Contact Us
Core
The essentials to keep you organized
$147 / month +
$497 implementation fee
Implementation Fee Waived:
Save $497
Includes
Custom 5-page website
Consultation automation
Contact management
Email marketing
SMS text messaging marketing
Marketing analytics
Performance tracking
Custom CRM
Surveys & forms
Calling & voicemail
Memberships & courses
Marketing funnels
Unlimited users
12 months pre-written newsletters
Social media planner
Website chat feature
E-signature for engagement letters
AI Employee (pay per use)
Support
Email assistance
Bi-weekly power lunches
Members-only Facebook community
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!
