Onboarding doesn’t have to be overwhelming.
We broke it into small, useful steps — built for real humans.
You’re not lazy. You’re overloaded.
That’s why we rebuilt CRM onboarding from the ground up — for how real brains work.
We break the process into small, manageable tasks so you never feel overwhelmed. One clear step at a time — no guesswork.
Start with what matters most. We guide you through the highest-impact tasks first, so your CRM starts working right away.
You’ll see results quickly — like booked calls, new leads, and automated follow-ups.
No more trying to “figure it out” alone.
This is the CRM path designed for and by neurodivergent entrepreneurs.
No matter where you are in your business journey, there's a CRM path for you.
HighLevel single-user access
CRM (up to 1,000 contacts) with basic email and text
Social and newsletter scheduler (BYO Gmail/Workspace)
LC - Phone/Email billed separately
Get what you need to launch — no tech overwhelm.
Everything in Starter +
Unlimited users and CRM contacts
DIY website with business hosting (domain billed separately)
Workflow automation access
Custom forms, proposals, and estimates
AI Integration Enabled!
Affiliate manager
Daily office hours
Your CRM starts to feel like a real assistant.
Everything in Essentials +
Team TEA support (Account Manager, Project Manager, VAs)
Unlimited task requests (one at a time) (e.g., website build, content design, social/newsletter)
Yext SEO Optimization for a robust and consistent digital presence
Monthly check-ins and strategy calls
Daily office hours
Custom workflows, automations, and forms
ClickUp project portal + updates
Turn your CRM into a money-making machine.
This onboarding wasn’t made in a corporate lab.
It was designed by entrepreneurs with real life, real struggles, and real businesses.
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