Professional Subtrio Setup Service
Want to Skip the Setup
Struggle?
If you're a busy entrepreneur, you definitely need an all-in-one CRM like Subtrio.
But who has the time to make that switch and get up and running?
Between serving your clients, managing your business, and trying to have a life outside of
work, the last thing you need is another overwhelming tech project on your plate.
So, don't add one.
Let Me Do It For You
The Hidden Cost of DIY Setup
The Subtrio team is fabulous and they offer a lot of resources to get you started.
You can absolutely do this on your own.
But You Don't Have To
Your time is precious.
Save your energy and momentum for the work that truly lights you up and serves your clients best.
Weeks of Learning
Subtrio can do it all and that's a lot to take in
all at once
Lost Leads
From forms and automations that aren't properly
connected to your systems
Missed Opportunities
Trying to juggle technical setup while maintaining the level of service your clients deserve
Technical Growing Pains
Domain connections and integrations require specific knowledge to master
Delayed Launch
Every week spent learning setup is another week your competitors are capturing the clients you could be serving
Missing Family Time
Spending evenings and weekends learning new systems instead of being present with people who matter most
The Reality?
Most busy entrepreneurs need 3-4 weeks of dedicated learning time to master their setup.
While it will end up being worth it in the long run (because I don't know if I've mentioned it but Subtrio really can do it all),
that's a month of your business growth put on hold.
Introducing the
Subtrio Success Starter
Everything you need for a perfectly functioning Subtrio account
completely handled for you while you focus on what matters most in your business.
With this startup package, you’ll get:
Professional results without the professional learning time
Confidence that your system will work when you need it to
More time to focus on what you do best - serving clients
Configured Settings
I will professionally configure all of your business settings and platform preferences that will enable automatic data population and seamless functionality from day one.
Subdomain Connection
I'll find and compile all of the technical records you need for subdomain connection into a ready-to-submit support ticket for your hosting provider and verify they're all running smoothly.
Email System Optimization
I'll make sure every email you send is compliant with Google's standards and optimized for deliverability.
Branding Design Kit Installation
I'll input your branding design kit across the platform and apply your brand colors, fonts, and style to your client portal for a professional, cohesive look.
Fully Functional Freebie Funnel
I'll build your complete digital download lead magnet funnel with landing page, opt-in form, thank you page, automated delivery email, and welcome sequence trigger - all ready to capture and nurture your leads.
Automated Welcome Sequence
I will brand and automate a 3-email welcome sequence that nurtures your new subscribers and keeps your business top-of-mind after they receive your awesome freebie.
Special Launch Price!
Done-For-You Subtrio Setup for only
$597
Stop Duct Taping Your Business Together
Why Subtrio?
You're already juggling enough without managing five different logins, three billing cycles, and wondering why your email list isn't talking to your course platform.
Subtrio isn't just cheaper than the tool chaos you're currently managing – it's designed for entrepreneurs who want their business to actually work together. One platform. One login. One monthly bill. Everything connected.
While your competitors are still copying and pasting contact information between systems, you'll be running automated sequences that nurture leads while you sleep.
Ready to Ditch the Digital Duct Tape?
🎁 BONUS: Use my affiliate link to get Subtrio and I'll throw in one of my funnel templates absolutely free. I'll add it to your account as I streamline it for you.
Hey there, I’m Jess
And I have a confession. . .
I actually enjoy setting up CRM systems. I know, I know – that probably makes me a little weird. But here's the thing:
I love it. So, you don't have to.
While you're busy being brilliant at what you do – coaching, creating, teaching, healing – I'm the one who gets excited about email automations and funnel flows. It's like we're the perfect business partnership: you focus on your zone of genius, I handle the tech that makes it all work seamlessly.
With over a year of hands-on Subtrio experience and a background in clinical research (hello, attention to detail!), I've seen what happens when systems are set up right versus when they're... well, not.
If you're ready to have a Subtrio account that actually works the way it's supposed to, I'm ready to make that happen while you focus on what matters most – your clients and your impact.
How It Works
Simple. Professional. Stress-Free.
Secure Your Spot
01
Pay a $100 deposit to secure your spot on my calendar and immediately receive your Subtrio SmoothStart Index (see step 2).
Complete Your Subtrio SmoothStart Index
02
You'll receive my Subtrio SmoothStart Index - a streamlined Google Doc that gathers just the essential information I need for your setup including your business info, branding preferences, and copy for your funnel and emails. It comes with a video to walk you through everything.
When you submit your completed Index, you'll pay the remaining $497 $397 balance for the Subtrio Success Starter and I'll get to work.
Grant Me Access
03
Watch my simple video tutorial showing you exactly how to add me as an admin to your Subtrio account (don't worry - it's very easy and my video will walk you through it step by step).
I Handle Everything
04
Sit back and relax while I set up your complete Subtrio account. You'll get updates along the way so you know exactly what's happening.
Subtrio Success
05
Receive a custom video showing you exactly where
everything is and how to use your new system.
Questions? Concerns? I'm here to support you.
Why We Use a Deposit System
$100 secures your spot → 30 days to complete your prep work → $497 $397 when you're ready to proceed
This protects my calendar for serious clients while giving you lots of extra time to gather everything needed for a perfect setup. No rushing, no pressure - just a clear timeline that works for both of us. Your deposit applies to your $497 $397 total, so you're simply splitting the investment into two payments.
*The index won't necessarily take you 30 days to complete, this is just buffer time because we know life is gonna life.
**The $100 deposit is non-refundable as it reserves your dedicated spot on my calendar and covers the cost of preliminary efforts I will put into your service.
This ensures I can maintain availability for committed clients while providing you with valuable resources regardless of timing.
Frequently Asked Questions
How techy do I need to be for this?
Not even a little bit. I designed this service to be the easy button. I will walk you through how to add me as an admin and then I'll handle the rest.
What do I need to have ready before we start?
I'll need your basic business information (contact details, website, etc.), any existing branding materials like logos and brand colors, landing page and email copy, and the link you want to send your people to to collect their lead magnet. I'll walk you through exactly what I need after we get started.
Is it safe to give you access to my Subtrio account?
Yes! I only need admin access to set up your account, and you can remove my access anytime after completion. I treat all client information with complete confidentiality and professionalism.
Let's do this!
Questions? Concerns? On the fence?
Shoot me an email at [email protected]
$100 Deposit Today
Complete Your SmoothStart Index
$497 $397 Final Payment
Subtrio Success
