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Take Five

Small business tech automation that gives you your time back

Running a small business shouldn’t mean doing everything by hand. Take Five is your streamlined tech setup that connects five core systems—website, CRM, booking, payments, and follow-up into one easy-to-use, automated workflow.

From capturing leads to getting paid, this package eliminates repetitive tasks and gives you the freedom to focus on what really matters. We’ll handle the setup, automation, and training—so you can finally take five.

Book a consultation and get a custom quote for your project

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Take Five: Lite

For solopreneurs and startups just getting systems in place.

Price: $1,950 one-time
Best for: Coaches, freelancers, wellness providers, side hustlers

Includes:

  • Website integration (Squarespace/Wix/WordPress)

  • Lead capture form + CRM setup (HubSpot Free or Zoho)

  • Basic booking setup (Calendly or Acuity Free)

  • Stripe or Square payment connection

  • Email follow-up automation (Mailchimp Free)

  • Simple QuickBooks invoice integration (Zapier or manual sync)

  • 1 automation flow (e.g., lead → email + booking)

  • Training call + written SOPs

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Take Five: Standard

For small service-based businesses with regular client volume.

Price: $3,500 one-time
Best for: Small teams, wellness studios, trades, creative firms

Includes everything in Lite, plus:

  • Branded email templates + SMS automations

  • Booking system with intake forms + calendar sync (Calendly Pro, Acuity)

  • CRM with segmented pipelines and lead tags (HubSpot Starter, Zoho CRM)

  • Multi-step QuickBooks automation (e.g., invoice triggers from bookings)

  • Review request automation (NiceJob or Podium)

  • Dashboard setup with GA4 + Looker Studio

  • Up to 3 automation workflows

  • 30-day support window

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Take Five: Pro

For growth-stage businesses that need full visibility and optimization.

Price: $5,250 one-time
Best for: Multi-service businesses, busy practices, or agencies

Includes everything in Standard, plus:

  • GoHighLevel CRM setup (or advanced HubSpot/Zoho config)

  • Custom intake forms + automated file handling

  • QuickBooks Online integration with auto-categorization

  • Customer portal or internal dashboard setup (via Notion, Airtable, or Memberstack)

  • Advanced booking/payment logic (e.g., deposits, service tiers)

  • Performance dashboards across lead → booking → payment funnel

  • Up to 5 automation workflows

  • 60-day support window + live training session