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Service Business Ecosystem: Your All-in-One Client & Revenue Management System Without the Overwhelm

Business professional analyzing growth metrics, demonstrating the path to scaling without more deliverables
Agency founders scaling to 500k without more client deliverables.

Managing a successful service business shouldn't require jumping between 5 different platforms or losing leads in your DMs. That's why I created a streamlined ecosystem that brings your entire client journey into ONE beautiful dashboard - from lead tracking to invoicing to client management, all designed for solo service providers.

As a service business owner, you need a system that works as hard as you do.

Let's get you set up with a solution that makes running your business feel effortless.

Introducing:

Service Business Ecosystem

A complete, customizable system that handles your entire client journey in one place. Perfect for solo service providers who want to spend less time managing their business and more time serving their clients.

1. The Power of a Unified System

Stop cobbling together multiple platforms or losing potential clients in your inbox. Your ecosystem connects everything you need - from lead tracking to payment processing - in one intuitive dashboard.

2. Built for Solo Service Providers

Finally, a system that doesn't assume you have a team of 10. This ecosystem is specifically designed for independent service providers who need efficient, straightforward client management without the enterprise-level complexity.

Celebrating an agency founder who created a high-level advising offer.

What Your Ecosystem Includes

  • Lead tracking dashboard

  • Qualification system

  • Follow-up reminders

  • Client status board

  • Meeting scheduler

  • Proposal tracker

  • Contract management

  • Invoice tracking

Client Management

Revenue Overview

  • Monthly revenue dashbaord

  • Project pipeline

  • Payment tracking

  • Outstanding invoice alerts

  • Revenue projections

  • Income goals

  • Profit tracking

  • Cash flow visualization

Integration Options

  • Dubsado

  • HoneyBook

  • QuickBooks

  • Stripe

  • Google Calendar

  • Zoom

  • Gmail

  • And more!

How It Works:

1. System Design

We'll customize your ecosystem to match your specific service workflow and needs.

2. Data Migration

Your existing client information and processes are transferred into your new system.

3. Integration Setup

We'll connect your essential tools and automate your workflows.

4. Testing & Refinement

Everything is tested to ensure smooth operation and easy management.

5. Training & Launch

You'll receive detailed training and documentation to master your new system.

COMING SUMMER 2025

DIY

$997

Perfect for hands-on business owners

  • Complete system template

  • Setup documentation

  • Video tutorials

  • Integration guides

  • Self-paced implementation

  • Email support

  • Timeline: Your pace

Popular

DFY

Starts at $2k

Perfect for busy service providers

  • Custom system setup

  • Data migration

  • Integration configuration

  • Workflow automation

  • 1:1 training session

  • 30 days of support

  • Timeline: 1 week systems, service delivery

Ready to streamline your service business?

Let's get your entire client journey organized in one beautiful, efficient system.