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.
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
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
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