Business Systems Setup Services for Solopreneurs

Services

We're opinionated about how we build.

Our solopreneur business systems setup service runs on three platforms — chosen based on where your business is right now. Same five deliverables, same price, same 5-day timeline. We build what your business is missing.

OUR BUILD PLATFORMS

Three platforms.

One solopreneur business systems setup service.

We don’t build on everything — we go deep on three platforms so you get an expert, not a generalist. After a short discovery conversation, we tell you exactly which path fits.

PATH A · SIMPLEST ALL-IN-ONE

HoneyBook

The fastest path to a professional client experience. CRM, contracts, invoices, payments, and scheduling — all in one dashboard. We set it up, brand it, and automate your most common client flows.

BEST FOR

Coaches, consultants, freelancers starting fresh

If you have no CRM and no client workflow, HoneyBook is the right starting point. Low learning curve, fast setup, and everything in one place from day one.

PATH C · OWN YOUR PLATFORM

FluentCRM + WordPress

Built directly into your WordPress site. No SaaS subscription, no data locked in a third-party platform. Full CRM, email automation, Stripe or PayPal payments, and a client portal — all on your own infrastructure.

BEST FOR

WordPress owners who want to own their data completely

If you’re on WordPress or building a new site with Bull City Creative, this path keeps everything under your roof. Lowest ongoing cost, highest ownership. Pairs perfectly with the Full Launch Bundle.

HOW IT WORKS

How our solopreneur systems setup service works

zero to running in 5 days.

01. Discovery call

We talk for 30 minutes. You tell us how your business runs today. We recommend the right platform and map exactly what we’ll build together.

02. We build it together

You stay in the room. We set up every system side by side — so you understand every decision and can manage it the moment we’re done.

03. You go live

Day 5 your stack is live, tested, and yours. First lead comes in — it goes into your CRM automatically. First invoice goes out on schedule. No manual work.

EVERY ENGAGEMENT INCLUDES

Five deliverables in every business systems setup

Every time.

No custom scopes at this price point. Everyone gets the same five systems — built, tested, and live in 5 days.

01. CRM Setup

Pipeline stages, contact records, and deal tracking configured for how your business actually moves clients from inquiry to paid.

02. Payment Processing

Stripe or PayPal connected and live. Clients can pay through a link, a portal, or an invoice — however your workflow demands.

03. Invoice Automation

Recurring invoices, auto-reminders, and receipts. You stop chasing money every month and the system does it for you.

04. Client Onboarding Flow

A repeatable sequence: intake form, contract, welcome email, first steps — triggered automatically when a new client books.

05. Lead Follow-Up Sequence

A 3-email automated follow-up for new inquiries. Sent on a schedule so no lead goes cold while you’re busy serving existing clients.

+

30-Day Support Window

After delivery, 30 days of async support for questions, tweaks, and troubleshooting. Included in every Stack.

PARTNERSHIP

No website? We have a

partner for that.

Our solopreneur business systems setup service starts at a flat fee — no custom quotes, no surprises. Three tiers based on where you are in your business. Taylor Advisors has partnered with Bull City Creative to offer the complete business launch — custom website and full backend, built together and delivered synchronized.

BULL CITY CREATIVE DELIVERS

Bull City Creative

TAYLOR ADVISORS DELIVERS

Taylor Advisors

$2,997

STARTING BUNDLE PRICE

~10 BUSINESS DAYS · ONE COORDINATED BUILD

HOW IT WORKS

Start with The Stack. in

Stay for the advisory.

ONE-TIME

The Solopreneur

Stack

$997

Starting Price

Your full business backend built in 5 days. CRM, payments, invoicing, onboarding, and follow-up — on the platform that fits you.

MONTHLY · MOST POPULAR

Ongoing

Advisory

$297

/mo Starting Price

You stay in the room. We set up every system side by side — so you understand every decision and can manage it the moment we’re done.

PROJECT-BASED

Custom

Build

Quoted

Complex multi-tool integrations, system overhauls, and advanced automations. Scoped after an audit call.

QUESTIONS

Everything you're

wondering about.

Do I need to already have a website to get The Stack?

No —Our solopreneur business systems setup service meets you where you are — website or no website. HoneyBook & Custom paths are standalone and don’t require a website. The FluentCRM path does require a WordPress site, but we can pair you with Bull City Creative if you need one built first.

How do you decide which platform I should use?

On the 30-minute discovery call we’ll ask about your current tools, your client volume, your budget for ongoing software, and whether you have a WordPress site. From there we give you a direct recommendation — not a menu of options.

What does "done with you" actually mean?

It means you’re present for every build session. We screen-share, we walk through every decision, and you take action on your own accounts while we guide. You end up with a system you fully understand — not a black box that only we can manage.

What if I already have some of these tools set up?

That’s fine — we audit what you have on the discovery call and build around it. If your CRM is already solid, we focus more time on the automations. The five deliverables are the outcome, not a rigid checklist.

What's the difference between The Stack and Ongoing Advisory?

The Stack is a one-time project — we build your foundation in 5 days and hand it to you. Advisory is a monthly relationship for businesses that want continued optimization, troubleshooting, and strategic growth support. Most Stack clients move to advisory within 60 days.

READY TO START

Your systems should work

as hard as you do.

Book a free 30-minute call to begin your solopreneur business systems setup. We'll recommend the right platform path and map exactly what we'll build together.