Rebel CRM

Client OnBoarding doesn’t need to be a headache, it can easy for both you and your client!

You know that a good Client Experience is THE MOST important part of any business. Making sure that your clients are well taken care of is one of the most important things that you can do for your business and your clients. But figuring out how to make those CRM systems work for YOUR business would leave anyone in need of a glass of wine!

I know exactly how you feel! I went through dozens of different systems and softwares before finding one that worked for me, until finally, I realized that I needed to figure out what my process was first and then find a system that I could adjust to fit MY Business instead of the other way around. That’s what Rebel CRM can do for you!


First, we’ll look at what your process IS and then we’ll find a system that works for YOUR Business! Not the other way around.


Once you know what your client onboarding process would Ideally look like we’ll look at the perfect mix of systems to make it work for you!

No more hours spent trying to fit your business into someone else’s structure! Your clients deserve a system that feels just right for you and your offerings so that you can focus on making your clients feel right at home!


Let’s build a system that works for your business!
So that your clients can feel welcomed and taken care of!


It’s time to take your business to the next level, with a client system that will save you time while taking care of your clients!

That’s exactly what I’ll do for You!


With the Rebel CRM  Package I’ll help you figure out:

  • Your unique process for OnBoarding your clients.
  • What system is right for you and your business.
  • How to keep your client’s taken care of and on track.


The Rebel Lead Magnet Package Includes:

  • A Pre-call Assessment of you and your business that will help us get clear on your current challenges and goals.
  • 60 Min Session, where we’ll go over your current client management system and look at what’s working and what’s not working.
  • Full set-up of your complete Client Relationship System.
  • Import of your current clients into the new system.
  • Two weeks of access to me in your inbox for any questions as you go out and use what we’ve built.


Your Investment $397


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