SYSTEMS PROJECTS & CONSULTING
Fix the System Problem That’s
Slowing Your Business Down
When you need a specific CRM, automation, migration, integration, cleanup, or funnel project completed, Jeraa provides focused help with a clearly defined scope and practical next steps.
You can work with us whether you use Jeraa CRM, HighLevel, or another supported platform.
Defined scope • Clear recommendations • No ongoing plan required
common systems projects
Defined Projects. Clear Outcomes.
Sometimes you don’t need another ongoing service—you need one specific system problem addressed properly.
Jeraa provides focused help with defined CRM, automation, workflow, migration, integration, funnel, and follow-up projects.
CRM Cleanup & Optimization
Clean up confusing pipelines, unnecessary fields, inconsistent tags, outdated workflows, and other issues that make your CRM difficult to use or trust.
CRM Migrations
Move contacts, relevant data, pipelines, and system information from one platform to another based on the needs and condition of your existing account.
Workflow & Automation Builds
Build or improve workflows for lead follow-up, client onboarding, appointment communication, internal notifications, task assignments, reviews, and other repeatable processes.
Software Integrations
Connect supported tools so information can move more smoothly between your CRM, calendars, forms, payment systems, marketing platforms, and other parts of your business.
Funnels, Forms & Client Journeys
Create or improve forms, surveys, booking flows, landing pages, and follow-up paths that move leads and clients through a clearer experience.
Contact Reactivation & Follow-Up
Organize and segment existing contacts, then build structured follow-up designed to reconnect with appropriate leads or past clients.
is this the right fit?
When a Systems Project Makes Sense
A Systems Project is designed for businesses that need focused help with a specific problem, build, transition, or improvement.
It may be the right fit when:
For current CORE and CORE+ clients, a Systems Project may also be appropriate when the requested work falls outside the setup or monthly support included with your plan.
1. You Can Identify the Problem
You know which process, platform, workflow, or part of the client journey is creating friction—even if you aren’t completely sure how to fix it.
2. You Have a Clear Goal
You have a practical outcome in mind, such as cleaning up your CRM, moving platforms, improving follow-up, connecting systems, or building a more dependable workflow.
3. You Need Focused Implementation
You need dedicated help completing a defined project, but you do not necessarily need an ongoing CRM plan or fully managed growth service.
How a Systems Project Works
Every project is different, but the process stays clear and practical from the initial conversation through completion.
PHASE 01
Discovery & Project Review
We’ll talk through what is happening now, what isn’t working, what tools are involved, and what you need the finished system to accomplish.
PHASE 02
Scope & Recommendation
You’ll receive a clear recommendation outlining the proposed work, expected deliverables, responsibilities, estimated timeline, and project investment.
PHASE 03
Build & Implementation
Once the scope is approved and the required access and materials are available, we’ll complete the agreed-upon configuration, cleanup, migration, integration, automation, or build.
PHASE 04
Review & Handoff
We’ll review the completed work with you, address any included adjustments, and provide the guidance or documentation defined in your project scope.
project scope & pricing
Clear Scope. Practical Recommendations
Systems projects are quoted based on the work required—not placed into a one-size-fits-all package.
Before work begins, we’ll define what is included, what you’ll need to provide, the expected timeline, and the project investment.
Your scope may be influenced by:
1. The Work Being Completed
A focused workflow adjustment requires a different level of work than a full CRM migration, multi-step automation build, or system restructuring.
2. The Condition of the Current System
Existing data, workflows, documentation, account organization, and previous configuration can affect the amount of cleanup or preparation required.
3. Platforms and Integrations
The number of tools involved—and whether they connect through native integrations, supported connectors, or more customized methods—can affect the project scope.
4. Training & Handoff Needs
Your project may include walkthroughs, documentation, team training, or other handoff support when those items are included in the approved scope.
If the Scope Changes
If we uncover a need that falls outside the agreed-upon project, we’ll explain the recommended change and provide updated pricing before completing additional work.
You’ll always have the opportunity to review and approve additional work before it begins.
Not Sure What Needs to Be Fixed First?
Sometimes you know the systems behind the business aren’t working well—but the problems are too connected, inconsistent, or unclear to confidently choose the right project.
A System Audit provides a structured review of your current CRM, workflows, follow-up, automation, and operational processes before you invest in implementation.
Your System Audit includes:
A review of your current systems and workflows
Identification of friction, gaps, and areas of unnecessary manual work
Prioritized findings and practical recommendations
An Action Planner showing what to address first
A 45-minute System Audit Roadmap Review
A System Audit is not required before every project. It may be recommended when additional clarity is needed to define the right scope or avoid fixing the wrong problem first.
One-time engagement • No ongoing commitment required
next steps
Let’s Talk About the Project You Have in Mind
Tell us what is happening, what is creating friction, and what you need the system to do differently.
We’ll help you determine whether the next step is a defined Systems Project, a System Audit, one of the CORE plans, or another Jeraa solution.
30-minute conversation • No obligation • Clear next steps
What Happens Next
We review the problem, project, or outcome you have in mind
We ask questions about your current tools, workflows, and requirements
We help determine the most practical service path
If a Systems Project is the right fit, we outline the next steps for defining the scope
Jeraa Marketing
CRM, automation, and business systems that make service businesses easier to run.
Jeraa Marketing
CRM, automation, and business systems that make service businesses easier to run.
© 2026 Aidelia Rae, LLC d/b/a Jeraa Marketing. All Rights Reserved.