Plans & Offerings

Elite Plan

Everything included in the Essential Plan, plus:

  • Administration & Accounting

    • Microsoft 365 Setup 

    • Payroll Setup

  • Marketing & Sales

    • Website – 6 Pages 

    • Company Logo 

    • Business Card, Letterhead, and PowerPoint Template Design 

    • Signage, Merchandise, and Collateral Design

  • Operations

    • New Client Onboarding Templates

  • Customer Service

    • CRM Setup – Client and Lead Lists 

    • Client Welcome/Onboarding Email Sequence 

    • Automated Upsell Emails

Monthly Support

The Elevated Trades team is ready to provide ongoing monthly support to help you maintain smooth marketing, operations, and customer service. Here’s what’s included in our Monthly Support plan:

  • 2x Social Media Posts 

  • 2x Marketing Emails 

  • 2x Website Blogs 

  • 1x Hour of Website Edits 

  • 24/7 Access to Resources Library 

  • Dedicated Support from the Elevated Trades Team

Essential Plan

  • Administration & Accounting

    • QuickBooks Setup or Audit

  • Marketing & Sales

    • Custom Website - 4 Pages

    • Social Media Page Setup

    • Marketing Email Template

  • Operations

    • New Client Onboarding Templates

  • Customer Service

    • CRM Setup – Client List Only 

    • Business Page Setup

Enterprise Plan

The Enterprise Plan includes everything in the Essential and Elite Plan, but it is completely customizable to fit the needs and growth objectives of your trade business. Think of this option as an “a la carte” menu!

*Initial costs marked as “Starting at” are one-time charges and include training for your team. Custom requests outside the plan’s scope will be billed at $50 per hour.