Description:
Simplify your workflows with expert help setting up or optimizing your CRM or project management tools. iAssist ensures your systems are organized, automated, and customized to support your client experience and daily operations.
Best for: Clients setting up or cleaning up their client management or project tools.
Hourly Option: $60/hr
Project Rate: $350–$800 per setup
(varies by system complexity — e.g., Dubsado = lower end, ClickUp = higher end)
Includes:
Assistance selecting and setting up CRM or workflow tools (e.g., Dubsado, HoneyBook, ClickUp, Asana)
Basic automation and form setup
Data entry or import assistance
Walkthrough and documentation of system setup
Exclusions:
Custom API or coding integrations
Large-scale database migrations
Advanced automation strategy or data analytics setup
Description:
Simplify your workflows with expert help setting up or optimizing your CRM or project management tools. iAssist ensures your systems are organized, automated, and customized to support your client experience and daily operations.
Best for: Clients setting up or cleaning up their client management or project tools.
Hourly Option: $60/hr
Project Rate: $350–$800 per setup
(varies by system complexity — e.g., Dubsado = lower end, ClickUp = higher end)
Includes:
Assistance selecting and setting up CRM or workflow tools (e.g., Dubsado, HoneyBook, ClickUp, Asana)
Basic automation and form setup
Data entry or import assistance
Walkthrough and documentation of system setup
Exclusions:
Custom API or coding integrations
Large-scale database migrations
Advanced automation strategy or data analytics setup
