VirtuAl ASSISTANt Setup Services

Your one‑time tech setup is designed to give you a fully built, streamlined system that supports the way you work. Whether you’re setting up a CRM, email marketing platform, automation workflow, or membership system, this service provides a complete, done‑for‑you build that’s customized to your business and ready to use from day one

From our initial discovery call to your final walkthrough video, every step is structured to make the process smooth, organized, and stress‑free. You’ll walk away with a polished, functional system that saves you time, reduces manual work, and supports your long‑term growth.

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One Time Tech Setup Services

Your one‑time tech setup services are offered individually so you can choose exactly what your business needs without committing to a bundled package. Each setup has its own scope, timeline, and investment, giving you full flexibility to build your systems at your own pace.

You’ll find the full breakdown for each service — including pricing, timelines, and requirements under each service.

  • 💰 Investment: $700
    ⏳ Timeline: 2 - 3 weeks

    A complete HoneyBook setup that organizes your client journey from inquiry to offboarding.

    What’s Included:

    • Account setup + brand settings

    • Pipeline setup (1 pipeline)

    • 2–3 templates (contracts, invoices, questionnaires)

    • Basic automations (1–2 workflows)

    • Calendar + payment integration

    • Testing + Loom walkthrough

    Who It’s Perfect For:

    • Service providers who want a professional CRM without the DIY stress

    • Startups setting up their first client management system

    • Creatives, coaches, and consultants who need a streamlined client journey

    What You’ll Need Before We Start:

    • HoneyBook account

    • Brand assets

    • Service list + pricing

    • Contract copy

  • 💰 Investment: $500
    ⏳ Timeline: 2 weeks

    Your email marketing platform, fully configured and ready to nurture your audience. (Squarespace Campaigns, Flodesk, Kit, etc)

    What’s Included:

    • Platform setup

    • List + tag structure

    • One welcome sequence (3–5 emails)

    • Form + landing page setup

    • CRM integration

    • Testing + Loom walkthrough

    Who It’s Perfect For:

    • Entrepreneurs building or growing their email list

    • Startups launching their first lead‑generation funnel

    • Creators and coaches who want automated nurturing

    What You’ll Need Before We Start:

    • Email platform account

    • Brand assets

    • Welcome sequence content

    • Website login

    • Existing lists (optional)

  • 💰 Investment: $400 CAD
    ⏳ Timeline: 2 Weeks

    A polished, professional social media presence that reflects your brand across the platforms your audience uses most.

    What’s Included:

    • Profile optimization (bio, links, branding)

    • Highlight covers or profile graphics

    • Content calendar template

    • Link‑in‑bio setup

    Supported Platforms:

    • Instagram

    • Facebook Pages

    • LinkedIn

    • Pinterest

    • YouTube (channel branding only)

    Who It’s Perfect For:

    • Entrepreneurs wanting a cohesive online presence

    • Startups launching their brand for the first time

    • Creatives and coaches who want a professional look without the overwhelm

    What You’ll Need Before We Start:

    • Social account access

    • Brand assets

    • Bio or brand messaging

  • 💰 Investment: $300 CAD
    ⏳ Timeline:‍ ‍3 days - 1 week

    A scheduling system that saves you time and eliminates back‑and‑forth messaging.

    What’s Included:

    • Calendar connection

    • Appointment types

    • Availability rules

    • Buffer times + limits

    • Zoom/Meet integration

    • CRM + email integration

    • Website embed

    • Testing + Loom walkthrough

    Supported Calendar + Scheduling Apps:

    • Calendly

    • Squarespace Scheduling (Acuity)

    • HoneyBook Scheduler

    Who It’s Perfect For:

    • Startups needing a professional booking system

    • Coaches, consultants, and service providers

    What You’ll Need Before We Start:

    • Google/Outlook calendar

    • Availability schedule

    • Appointment types

    • Zoom/Meet login

    • Website login

  • 💰 Investment: Starting $3,000 CAD
    ⏳ Timeline: Various on project complexity

    Your membership site built, organized, and ready for students or clients.

    What’s Included:

    • Platform setup (Squarespace Courses, Kabjabi, Skool, Thinkific, etc.)

    • Module upload

    • Access levels + permissions

    • Payment integration

    • Basic onboarding automation

    • Testing + Loom walkthrough

    Who It’s Perfect For:

    • Course creators and educators

    • Coaches and Consultants launching a membership or digital program

    • Startups building their first digital product or learning platform

    What You’ll Need Before We Start:

    • Platform login

    • Course or membership content

    • Brand assets

    • Pricing + offer details

    • Payment processor login

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What You Can Expect

01. Inquiry + Discovery Call

Your process starts with a brief discovery call where we talk through your goals, the platform you want set up, and what you’re hoping to achieve. This helps me understand your needs and confirm that the service you’re interested in is the right fit for your business

02. PROPOSAL +Contract

After the call, you’ll receive a clear proposal outlining the scope, deliverables, timeline, and investment. Once approved, you’ll sign the contract and submit your invoice to officially secure your project.

05.Build + Implementation

This is where I take over. I’ll set up your platform, configure integrations, build workflows, and implement everything included in your service. You’ll receive updates as needed while I handle the tech behind the scenes.

03.OnboardiNG + ASSET COLLection

You’ll complete a simple onboarding form where you can share your brand assets, platform logins, and any details I need to build your setup correctly. This step ensures everything is ready before work begins.

06.ReView & Handoff

Once your setup is complete, you’ll receive a Loom walkthrough and the opportunity to request any included revisions. After approval, your system is fully handed off—organized, functional, and ready to use.

04. KiCKOff Call

We’ll meet for a focused kickoff call to walk through your workflow, clarify your preferences, and confirm the structure of your setup. This ensures your system is built intentionally and aligned with how you operate.

Let’s work together and get your business started on the right foot...

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Frequently
Asked Questions

  • Most setups are completed within the agreed‑upon timeline outlined in your proposal. The exact timing depends on the platform and the complexity of your workflow.

  • You’ll complete an onboarding form and provide platform access, brand assets, and any workflow details needed to build your system correctly.

  • Yes — we’ll start with a short discovery call to confirm your goals and make sure the service is the right fit for your business

  • Yes — you’ll receive a Loom walkthrough showing you how everything works so you feel confident using your new setup.

  • Absolutely. Each setup includes a revision window so you can request adjustments after reviewing your walkthrough video

  • Yes, you can transition into a monthly support plan if you’d like continued help maintaining or updating your systems.