Services

Support for every corner
of your backend.

From your clients' very first hello to the systems humming behind the scenes, we handle the moving pieces so you can focus on your work, your clients, and the impact you want to make.

Your ally in growth.

1. client experience

Client Experience & Onboarding

First impressions set the tone for everything that follows. We build intake and onboarding systems that make every client feel supported from the moment they join, and keep your CRM organized behind the scenes.

Whats Included

  • Client onboarding workflows

  • Welcome email setup

  • CRM tagging and organization

  • Intake and onboarding systems

2. Programs

Course & Program Support

Your program should feel effortless, for your students and for you. We keep modules organized, navigation clear, and the backend maintained so your course runs smoothly week after week.

Whats Included

  • Course module organization

  • Structuring course navigation

  • Managing student access

  • Backend updates and course maintenance

3. Operations

Operations & Process Support

When your systems make sense, everything gets lighter. We clean up the backend, document your processes, and turn moving pieces into simple, sustainable workflows your business can rely on.

Whats Included

  • Workflow organization

  • Backend system cleanup

  • Process documentation

  • Task and project organization

4. Day-to-day

Admin Assistance

The everyday tasks that keep a business moving deserve the same care as the big projects. We manage the details with precision and a little cheer so your days stay light.

Whats Included

  • Calendar management

  • Inbox management

  • Data entry

  • Customer support

how we work

every service follows

the calm method

Whichever support you choose, our process stays the same: a simple cycle that brings order to your backend and keeps it that way. We handle the moving pieces so you can focus on your work, your clients, and the impact you want to make.

C

CLARITY

Audit and identify what's broken, missing, or messy.

A

ALIGNMENT

Clean up systems and create structure that makes sense.

L

LOGISTICS

Build and organize the backend: CRM, onboarding, workflows.

M

MOMENTUM

Ongoing support and optimization so it actually sticks.

investment

Packages by service

Custom packages available upon request.

FOUNDATION

up to 15 hours

$750 / mo.

Backend audit and cleanup, basic onboarding, workflow setup, and light implementation support.

FLOW

up to 30 hours

$1,400 / mo.

Everything in Foundation plus full systems build: CRM, onboarding, client experience, and day-to-day backend operations management.

MOMENTUM

up to 60 hours

$2,600 / mo.

Everything in Foundation and Flow, plus steady upkeep, full course and program management, and a dedicated right hand for your backend.

"

Heidi is fantastic to work with and truly listens to your specific needs. I provided the initial concepts, and after only one minor revision, the results were spot on. I strongly recommend Heidi for all of your email and lead magnet needs.

VICTORIA LATOUF

Victoria Exec Agency, Founder

Not sure where to start?

LET'S FIND YOUR FIT TOGETHER.

Every business is different, and the right support should feel like relief, not another decision to stress over. Book a call and we'll map out exactly where CALM can make the biggest difference.

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