Explore Our Done-For-You Service Menu
Stay in your zone of genius and we'll handle the rest.
Browse our done-for-you services, and if something catches your eye, simply click the button to send your request. Our team of Funnel Butlers will build it out for you.
No-Fuss Set Up Services
Personal Handover
Your personal account set up manager will record a personalized Loom video walking you through all of the new assets inside of your account.
The turnaround time is 2-3 business days, so you're ready to start taking bookings and payments in HeyClients as quickly as possible!
The Process
Once you make payment you will be prompted to complete an account set up form to gather all the necessary information and assets we need from you.
Once received we will open up a ticket for your request and communicate with you every set of the way.
Once everything is set up, we’ll record a personalized Loom video to walk you through your new set up.
Small Print
We offer this $97 setup service below-cost so you can setup on as easily as possible. To ensure we can deliver this service quickly and affordably to all of our members, please ensure you limit your setup to:
→ 10 products/services (with price variations)
→ 5 calendars
→ 2 contracts
The Complete Account Setup
Ready to hit the ground running with HeyClients? Let us handle the setup so you can focus on growing your business.
Just $97
Package Details
With our Complete Account Setup, you’ll receive a fully set up HeyClients account, including up to 10 products or services (with price variations), 5 calendars to manage your availability, and 2 ready-to-use digital contract—everything you need to streamline your client experience and start scaling with ease.
What's Included
Branded Emails: We’ll build custom email templates that reflect your brand, making every communication feel professional and on-brand.
Contacts & Tags: We’ll import all of your existing contacts and tags into the HeyClients CRM, giving you an organized system to keep track of leads and client data effortlessly.
Products & Payments: We’ll set up your products and services, complete with descriptions and payment plan options, so you can start using them inside proposals, invoices, checkout forms and payment links.
Proposals & Invoices: We’ll create professional, branded proposals and invoices that make a lasting impression and streamline your billing process.
Invoice Reminders: Automate payment reminders to ensure you get paid on time—without the manual follow-up.
Digital Contracts: We’ll recreate your contracts (or add our template) as ready-to-sign digital agreements, making it simple for clients to sign and move forward.
Calendars: We’ll set up your calendars (e.g., for coaching calls or sales calls) with unique times and availability, so booking meetings becomes seamless.
Appointment Reminders: We’ll set up automations to send emails that confirm new appointments and send reminders 24 hours and 1 hour before your meetings.
The Process
1. Complete the Account Setup Form: After payment, you’ll be prompted to fill out a short form to share the necessary information and assets we’ll need.
2. Easy Account Setup: Once we receive your form, we’ll open a support ticket for your request and communicate with you every step of the way.
3.Personalized Turnover: Once your account is fully set up, we’ll send you a personalized Loom video walking you through your new setup.
Zero-Fuss Migration
Let us handle the heavy lifting of moving your business over to HeyClients.
We’ll migrate your essential data, workflows, and assets from platforms like Kajabi, Wix, Squarespace, Dubsado, ConvertKit, ActiveCampaign, ClickFunnels, Circle, and more.
Our team are ninjas when it comes to helping you simplify your tech!
Package Details
Whether you're upgrading from one tool or migrating multiple platforms, our team ensures the process is simple, fast, and frustration-free. Get a custom quote based on the complexity of your business.
What's Included
Imagine what you have now being moved to one platform. With this migration service the following are included and will be moved exactly as you have them now to HeyClients.
Contacts and tags
Calendars
Contracts
Website pages
Funnel pages
Forms, surveys and quizzes
Email campaigns and templates
Email automations
Many chat/IG automations
Courses
Communities
If you don't see something above or want to ask a question about this service email us at [email protected]
The Process
1. Complete the Migration Quote Form: After completing the migration form we will review your request and get back to you within 2 business days.
2. Sit back and relax: After we have agreed on a quote and receive payment we will begin moving everything into HeyClients for you. We aim to complete this within 7 business days and send you a full video walkthrough.
3. Request Edits: After reviewing our work you have 3 business days to request any edits if you notice anything is different from how you imagined.
4. Scale With Ease: After submitting your requests (if you have any) our team will finish everything within 2 business days and again provide a full video training showcasing your new streamlined business set up.
During the entire process you will have a personal Client Success Manager who will keep you updated and communicate with you.
Any stress you feel of having things in multiple places, will be gone once this is complete!
Your Investment:
Starting From $297
Custom Website Redesign
With our custom website redesign, you’ll work directly with our expert designer to elevate your brand to reflect your unique style. We’ll take your existing brand, jazz it up and turn it into a bold, beautiful website.
No more cookie-cutter templates or boring coaching sites—this is your chance to stand out with a website that embodies your unique genius and positions your brand as the go-to choice for premium clients.
Package Details
We will design a fully customized website for you, helping you show off your unique offers and services. Just give us your imagery, desired brand colors, custom fonts and website copy—we’ll take care of the rest.
What's Included
Home & About Page: We will create a captivating home page that showcases your brand, story, and values to connect with premium clients.
Offers Page: Show off your signature offers and guide visitors towards buying or applying for your programs.
Contact & Legal Pages: Professionally crafted pages for client inquiries and legal essentials.
Contact Workflow: We’ll set up an automated system that grabs inquiries, sends a friendly confirmation.
Newsletter Workflow: A fun, simple way to collect email subscribers and send them love notes (AKA nurturing emails) that build connection and turn readers into raving fans.
The Process
1. Submit a Request: Click the button below to submit your service request. If we need any additional details, we’ll reach out. Otherwise, you’ll receive a proposal within 1-3 business days.
2. Proposal & Approval: Once you approve the proposal and settle the invoice, we’ll send you a design questionnaire and get to know what you envision for your new webiste. Timeframe: 1-3 business days.
3. Project Kickoff: Once we have everything we need, we’ll kick off your project! Our process runs in phases and timelines outlined in your proposal. We want you to be thrilled with your new website and design, so you’ll have up to 2 revisions for the overall look to make sure everything feels aligned. During the entire process you will have a personal Client Success Manager who will keep you updated and communicate with you.
This service usually takes around 2 weeks, depending on availability.
Your Investment:
From $2,999
Sexy Funnels That Convert
Taster Offer Funnel
Our Taster Offer Funnel helps turn leads into customers by offering a sneak peek of your services—giving them a taste of what it’s like to work with you.
Package Details
You provide the vision and branding, and we’ll handle the rest—from creating compelling offer pages to setting up automated workflows, upsells, and email follow-ups.
What's Included
Product Setup: We’ll configure your low-ticket product, complete with price and payment options.
Sales Page: A beautifully designed page created in your branding to highlight your offer and drive conversions.
Checkout Page: A seamless, user-friendly checkout experience for easy payments.
Optional Order Bump: A simple, strategic upsell option that makes it easy for your clients to say yes to even more value—and for you to make more money.
Thank You Page: A polished page to confirm the sale and invite clients to take the next step by exploring your premium offers.
Taster Offer Automation: Automated follow-ups to guide clients through their purchase experience and keep them engaged.
Order Bump Automations: Customized nurture sequences for clients who take advantage of the order bump, encouraging them to maximize their investment.
Add to Cart Emails: Custom follow-up emails and triggered automations that prompt clients to finish their purchase if they didn’t complete the checkout.
Post-Purchase Emails: A sequence of personalized emails to nurture new clients, build excitement, and introduce your next-level offers.
The Process
1. Submit Your Request: Share the details of your offer and branding assets so we can start building.
2. Approval & Kickoff: Once everything is set, we’ll map out the pages and automations.
3.Design & Build: We’ll create and connect all funnel elements, ensuring a seamless client experience from start to finish.
Your funnel will be fully customized to reflect your brand and optimized for conversion.
You’ll have up to 2 revisions for design adjustments to make sure it’s exactly how you envision it.
With the Taster Offer Funnel, you’ll have a fully automated, low-ticket system designed to attract clients and seamlessly lead them into your premium offers without having to deal with any of the tech.
Your Investment:
Just $897
High Ticket
Application Funnel
Let us build you a High-Ticket Application Funnel that attracts premium clients by guiding them through a seamless, compelling application process where they sell themselves on working with you.
Package Details
We’ll build a custom, high-converting funnel designed to simplify your high-ticket application process and save you time.
This funnel will include everything from your application form to automated onboarding, so you can focus on serving your clients—not chasing contracts and clients.
What's Included
Product Setup: Configure your premium offer with pricing, options, and key details.
Sales Page: A professionally designed page using your branding and copy, highlighting your offer while directing clients to apply.
Application Form & Page: A fully customizable application form to collect the details you need, with an application page that positions your program as elite and exclusive.
Thank You Page: A confirmation page thanking the applicant and sharing next steps.
Post-Application Automation & Email: Automatic emails to confirm their application and keep them engaged while they wait for approval.
Post-Accepted Automation & Email: Sends a personalized welcome email and next steps for accepted clients.
Automatic Digital Contract: As soon as the invoice is paid, a ready-to-sign digital agreement will be sent to your client, complete with email reminders.
Onboarding Form: Collect key details from accepted clients to ensure a seamless onboarding process.
Onboarding Automation & Email: Automate welcome emails and onboarding instructions so clients feel supported from day one.
The Process
Submit Your Request: Share your offer details, branding, and any necessary assets so we can begin.
Approval & Kickoff: Once you approve the setup, we’ll outline the build timeline and get started.
Design & Build: We’ll create each page, form, and automation to ensure a streamlined client experience.
Review & Launch: You’ll review the funnel and request up to 2 revisions before final approval.
Your Investment:
Just $1,111
Instagram Opt In Funnel
Our Instagram Opt-In Funnel allows you to effortlessly capture leads directly from your Instagram and guide them toward your low-ticket offers or products.
Package Details
With this package, you’ll have everything you need to capture, nurture, and convert leads straight from Instagram—without needing 3rd party tools like Many Chat.
What's Included
Opt-In Landing Page: A high-converting page designed to capture lead information and invite them to claim your free offer.
Thank You Page: A confirmation page that acknowledges their opt-in and provides next steps to keep them engaged.
Custom IG DM Automation: Our team will build you a personalized Instagram automation directly inside HeyClients.
Post Opt-In Automation: Automated follow-ups to nurture leads after they opt in, guiding them toward your offers.
Post Opt-In Emails: A tailored email sequence that delivers your freebie, provides value, and leads your audience to your low-ticket offers.
The Process
Submit Your Request: Share your branding, free offer, and any content / keywords you’d like us to include.
Approval & Kickoff: Once everything is set, we’ll begin building your funnel and automations.
Review & Launch: You’ll review the funnel and request up to 2 revisions before final approval.
Your Investment:
Just $197
Automated Masterclass Funnel
Our Masterclass Funnel is designed to position you as an expert and sell your offers by creating an engaging experience—from opt-in to follow-up—that seamlessly guides your audience and helps you convert more with ease.
Package Details
Sell your offers through a simple masterclass funnel. For best results, we recommend combining this with a Taster Offer Funnel (to turn viewers into customers) or a High-Ticket Application Funnel (to invite premium clients into your signature offers).
What's Included
Masterclass Opt-In Page: A beautifully branded page that captures lead information and invites them to watch your masterclass.
Masterclass Video Page: A custom page to showcase your masterclass video and inspire viewers to take the next step.
Post Opt-In Automation: Automatic workflows that guide your leads through their masterclass journey and keep them engaged.
Automated Follow-Up Emails: A personalized email sequence that nurtures your audience, provides value, and drives conversions.
The Process
Submit Your Request: Provide your branding, masterclass details, and any assets we’ll need to create the funnel.
Approval & Kickoff: Once the initial setup is done, you’ll review and approve the structure.
Design & Build: We’ll build your funnel pages and connect the automations to ensure everything runs seamlessly.
Review & Launch: You’ll receive up to 2 revisions to fine-tune the design before launching.
Your Investment:
From $197
Book a Call Funnel
Our Book a Call Funnel helps you seamlessly schedule and qualify potential clients, ensuring your calendar is filled with potential dream clients who are ready to take action.
Package Details
This package includes all the tools you need to streamline your sales call booking process, reduce no-shows, and turn qualified leads into clients.
What's Included
Book a Call Page: A professionally designed page that invites potential clients to schedule a call with ease.
Calendar Setup: We’ll configure your availability and booking preferences for a smooth scheduling experience.
Form Setup: A custom intake form to qualify leads and gather key information before the call.
Appointment Confirmation: Automated confirmation messages to ensure clients know their call details.
Email Reminders: Follow-up reminders sent automatically to reduce no-shows and keep clients engaged.
The Process
Submit Your Request: After payment, share your branding, call details, and any form questions you want included.
Approval & Kickoff: Once everything is set, we’ll build your booking page and automations.
Review & Launch: You’ll review the funnel and request up to 2 revisions before the final approval.
Your Investment:
From $197
Freedom Ecosystem™
Our Freedom Ecosystem™ is your complete, done-for-you sales system designed to capture leads, nurture them through strategic touchpoints, and convert them into paying clients on repeat—to your 1:1 offers or group programs.
This all-in-one ecosystem allows you to effortlessly:
Capture leads directly from IG
Nurture and convert leads, giving people a taste of your genius!
Upsell to premium spaces and offers
Close high-ticket clients seamlessly
Package Details
The Freedom Ecosystem™ is everything you’ll ever need to grow your coaching business and consistently sign more clients—without the overwhelm of managing multiple tools, allowing you more time freedom in your business.
What's Included
IG DM Lead Opt-In: Custom Instagram automation to capture leads directly from your DMs.
Taster Offer Funnel: A low-ticket funnel to give potential clients a taste of your services and lead them into your premium offers.
High-Ticket Application Funnel: An application process designed to position your high-ticket offers and qualify ideal clients.
Book a Call Funnel: A streamlined system to book sales calls and qualify leads automatically.
Course Kickstarter : A ready-to-go course set up for your clients to enjoy.
Bonus: Nurture & Upsell Email Sequence: A fully customized email sequence to build connection, provide value, and seamlessly upsell leads into your offers.
The Process
Submit Your Details: Once payment is complete, you’ll receive a form to submit all the necessary information, including your products, sales copy, email content, and any brand assets we’ll need to build your ecosystem.
Initial Build: Our team will create your entire Freedom Ecosystem™, connecting every funnel, page, and automation seamlessly.
Review & Revisions: You’ll have the chance to review the build and request up to 2 rounds of revisions to ensure everything aligns with your vision.
Launch: Once revisions are complete, we’ll walk you through your fully customized system and support you with any final adjustments so you’re ready to launch!
Your Investment:
From $2500
Courses & Community Add Ons
Course Kickstarter
Package Details
Our Course Kickstarter is a done-for-you solution designed to help you launch your course effortlessly.
We handle all the tech and setup so you can focus on what you do best—delivering transformational results to your clients.
What's Included
Branded Course Portal: We’ll provide a HeyClients course portal complete with login areas, lesson placeholders, your brand colors and logo.
Course Offer & Checkout: We’ll create your course offer for you (free or paid). This enables you to grant access and use automated workflows for seamless onboarding. We’ll also create a simple checkout page (only available with one price point) inside HeyClients.
Quick note: If you'd like a fully designed sales page with multiple price points, and/or bump offers and upsells - please add on an additional funnel service found above.
Automated Workflow & Emails: When people purchase your course, we'll create a workflow that tags them, notifies you of the sale, grants them access, and send an automated confirmation email.
The Process
After payment, you'll complete a quick form with the necessary info and assets. We'll open a ticket, keep you updated, and send a personalized Loom video to walk you through your setup. Estimated timeframe - 4 days.
The Investment
Starts at $197
Community Kickstarter
Package Details
Our Community Kickstarter is a done-for-you solution designed to help you launch your community effortlessly.
We handle all the tech and setup so you can focus on what you do best—delivering transformational results to your clients.
What's Included
Branded Community Area: We’ll provide a HeyClients community area with multiple channels and a calendar.
Communty Access Set Up: We will create a simple way for people to join your community. If you prefer to make it paid, let us know and we can set that up.
Automated Workflow & Emails: When people are added to your community we will make sure they are tagged correctly and notified with an email.
The Process
After payment, you'll complete a quick form with the necessary info and assets. We'll open a ticket, keep you updated, and send a personalized. Loom video to walk you through your setup. Estimated timeframe - 4 days.
The Investment
