The Smooth Operator – TSO

CRM Setup

The setup that makes signing new clients feel effortless.

If you’re still manually sending forms, contracts, invoices, and welcome emails, it’s probably taking up more time and headspace than it should. The Smooth Operator brings your onboarding process together into a single, connected system, so every new client gets the same professional experience from day one.

Is This For You?

You know your business needs better systems. You just haven't gotten around to it.

Maybe you're sending contracts manually. Maybe your onboarding process is really just a series of emails you send in a slightly different order each time. Maybe you've been meaning to set up your CRM properly for months, but every time you sit down to do it, something more urgent comes up.

That's normal. Most service providers are running their business this way at some point.

But if it's starting to feel like it's costing you time, professionalism, or peace of mind, The Smooth Operator is exactly the reset you're looking for.

You might recognise a few of these

You're still sending contracts and invoices manually, one at a time.
Your CRM exists, but it's not actually being used properly.
Every new client gets a slightly different onboarding experience.
You've been meaning to sort out your systems for a while now.
You want things to feel more professional, for you and for your clients.
You don't need a huge overhaul. You just need the basics done properly.

What Changes

What it feels like once your onboarding is sorted.

Instead of

Manually sending a pre-qual form, then a proposal, then a contract, then an invoice, it all happens in sequence, automatically.

Instead of

Wondering if you remembered to send something, your CRM tracks exactly where every client is in the process.

Instead of

A different onboarding vibe every time, every client gets the same polished, professional first impression.

Instead of

Feeling like your backend doesn't match the quality of your work, it finally does.

This isn't about adding more to your plate. It's about taking the parts of onboarding that don't need to be manual and making sure they're not.

What's Included

Everything that goes into The Smooth Operator.

A focused, essential CRM setup, reviewed, built, tested, and handed over with a walkthrough so you know exactly how to use it.

01 Onboarding & Intake Review +

Client onboarding & intake form reviewWe start by looking at how clients currently move through your process, what's working, what's missing, and where things break down.
Pre-qualification form setupA branded form that filters and qualifies new enquiries before they land in your inbox.

02 CRM Automations +

Appointment scheduler configurationBooking calls or consultations becomes a one-click experience — no back-and-forth emails.
Proposal, contract & invoice setupAll three connected and automated within your CRM, so nothing has to be sent manually again.

03 Handover & Training +

Full testing and revisionsWe run through the entire flow as if we were a new client and fix anything that doesn't work exactly as it should.
Client implementation & walkthrough videoA recorded walkthrough so you know exactly how everything works and how to manage it going forward.

The Process

How it works, from first call to handover.

Four stages over four to six weeks. You'll always know what's happening and what's coming next.

Review

We look at your current onboarding and intake process, what exists, what's missing, and what needs fixing.

Setup

We build out your pre-qual form, scheduler, proposal, contract, and invoice, all connected within your CRM.

Test & Refine

We test the entire flow end to end and make any adjustments needed before it's ready for real clients.

Walkthrough

You get a recorded walkthrough of everything so you can manage and adjust it confidently going forward.

CRM Platforms

Dubsado
HoneyBook
Moxie

If you're already using one of these platforms, we'll work within your existing setup. If you're starting from scratch, we'll help you choose the right fit based on your business, workflow, and budget.

Investment

What it costs.

A focused, one-time investment in getting your client onboarding right, so it stops costing you time and starts working for you.

Investment Starting At

$1,500

One-time · 4–6 week implementation

Everything that's included

Client onboarding & intake form review
Pre-qualification form setup
Appointment scheduler configuration
Proposal, contract & invoice setup
Full testing and revisions
Client implementation & walkthrough video

Need more than just onboarding? The Scaling System ($3,000) builds out your full CRM, automations, and project management setup, and many clients start here before upgrading.

What you might be wondering

The FAQs

I don't have a CRM yet, can you set one up for me?

Yes. If you’re starting from scratch, we’ll help you choose the right CRM for your business and budget, then build everything within it from there.

What if I already have some of this set up?

That’s fine, we’ll work with what you have. Part of the process is reviewing your current setup, so we’ll build on what’s working and fix what isn’t.

Is this enough, or do I need The Scaling System?

For most service providers, just getting their onboarding sorted, The Smooth Operator is exactly right. If you’re also dealing with project management chaos, team visibility issues, or need more advanced automations, The Scaling System goes further. If you’re not sure, we’ll talk it through on the consultation call.

Will I be able to manage it myself afterwards?

Yes. You’ll get a full walkthrough video covering everything that’s been built, so you understand exactly how it works and how to make changes going forward.

How does payment work?

We’ll discuss the scope during the consultation call and send a proposal, contract, and invoice once everything has been agreed upon.

Ready to stop piecing your onboarding together?

If you’ve been meaning to fix this for a while, let’s just get it done.

We’ll spend time understanding how clients currently move through your process, what’s not working, and map out exactly what The Smooth Operator would look like for your business.

Need more than onboarding?

The Scaling System covers your full systems build, CRM, automations & project management, at $3,000

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