Contact Us
Concierge
Build your empire with complete customization
$297 / month +
$497 implementation fee
Implementation Fee Waived:
Save $497
*Discounts for DBA Members
Includes Everything in Core, PLUS
Concierge Support
1-on-1 live support via Zoom®
Intensive workshops
Personalized customization
Tactics library:
1 Year Marketing Plan
Lead Magnets: Start to Finish
Social Media Mastery
Google Ads for Growth
Course Creation and Beyond
Mastering Membership Models
Automating Your Business
2 staff licenses to Bookkeeper Launch®
Optional Add Ons INCLUDED
Diagnostic review funnel
Referral partner automation
Lead magnet funnel with follow-up
Tax services funnel
Tax lead magnet funnel with follow-up
Website terms & conditions template
Website privacy policy template
LinkTree site
Course sales page & workshop
Money Score services
Core
What You Get
Consultation Automation
Contact Manager
Email & Text Message Marketing
Analytics & Tracking
Customized CRM
Surveys & Forms
Live Website Chat
Calling & Voicemails
Memberships & Courses
3 Marketing Funnels
2 Users
1 Year Professionally Written Newsletter
Social Media Planner with Content AI
Support
Email support
Bi-weekly Power Lunches (and all past recordings)
Private keepful® Facebook community
Optional Additions
Sold Separately
Diagnostic Review Funnel
Referral Partner Automations
Lead Magnet Funnel & Email Followup
Tax Services Add-On
Tax Lead Magnet Funnel & Followup
LinkTree Site
Terms & Conditions and Privacy Policy
Course Sales Page & Workshop
Money Score Services Add-On
keepful® Core
What You Get
Consultation Automation
Contact Manager
Email & Text Message Marketing
Analytics & Tracking
Customized CRM
Surveys & Forms
Live Website Chat
Calling & Voicemails
Memberships & Courses
Unlimited Marketing Funnels
Unlimited Users
1 Year Professionally Written Newsletter
Social Media Planner with Content AI
E-Signature
And more!
Support
Email support
Bi-weekly Power Lunches (and all past recordings)
Private keepful® Facebook community
Optional Additions
Sold Separately
Diagnostic Review Funnel
Referral Partner Automations
Lead Magnet Funnel & Email Followup
Tax Services Add-On
Tax Lead Magnet Funnel & Followup
LinkTree Site
Terms & Conditions and Privacy Policy
Course Sales Page & Workshop
Money Score Services Add-On
keepful® Concierge
What You Get
Consultation Automation
Contact Manager
Email & Text Message Marketing
Analytics & Tracking
Customized CRM
Surveys & Forms
Live Website Chat
Calling & Voicemails
Memberships & Courses
Unlimited Marketing Funnels
Unlimited Users
1 Year Professionally Written Newsletter
Social Media Planner with Content AI
E-Signature
And more!
Support
Email support
Bi-weekly Power Lunches (and all past recordings)
Private keepful® Facebook community
One-on-one live support calls
Quarterly Workshops (and all past recordings)
Personalized customization - bring YOUR ideas to life
Tactics Library
Access to Team Directory
2 Staff Licenses (valued of $1000)
Optional Additions
At No Additional Cost
Diagnostic Review Funnel
Referral Partner Automations
Lead Magnet Funnel & Email Followup
Tax Services Add-On
Tax Lead Magnet Funnel & Followup
LinkTree Site
Terms & Conditions and Privacy Policy
Course Sales Page & Workshop
Money Score Services Add-On
5 Page Website
And more added regularly!
Concierge
What You Get
Consultation Automation
Contact Manager
Email & Text Message Marketing
Analytics & Tracking
Customized CRM
Surveys & Forms
Live Website Chat
Calling & Voicemails
Memberships & Courses
Unlimited Marketing Funnels
Unlimited Users
1 Year Professionally Written Newsletter
Social Media Planner with Content AI
E-Signature
And more!
Support
Email support
Bi-weekly Power Lunches (and all past recordings)
Private keepful® Facebook community
One-on-one live support calls
Quarterly Workshops (and all past recordings)
Personalized customization - bring YOUR ideas to life
Tactics Library
Access to Team Directory
2 Staff Licenses (valued of $1000)
Optional Additions
At No Additional Cost
Diagnostic Review Funnel
Referral Partner Automations
Lead Magnet Funnel & Email Followup
Tax Services Add-On
Tax Lead Magnet Funnel & Followup
LinkTree Site
Terms & Conditions and Privacy Policy
Course Sales Page & Workshop
Money Score Services Add-On
5 Page Website
And more added regularly!
