premium CRM solutions for business growth

AOS Setup Sprint

Build the business systems your company should already have.

The AOS Setup Sprint is a focused implementation package for small business owners who are ready to stop running everything from memory and start operating with clear systems.

This sprint helps organize the backend of your business by building practical tools for sales, follow-up, CRM, client intake, dashboards, SOPs, task flow, and operations.

If your business is getting leads but your process is scattered across texts, DMs, notebooks, spreadsheets, emails, and memory, the AOS Setup Sprint helps create structure so you can track, follow up, close, delegate, and grow with more control.

Who This Is For

The AOS Setup Sprint is best for:

Small business owners who are ready for implementation
Service-based businesses
Contractors and local service providers
Beauty, wellness, and mobile service businesses
Startups with paying customers but weak backend systems
Owners who are losing leads or missing follow-ups
Businesses that need a CRM, dashboard, intake form, SOPs, or task board
Owners who need systems their team can actually follow

This Is Perfect If You Are Saying:

“I need a CRM.”

“I need to track leads better.”

“I keep forgetting to follow up.”

“My business is all over the place.”

“I need a system my team can follow.”

“I need help getting organized.”

“I am tired of doing everything manually.”

“I know what needs to change, but I need help building it.”

What the AOS Setup Sprint Can Include

Your setup sprint may include:

CRM setup or cleanup
Sales pipeline setup
Lead tracker
Follow-up process
Quote or inquiry follow-up workflow
Client intake form
Client onboarding process
Weekly CEO dashboard
Business task board
SOP checklist
Admin workflow setup
Sales script or discovery call flow
Lead source tracker
Team responsibility structure
Basic automation recommendations
30-day implementation roadmap

The exact deliverables depend on your business needs, audit results, package level, and selected scope.

Core Systems We Can Build

CRM & Lead Tracking System
We help organize your leads, prospects, clients, follow-ups, estimates, and sales stages into one clear system.
This may include:
- Lead pipeline
- Client/contact records
- Lead source tracking
- Follow-up reminders
- Sales status stages
- Opportunity value tracking
Sales Pipeline Setup
We create a simple sales pipeline so you can see where every lead stands.
Example stages may include:
- New Lead
- Contacted
- Discovery Call Booked
- Quote / Proposal Sent
- Follow-Up Needed
- Closed Won
- Closed Lost
- Future Opportunity
Follow-Up System
We help create a follow-up process so leads, estimates, and warm prospects stop slipping through the cracks.
This may include:
- New lead follow-up steps
- Quote follow-up sequence
- Past client reactivation message
- Warm prospect follow-up tracker
- Follow-up message templates
- Follow-up calendar or task process
Client Intake & Onboarding
We help clean up how client information is collected and organized.
This may include:
- Intake form
- New client questionnaire
- Confirmation message
- Onboarding checklist
- Required information checklist
- Client file organization
Weekly CEO Dashboard
We help create a dashboard so you can see the numbers that matter.
This may include:
- New leads
- Calls booked
- Quotes sent
- Follow-ups completed
- Sales closed
- Pipeline value
- Revenue goal tracking
- Task progress
- Client status
SOPs & Task Flow
We help document repeatable steps so the owner does not have to explain everything from scratch.
This may include:
- Sales SOP checklist
- Follow-up SOP
- Client onboarding SOP
- Admin task checklist
- Assistant task board
- Weekly review process
- Team responsibility breakdown

How It Works

Purchase the AOS Setup Sprint or pay the approved deposit.
Complete the AOS Business Audit Intake Form.
Schedule your setup kickoff call.
AMG reviews your business systems, tools, and current process.
We confirm your setup scope and priority deliverables.
AMG builds the approved systems.
You receive your setup deliverables and review instructions.
We complete a setup review call or handoff.
AMG recommends your next step for support, maintenance, or growth.

AOS Setup Sprint Starter

$1,500

Best for business owners who need one core system built first.

Includes one primary setup focus, such as:

CRM setup
Sales pipeline setup
Follow-up system setup
Client intake system setup
Business dashboard setup

Best for businesses that need to fix one major backend gap quickly.

AOS Setup Sprint Standard

$2,500

Best for business owners who need several connected systems built.

May include:

CRM setup
Sales pipeline setup
Follow-up system
Client intake form
Weekly dashboard
Basic SOP checklist
Setup review call

This is the recommended package for most businesses.

AOS Growth System Buildout

$5,000

Best for business owners who need a more complete backend operating system.

May include:

CRM and pipeline setup
Follow-up workflow
Client intake and onboarding system
Weekly CEO dashboard
SOPs and workflows
Team task board
Sales process structure
Admin workflow cleanup
Implementation roadmap
Setup review and handoff

This is best for businesses ready to build a stronger operating foundation for growth, delegation, and scale.

Optional Deposit

$500

every 2 weeks

If approved, you may start with a $500 Setup Sprint Deposit to reserve your implementation spot.

The remaining balance is due before setup work begins unless another payment arrangement is approved in writing.

Timeline
Most AOS Setup Sprints are completed within 2–4 weeks, depending on the package, client response time, amount of cleanup needed, and scope of deliverables.
Work begins after:
- Payment or deposit is received
- Intake form is completed
- Required access or materials are provided
- Kickoff call is completed
- Scope is confirmed
Client Responsibilities
To keep your sprint moving, you may need to provide:
- Business details
- Login access or invite access to selected tools
- Current CRM, spreadsheet, or lead tracker
- Current forms, scripts, SOPs, or workflows
- Website and social media links
- Service list or offer details
- Brand information
- Timely feedback and approvals
Delays in providing information may delay delivery.
What Is Not Included
The AOS Setup Sprint does not include:
- Guaranteed revenue results
- Full-time administrative support
- Paid advertising management
- Website design unless added separately
- Advanced automation development unless added separately
- Unlimited revisions
- Ongoing management after sprint completion
- Legal, tax, or financial advice
If ongoing support is needed, AMG may recommend Monthly Growth & Operations Support.
Recommended Before This Sprint

For best results, complete an AOS Business Audit first.
The audit helps identify what should be fixed first so the Setup Sprint is focused, strategic, and aligned with your business needs.
If you purchased an AOS Business Audit, your audit investment may be credited toward your AOS Setup Sprint if you upgrade within 7 days.

Frequently Asked Questions

If I'm not happy with my purchase can I get a refund?

Please in get contact at any time if you're not satisfied with your coaching. We do our best to ensure all clients are happy and need to determine on a case-by-case basis the eligibility of refunds.

How does appointment scheduling work?

When you've completed purchasing you'll be able to login to your coaching account and can find out the next steps required to book a time for your appointment from there.

Is it possible to buy coaching more than once?

For sure! You simply need to purchase coaching again and will be able to get access to another set of coaching sessions.

Best Next Step

If your business is busy but disorganized, the AOS Setup Sprint helps build the backend systems needed to support growth.

Start your sprint today and move from scattered operations to structured execution.

Start My AOS Setup Sprint

AOS Setup Sprint

Who This Is For

This Is Perfect If You Are Saying:

What the AOS Setup Sprint Can Include

Core Systems We Can Build

CRM & Lead Tracking System

Sales Pipeline Setup

Follow-Up System

Client Intake & Onboarding

Weekly CEO Dashboard

SOPs & Task Flow