You are good at what you do. You have results. Testimonials. A reputation built on work that delivers.
But something keeps getting in the way.
You still find yourself justifying your pricing. Watching competitors with weaker portfolios get booked out. Sending your website link and hoping no one looks too closely.
Here is what is actually happening.
You're hiring three people to solve one problem.
One person for branding. Another for the website. Someone else for the CRM. You are left stitching it all together and hoping it feels cohesive.
Your backend is costing you clients you already won.
A great brand attracts the right client. But if the backend is manual, inconsistent, or slow, the experience falls apart. Follow-ups get delayed. Onboarding takes too long. Small gaps create doubt.
Your brand is telling a year-one story.
Your work has evolved. Your positioning has sharpened. Your rates have increased. But your visual identity and website still reflect an earlier version of you. That disconnect makes premium clients hesitate.
THE REALITY
You’ve Outgrown Your Brand. And Your Business Feels It.
This Is For You If:
- Your work has elevated but your brand has not
- You are watching peers with weaker results charge more
- You feel confident in your service but not in your online presence
- You want a cohesive process instead of managing multiple contractors
- You are ready for a brand that reflects your level
The Legacy Brand Intensive
You have had the vision for a while. Clean. Warm. Editorial. Refined. The kind of brand that feels established the moment someone sees it.
You tried templates. Tweaked colors. Rewrote headlines. Got close. But it never fully reflected the caliber of your work.
The Legacy Brand Intensive builds what you have been trying to build, starting with positioning and ending with a fully custom website ready to convert.
We begin with strategy. Who you serve. What differentiates you. Why your ideal clients should choose you. From there, we design and build everything in alignment, including your copy and photography so you launch with nothing missing.
A Strategic Brand and Custom Website Delivered in One Month
What's Included
Brand Strategy and Positioning
- Ideal client clarity and competitive positioning
- Brand messaging framework
- Voice and tone direction
- Visual direction and creative brief
Before we design anything, we clarify your positioning. We research your industry, competitors, and ideal clients. The result is not just visual direction but a messaging framework you can use everywhere.
- Primary logo and variations
- Color palette and typography suite
- Brand pattern or texture
- Brand style guide with usage guidelines
Your identity system communicates value before you speak. Every element is chosen intentionally to reinforce your positioning.
- Custom Squarespace, Showit or Wix website, up to five pages
- Mobile-optimized, conversion-focused layout
- SEO foundation setup
- Contact form or booking integration
Your website should guide the right visitors toward action. It must be structured strategically and built to convert.
- Professional website copywriting for all pages
- Curated stock photography selected for your brand
You do not need to stare at a blank page. We write your website copy based on the strategy we develop together. Your messaging and visuals stay aligned from headline to contact form.
- Client Document Suite, including Service Guide, Proposal, and Goodbye Guide
- CRM Templates for HoneyBook or Dubsado
- Social Media Launch Kit with 12 branded Canva templates
- Email Signature Suite for you and up to two team members
Your brand lives beyond your website. It shows up in proposals, client documents, emails, and social media.
Choose two of the following:
- Website training walkthrough
- All brand asset files in every necessary format
- 30 days of post-launch support
Going live is only the beginning. You receive:
What's Included
Brand Strategy and Positioning
Two Brand Expansion Kits
Launch Support
Brand Identity Design
Custom Website Design and Development
Copywriting and Photography
$6,500 full rate
$4,500 founding client rate, limited to 3 to 4 clients
The founding rate is a strategic exchange. You receive the full service at a reduced investment. We build portfolio work and case studies. Both sides benefit.
What's Included
Brand Strategy and Positioning
Two Brand Expansion Kits
Launch Support
Brand Identity Design
Custom Website Design and Development
Copywriting and Photography
One month from Strategy Call to launch
What's Included
Brand Strategy and Positioning
Two Brand Expansion Kits
Launch Support
Brand Identity Design
Custom Website Design and Development
Copywriting and Photography
- 50/50 - 2 equal monthly payments
- 40/30/30 - 3 monthly payments
What's Included
Brand Strategy and Positioning
Two Brand Expansion Kits
Launch Support
Brand Identity Design
Custom Website Design and Development
Copywriting and Photography
Your brand is the promise. Your systems keep it.
This Is For You If:
- You are manually onboarding clients
- Leads slip through the cracks
- Your CRM exists but you barely use it
- Your client experience feels inconsistent
- You want your backend to match your brand
The Five Figure Systems VIP Weekend
Your brand makes the promise. Your systems keep it.
This is a full CRM build completed over one focused weekend. We map your client journey, build workflows and automations, write email sequences, and design branded templates so your backend runs smoothly.
We have built CRM systems for more than 120 businesses. We know what holds up over time and what creates friction.
HoneyBook or Dubsado Setup and Complete Automation
- Walkthrough of your current process
- Complete workflow map built before the weekend
- Workflow Mapping Call to finalize every step
We audit your current client journey and design a workflow that supports how you actually operate.
- Complete CRM setup
- Custom workflows for each service
- Branded proposal and contract templates
- Questionnaires and feedback forms
- Payment plans and automated reminders
- Meeting schedulers with reminder sequences
We build your full HoneyBook or Dubsado system from the ground up.
- Inquiry auto-response
- Booking confirmation
- Welcome sequence
- Project milestone check-ins
- Offboarding and review request
Every email is written intentionally and timed strategically
- Custom proposal template
- Branded form templates
- Customized client portal
- All design assets delivered in Canva
Your CRM will look like an extension of your brand, not a generic platform.
- Full walkthrough and training video
- 30 days of support via Change Request Form
- Optional 30-minute check-in at day 14
What's Included
Post-Weekend Support
Strategy and Workflow Mapping
CRM Setup and Automation
Custom Email Sequences
Branded Client Experience Assets
$3,500 standalone
$2,500 founding rate
What's Included
Post-Weekend Support
Strategy and Workflow Mapping
CRM Setup and Automation
Custom Email Sequences
Branded Client Experience Assets
The Details
InvestmenT
Bundle with Legacy Brand Intensive
What's Included
Post-Weekend Support
Strategy and Workflow Mapping
CRM Setup and Automation
Custom Email Sequences
Branded Client Experience Assets
$1,500 founding add-on
$2,500 full add-on
What's Included
Post-Weekend Support
Strategy and Workflow Mapping
CRM Setup and Automation
Custom Email Sequences
Branded Client Experience Assets
Three weeks from Workflow Mapping Call to completion
What's Included
Post-Weekend Support
Strategy and Workflow Mapping
CRM Setup and Automation
Custom Email Sequences
Branded Client Experience Assets
- Stand Alone: 50/50 - 2 equal monthly payments
- Bundle: 40/30/30 - 3 monthly payments
LISA R.
Corporate Side Hustler
"Seriously so happy with how things turned out and my overall experience."
If you're looking to automate your business and have someone who is truly knowledgeable about what to include and what to leave out, this is it. Just this week alone after implementing everything, I've had 2 new inquiries come through the smart files.
NIKI B.
McNeil Brown Interiors
"A Client Booked Me From My Response Time and the Overall Look Alone."
I've already been told that clients have never received such a detailed and professional proposal from a photographer. The client said if I'm doing this before they even pay, they already know their experience is going to be amazing.
ANSON V.
Flora the Venue
"Get Your Systems in Order So You Can Show Up as Your Full Self."
Kelli's knowledge and suggestions on how to find the right CRM for our process made all the difference. Kay + Co. did a great job, was very responsive on Slack, and was flexible in working with us to find what actually fit our workflows. They did not just set it up and leave us to figure it out.
How It Works
Before we design anything, we research your business, your competitors, and your industry. You receive a brand strategy questionnaire that has already been partially completed using research on your market. You review what we gathered, add your perspective, upload inspiration, and complete the remaining prompts.
We also hold a Strategy Session to align on direction and clarify anything that surfaced during the questionnaire.
Your time:
The Process
THE LEGACY BRAND INTENSIVE
Prep
Plan
Behind the scenes, we refine your positioning and creative direction. Then we meet for a 90-minute Strategy Call to walk through your messaging framework, visual direction, and brand positioning in detail.
By the end of that call, you will know exactly who your brand is speaking to, what it stands for, and how it should feel. The build begins the next morning.
Your time:
We build your brand identity, design and develop your custom website, write your copy, select photography, and create your two Brand Expansion Kits. Everything is built in parallel from the same strategic foundation so nothing feels disconnected at the end.
You will have two structured review checkpoints to provide feedback and ensure alignment. Outside of those moments, we handle the execution.
Your time:
Your website goes live. You receive all final deliverables including logo files in every format, brand guidelines, your selected Expansion Kits, and a full website training
walkthrough so you can confidently make updates on your own.
For 30 days after launch, you have access to post-launch support to address any real-world adjustments that come up.
Your time:
THE FIVE FIGURE SYSTEMS VIP WEEKEND
Prep
We start by mapping your client journey.
You complete a detailed systems questionnaire covering every service you offer, how clients currently move through your process, and where friction exists. We also conduct our own review of your business and industry before your Workflow Mapping Call.
By the time we meet, we are prepared with a draft workflow map to review and finalize together.
Your time:
THE FIVE FIGURE SYSTEMS VIP WEEKEND
Prep
Plan
After the Workflow Mapping Call, we begin preparing for the build.
We draft your email sequences, design branded templates and proposals, build your Canva assets, and organize every component needed for implementation. The goal is simple. When Friday arrives, we are building, not brainstorming.
You may review drafts during this time to ensure everything reflects your voice and expectations.
Your time:
THE FIVE FIGURE SYSTEMS VIP WEEKEND
Prep
Plan
Produce
From Friday through Sunday, we build your complete HoneyBook or Dubsado setup.
Every workflow. Every automation. Every email sequence. Every branded proposal and template. Your CRM is structured to manage follow-up, onboarding, payment reminders, and communication automatically.
You are available for quick questions via Slack, but you are not actively building alongside us. Your role is to stay accessible while we execute.
Your time:
At the end of the weekend, you receive a full walkthrough video explaining exactly how your system works and how to manage it moving forward.
For 30 days, you can submit change requests through our form if something needs adjusting once you begin using it in real scenarios. There is also an optional 30-minute check-in call at day 14 if you want additional support.
The goal is not just a completed system. It is confidence using it.
Your time:
Frequently Asked Questions
If you are unsure which platform is right for you, we will discuss it during your consultation and choose the best fit for your business model.
You will review and approve everything before it goes live, but you do not need to write a single word.
Founding clients receive the exact same service, process, and deliverables as full-rate clients. The only difference is investment. Once those spots are filled, pricing moves to full rate.
It also pairs naturally with the Legacy Brand Intensive if you want your frontend and backend built together.
We start with a full audit. We identify what is working, what can be refined, and what needs to be rebuilt properly. You do not need to start from scratch, but by the end of the process your CRM will feel intentional and streamlined.
