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Custom-built intake and follow-up systems designed around your real workflow.

Smart Start: Signature is for established businesses that need more than a templated setup. This is a strategic implementation designed specifically for how your business operates, how your team works, and how your clients move through your process.

Where Foundation gets you up and running, Signature builds the system around you.

What’s Included

Email sending domain setup and configuration
Calendar setup and booking logic (internal or client-facing)
Custom pipeline stages aligned to your intake flow
Up to 3 core automation workflows (such as pre-consult, post-consult, and unconverted lead follow-up)
SMS setup with compliance guidance
Tagging and segmentation strategy
Automation triggers mapped to your real client journey
System testing to ensure everything runs correctly

Designed For

Businesses with a real intake process
Teams managing leads and appointments
Professionals who want automation to reflect their voice and flow
Clients who need more than plug-and-play templates

Not Included

Full copywriting of long email sequences (available via Support Blocks)
Advanced integrations or third-party sync builds
Website or funnel redesigns
Ongoing system access and live support = available through subscription plans.

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