Automate Lead GenerationWhile You're In The Field
Our Digital Marketing Toolkit™ delivers scalable automated systems that generate and nurture leads for professional service businesses.
You’re an expert at what you do, but marketing feels like a constant uphill battle that steals time from serving clients and growing your business.
You’re probably experiencing one or more of the following:
- Marketing feels scattered and ineffective
- Website embarrasses more than impresses
- Follow-ups fall through the cracks
- Leads disappear into thin air
We created the Digital Marketing Toolkit™ specifically to solve these problems by providing professional websites that convert, marketing automation that works around the clock, and training that empowers you to grow your business confidently.
What’s Included in the Digital Marketing Toolkit™:
Scalable plans, add-ons, and educational resources designed for businesses of all sizes to quickly deploy and master your marketing automation system.
Ready-to-Deploy Professional Websites
Lead-generating websites deployed in weeks
Complete Marketing Automation System
Pre-configured CRM, workflows, and sequences
Academy Training Program
To start generating and nurturing leads effectively
Digital Marketing Toolkit™ Features
Everything You need to Compete and Win Online
Professional Website
Conversion-focused websites customized and deployed quickly
Marketing Automation
Complete CRM and workflow system configured for your business
Academy Access
Strategic training to maximize your marketing system's potential
calendar integration
Automated scheduling and client management workflows
Local SEO setup
Google My Business optimization for local visibility
Analytics and Reporting
Track performance and measure marketing effectiveness
How Our System Delivers Results
Stop losing money on marketing that doesn't work. Our Digital Marketing Toolkit™ is an easy-to-use system that quickly helps professional service businesses get steady leads and turn prospects into long-term clients.
Fast-Track Marketing Deployment
- Professional website live within 4 weeks
- Automated lead capture working day one
- Immediate improvement in professional presence
Consistent & Measurable Growth
- 24/7 automated lead nurturing
- Systematic follow-up sequences
- Lead source attribution and conversion tracking
Strategic Learning & Implementation
- Step-by-step implementation guides
- Ongoing coaching and support
- Email, Chat and Phone Support
Marketing Results Feeling Unpredictable?
A quick assessment shows your current marketing score and provides specific improvement recommendations.
Choose Your Professional Website Design
Choose Your Digital Marketing Toolkit™ Plan
| Features | Launch | Grow | Scale |
|---|---|---|---|
| Monthly Investment | $299 | $599 | Custom |
| Setup Fee | $1000 Setup | $1500 Setup | Included |
| Marketing Automation CRM | |||
| Sales Pipeline Workflow | |||
| Social Media Response Automation | |||
| Social Media Post Scheduler | |||
| Academy Access | |||
| Training Video Library | |||
| Email support | |||
| 10-Page Website | |||
| Calendar Integration & Meeting Scheduler | |||
| Review & Referral Generation Automation | |||
| Email Nurture Campaign | |||
| Website Chatbot | |||
| Google My Business Setup & Optimization | |||
| Realtime Analytics Dashboard | |||
| Email & Chat Support | |||
| Done For You Full Service Marketing | |||
| Dedicated Account Manager |
SCALE YOUR MARKETING SYSTEM
Add these services to your Launch or Grow Plan after signup to expand your marketing reach and generate more leads
GOOGLE ADS MANAGEMENT
$500/MO
Professional ad campaigns targeting your ideal clients and driving qualified leads
SOCIAL MEDIA MANAGEMENT
$300/MO
Weekly posting and engagement across your social platforms
LOCAL SEO OPTIMIZATION
$500/MO
Ongoing optimization to improve local search rankings and visibility
MONTHLY BLOG POSTS
$500/MO
Industry-specific content that positions you as an expert published & shared monthly
ANALYTICS DASHBOARD
$500/MO
Real-time insights and reporting on marketing performance
WEBSITE HOSTING
$500/MO
Fast & reliable dedicated hosting and ongoing maintenance for your website
VIDEO TESTIMONIALS
$150/EA
Professional video testimonials from satisfied clients to build trust and credibility
CASE STUDY CREATION
$250/EA
Weekly posting and engagement across your social platforms
WEBSITE UPDATES
$500/HR
Custom landing pages designed to convert visitors into leads
Frequently Asked Questions
What is the Digital Marketing Toolkit?
The Digital Marketing Toolkit™ is a comprehensive marketing automation system designed specifically for professional service businesses who want to generate consistent leads without becoming marketing experts.
Three Core Components:
- Professional Website – Lead-generating websites built specifically for professional services, deployed quickly to establish your digital presence and convert visitors into prospects
- Complete Marketing Automation System – Pre-configured CRM with automated workflows, email/SMS sequences, social media management, and lead nurturing campaigns that work 24/7
- Academy Training – Industry-specific education that transforms business owners with zero marketing background into confident marketers who understand exactly what activities drive growth
Three Plan Options:
- Launch Plan ($299/month) – Marketing automation and CRM for businesses with existing websites
- Grow Plan ($599/month) – Everything in Launch, plus professional website and advanced lead generation features
- Scale Plan (Custom) – Full-service marketing management with dedicated account support
The Toolkit eliminates the guesswork from professional services marketing by providing proven systems, industry-specific training, and ongoing support, allowing you to focus on what you do best while your marketing runs automatically in the background.
How quickly can you get my website and marketing system live?
Launch Plan: Your marketing automation system goes live within 4 weeks. Since you’re using your existing website, we focus entirely on CRM configuration and workflow setup.
Grow Plan: Complete system deployment within 4 weeks. Your prebuilt professional website and marketing automation are configured simultaneously, so everything launches together.
Scale Plan: Full implementation takes 4-6 weeks due to custom website development, advanced content creation, and personalized strategy development with your dedicated account manager.
All plans include immediate access to the Academy and training resources, so you can start learning while we build your system. Your marketing starts working the moment we flip the switch – no lengthy ramp up period required.
What sort of training do you offer in the Digital Marketing Toolkit™ Academy?
Our Academy is designed to transform professional service business owners with no marketing background into confident marketers who can drive consistent business growth.
What You’ll Learn: The Academy includes 10 comprehensive modules that cover everything from foundational marketing concepts to advanced automation implementation. You’ll master goal setting, business differentiation, referral network development, digital and traditional marketing tactics, sales automation, and performance tracking.
How It’s Structured: Each lesson includes step-by-step implementation guides, proven templates, and practical exercises you can apply immediately to your business. The training is specifically designed for busy business owners who need marketing systems that work without constant hands-on management.
The Bottom Line: By completion, you’ll have a complete marketing plan, the knowledge to execute it effectively, and the tracking systems to measure your success. Most importantly, you’ll understand which specific marketing activities to focus on each month to drive predictable lead generation and business growth.
This isn’t theoretical marketing education – it’s a practical roadmap that takes you from marketing confusion to marketing confidence in weeks, not months.
What's included in the setup fee?
Your setup fee covers everything needed to get your professional services marketing system running from day one:
Complete System Configuration:
- Full CRM setup with best practice sales pipeline and lead scoring setup
- Pre-configured marketing automation workflows for professional service sales cycles
- Email and SMS nurture sequences tailored to your prospects
- Social media response automation and post scheduling setup
Technical Integrations:
- Google My Business/Google Business Profile setup and optimization for local visibility
- Analytics dashboard configuration for real-time performance tracking
- Ability to integration with your existing business tools and software
- Review and referral generation automation setup
- Prebuilt 10-page website designed specifically for professional services (Grow plan)
- Custom website designed specifically for your business (Scale plan)
Training Resources & Support:
- Immediate Academy access with actionable, step-by-step marketing implementation guides
- Complete video training library covering all CRM and automation features
- Ongoing support based on your plan level (email support for Launch, email & chat support for Grow, dedicated account manager for Scale)
The setup fee ensures you get a fully operational marketing system configured specifically for your business, with comprehensive training resources and the ongoing support that matches your plan.
Can you integrate with our existing tools and software?
Absolutely! Our platform natively connects with over 1,000 business applications through our integrated marketplace, making it easy to sync your existing business tools without disruption.
Key Integrations:
- Business Operations: QuickBooks, Microsoft 365, Google Workspace, Zoom
- Scheduling & Communication: Calendly, Teams, Slack, phone systems
- Practice Management: ConnectWise, Autotask, Clio, and most practice management software
- Social & Marketing: Facebook, LinkedIn, Google Ads, Mailchimp
- Custom Systems: Full API access for proprietary tools and internal dashboards
The goal is to enhance your existing workflow, not replace it. Your team keeps using the tools they know while gaining powerful marketing automation that works behind the scenes.
What kind of ongoing support do you provide?
Support levels scale with your plan to ensure you get the right level of assistance for your business needs:
Launch Plan ($299/month):
- Email support for technical questions and system guidance
- Access to our complete video training library and Academy
Grow Plan ($599/month):
- Email and chat support for faster response times
- Priority support queue for quicker resolution
- Monthly check-ins to optimize your marketing performance
Scale Plan (Custom):
- Dedicated account manager who knows your business personally
- Regular strategy calls to review performance and plan improvements
- Proactive system optimization and campaign adjustments
- Priority access to new features and advanced training
All plans also include access to our comprehensive knowledge base, training resources, and community forum where business owners share best practices and success strategies.
What if we already have a website?
No problem! This is exactly what the Launch Plan is designed for.
Launch Plan ($299/month): Perfect for businesses with existing websites that just need powerful marketing automation. We integrate our lead capture forms, chatbots, and CRM directly into your current site without disrupting your design or content.
You keep everything you already have – your domain, your content, your search rankings—while adding professional marketing automation that works 24/7 to capture and nurture leads.
Grow Plan ($599/month): If you decide you want a complete website upgrade, the Grow Plan includes a professionally-built website for professional services. We handle content migration, maintain your current domain, and ensure seamless transition with proper redirects.
The Launch Plan lets you test our marketing automation with your existing website first, then upgrade to Grow later if you want the full website rebuild.
How much time will I need to spend on marketing each week?
After the initial setup, our automation handles the heavy lifting—most business owners spend just 1-2 hours per week on marketing activities.
What runs automatically:
- Lead follow-up sequences and nurturing campaigns
- Appointment scheduling and calendar management
- Review requests and referral generation
- Social media posting and response automation
- Email campaigns and SMS sequences
What you’ll spend time on (1-2 hours weekly):
- Reviewing and responding to qualified leads
- Approving automated content before it goes live
- Participating in networking or referral activities
- Quick system check-ins through your dashboard
The Bottom Line: The system is designed for busy business owners who don’t want to become marketing experts. You focus on closing deals and serving clients—the automation handles everything else, working 24/7 even when you’re busy serving clients or managing your business.
Most clients find they’re generating more leads while spending less time on marketing than they did before.
What happens if I get too busy to focus on marketing?
That’s exactly why we built the automation system – your marketing keeps working even when you’re swamped with client work or major projects.
Marketing continues automatically during busy periods:
- New leads get captured and immediately entered into follow-up sequences
- Prospects receive timely responses and appointment scheduling options
- Existing clients get review requests and referral prompts
- Social media posts go live on schedule
- Email nurturing campaigns keep running
No “feast or famine” cycles: Most professional service businesses stop marketing when they get busy, then scramble for leads when projects end. Our system ensures you maintain consistent lead generation whether you’re dealing with client emergencies, managing big projects, or just focused on serving existing clients.
You stay in control: The system sends you notifications about hot leads that need immediate attention, but everything else runs on autopilot until you have time to engage.
Your marketing never takes a day off, even when you do.
What if my business is too small for all this automation?
Our Launch Plan is specifically designed for smaller businesses who want to compete with bigger firms without the overhead.
Perfect for small operations:
- No minimum team size required—works for solo practitioners or small teams
- Simple setup that doesn’t require dedicated marketing staff
- Automation handles tasks you probably don’t have time for anyway
- Scales naturally as your client base grows
Start small, grow systematically: Many of our most successful clients started as one-person operations who used the automation to consistently generate leads while focusing on service delivery. As they grew, they simply upgraded their plan rather than scrambling to build marketing systems from scratch.
The reality: Small businesses often avoid marketing because it feels overwhelming or time-consuming. Our system does the opposite – it handles the repetitive work so you can focus on what you do best: serving clients and delivering excellent professional services.
You’re not too small for automation; you’re too small to do marketing manually and still have time to grow your business.
How do you handle client confidentiality and data security?
We understand professional service businesses handle sensitive client data, so security isn’t optional—it’s fundamental to everything we do.
Enterprise-Level Security:
- All client data stored with enterprise-grade encryption and secure data centers
- Full GDPR compliance with strict data protection protocols
- Regular security audits and monitoring
- Role-based access controls for your team members
Industry-Specific Compliance:
- HIPAA-compliant workflows for businesses serving healthcare clients
- Financial services compliance for banking and insurance professionals
- Legal industry compliance for law firm clients
- Custom compliance configurations based on your client requirements
Data Protection:
- Your client information never gets shared or used for other purposes
- Secure API connections with your existing business tools
- Regular data backups with encrypted storage
- Clear data retention and deletion policies
Peace of Mind: We work with professional service businesses ranging from technology firms to law practices to financial advisors – we understand the trust your clients place in you and take that responsibility seriously in how we handle your marketing data.