Lay the foundation. Build your systems.

Once your dream has taken shape, it’s time to build the structure that helps it stand tall. The Build Plan is designed for entrepreneurs who are ready to organize their growing business, manage client relationships, and establish systems that keep everything running smoothly.

This plan gives you the essential tools to manage your audience, book appointments, and handle your operations all from one organized dashboard.

What’s Included

• Everything in the Dream Plan: Keep your website, blog, CRM, reporting tools, QR codes, forms, and Book Vault access — and add more tools to run your business day to day.

• A CRM (Customer Relationship Manager) manages up to 200 contacts and tracks every client or lead from initial contact to follow-up.

• Multi-User Access: Add up to 3 team members — ideal for small teams collaborating on projects, client communication, or internal management.

• Calendar & Appointment Scheduling: Schedule appointments and meetings for up to 3 team members, complete with automated reminders and confirmations.

• Invoices & Payments: Create and send professional invoices, collect payments via text or email, and keep all transactions organized in one place.

• Documents & Contracts: Send, sign, and store contracts and agreements securely — keeping your client relationships professional and compliant.

• Book Vault Library Access: Unlock more templates, workbooks, and business resources to help you organize and scale your operations.

• Weekly Office Hours + Chat Support Join weekly live sessions to ask questions, get clarity, and continue building with expert support.

Who It’s For

The Build Plan is for entrepreneurs who have moved beyond the idea stage and are ready to operate like a business — not a hobby. If you need structure, systems, and a client organization, this plan helps you create a professional foundation you can grow on.