automation Services $125/hr (regularly $150/hr)
Social Media Ads Design and Posting
Social Media Ads Monitoring and Insights Reporting
Photo/Video Sessions - Starting at $299
Book Your Consultation

Business Automation Classes

Become an automation superstar with training for yourself or up to four members of your team!

Introduction to CRM - Free

Discover the power of customer relationship management software. I’ll teach you how to pick the right one and engage leads with targeted, human communications.
Sign Up for the Class

Introduction to Automation - Free

See what’s possible with automation. I’ll walk you through easy and advanced automations and show you the results real business owners are gaining by streamlining their systems.
Sign Up for the Class

Deep Dive Group Zoom - 1 Hour - $197

Get answers to specific challenges you’re facing in your business, and leave with actionable steps to see immediate results. In this group session, four participants get individual assistance with automation questions and issues.
Book Your Consultation

VIP Day Group Zoom - 3 Hours - $497

Setting up a new customer relationship management software? I can make the process a breeze. I provide live instruction to help your team set up your CRM. Together, we’ll import your contacts, connect your outside tools (like calendar, Zoom, and payment system), start sending emails and more.
Book Your Consultation
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