Ivorey CRM Setup & Migration Support

Helping founders bring their systems, automations and client management into one organised platform so the backend of the business finally works the way it should.

Built on GoHighLevel

and designed specifically for modern online businesses.

You signed up for Ivorey because you knew your business needed better systems.

But between running your programs, supporting clients and managing your team, the setup never quite got finished.

That’s where I step in.

don't worry You're Not Alone..

Most Founders Start The Setup...Then Business Takes Over

Many of the founders I work with have already signed up for Ivorey or GoHighLevel.

They know the platform has the potential to simplify their business.

But what often happens is:

  • The setup gets halfway done

  • Automations become confusing

  • Pipelines don't reflect the real sales process... if there even is one!

  • And systems start feeling heavier instead of easier

Add in a VA or small team trying to manage things behind the scenes and suddenly the structure becomes unclear.

That’s where bringing in someone who understands both systems and operations makes all the difference.

One Platform Instead of Five

Ivorey brings together many of the systems online businesses rely on every day.

When structured properly, it can replace tools like:

Kajabi
ActiveCampaign
ClickFunnels
Calendly
Email marketing platforms
Lead tracking systems

Creating a single place for your CRM, funnels, automations, pipelines and client management.

Which means fewer platforms to manage and a backend that actually supports your business as it grows.

How I Support Founders With Ivorey

CRM Setup

Designing the structure of your CRM, pipelines and automations so your business operates smoothly.

Platform Migration

Moving your contacts, funnels and automations from platforms like Kajabi or ActiveCampaign into Ivorey.

System Cleanup

Reviewing and restructuring existing automations and pipelines that have become messy over time.

Operational Systems

Designing the workflows and structure your team can maintain moving forward so the backend of the business stays organised.

Most Founders Come To Me When…

  • they signed up for Ivorey but never completed the setup

  • their VA is trying to manage the backend but the system structure isn’t clear

  • they want to consolidate multiple platforms into one

  • launches and client onboarding feel more complicated than they should

  • they want systems that support growth rather than create more admin

At this stage, bringing in the right support can simplify the backend of the business dramatically.

Service Options

CRM & Systems Audit

A full review of your current Ivorey or GoHighLevel setup including automations, pipelines and workflows.

Outcome: A clear roadmap for improving your systems.

Ivorey Setup or Migration

Building or migrating your CRM structure, automations and funnels so the system supports your business properly.

Outcome: A fully organised backend ready for your team to use.

CRM Optimisation

Cleaning up and restructuring messy automations, pipelines and workflows inside an existing system.

Outcome: A simplified CRM that actually works.

Support Beyond the Initial Setup

Once your CRM and systems are built, many founders choose to continue working with my team for ongoing support.

This can include:

  • building new funnels

  • updating automations

  • preparing systems for launches

  • refining pipelines as the business grows

This works similarly to a website maintenance arrangement ensuring your systems continue to support your business as it evolves.

Optional Operational Support

Some founders also decide to expand the relationship into a broader operational partnership.

In these cases I step in as an Operations Partner, supporting areas like team coordination, launches and business operations.

Investment Guide

Every business uses Ivorey slightly differently, so projects are scoped based on the size of your system and the work involved.

Typical investments are:

CRM & SYSTEMS AUDIT

From $450

A full review of your current CRM, pipelines, automations and workflows with recommendations for improvements.

Ivorey Setup or Migration

From $2,500

Building or migrating your CRM structure, automations and funnels so the system properly supports your business.

CRM Optimisation

From $1,200

Cleaning up and restructuring existing pipelines, automations and workflows to simplify your backend systems.

Ongoing Systems Support

From $450 per month

Available for clients who want continued support maintaining and improving their CRM and automation systems.

Every business is structured slightly differently, which means CRM and system projects can look different from one client to the next.

Alongside the common services listed above, I also regularly support founders with projects such as:

  • migrating courses from platforms like Kajabi into Ivorey

  • simplifying multiple systems into one CRM

  • rebuilding messy automations and pipelines

  • preparing systems for launches and new programs

  • structuring workflows so your VA or team can maintain the system moving forward

If you’re not sure which option best fits your situation, you’re welcome to reach out and start the conversation.

How the Process Works

The goal is to create a system that feels simple, organised and sustainable for your business.

Ready to Simplify Your Systems?

If your CRM setup has been sitting unfinished or your backend systems feel messy, this support can bring clarity and structure back to the operational side of your business.

Tell me a little about your current setup and what you're hoping to build.


I'll review your enquiry and come back to you with the best next step.

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I acknowledge the Traditional Custodians of the land on which I work and live, the Mununjali, Wangerriburra, Ugurapul, and Migunberri peoples of the Scenic Rim.
I pay my respects to Elders past, present, and emerging.