Build a Business That Feels Clear, Organized, and Sustainable.
First we create a strategic roadmap. Then we build the systems to support it. Finally, we help you stay focused and moving forward.
The Path Forward Roadmapping Day
Everything starts with clarity.
Before you invest in new systems, automation, or accountability, you need a clear understanding of where you are going and what matters most right now.
During this focused strategy session, we step back from the day-to-day demands of your business and create a practical roadmap for the next six months.
Together, we will:
Clarify your goals and vision
Identify what is getting in the way
Prioritize the opportunities that matter most
Build a focused six-month action plan
Define the right next steps for your business
You will leave with a clear roadmap that shows exactly what to focus on and why.
Strategy Roadmapping Day: $1,800
A CRM That Supports Your Strategy
Once your roadmap is clear, the next step is building the systems that support it.
Your CRM should reflect the way you actually work, helping you stay organized, follow up consistently, and know exactly what needs your attention each day.
During this hands-on build, we customize Zoho CRM around your process so it becomes a practical tool you can rely on with confidence.
Together, we will:
Organize your contacts and import up to 2,000 records
Build customized pipelines tailored to your workflow
Create automated reminders and follow-up sequences
Set up email templates and smart views
Deliver a personalized CRM playbook so you know how to use it daily
You will walk away with a fully customized CRM that is organized, automated, and ready to support your business.
CRM Setup & Workflow Build: $630
Ongoing Support & Accountability
Building the system is only the beginning.
Once your roadmap is clear and your CRM is in place, ongoing support helps you stay focused, make decisions faster, and keep moving forward with confidence.
Through Monthly Momentum Meetings, we work together to:
Stay accountable to your goals
Adjust your strategy as your business evolves
Simplify decisions and next steps
Improve your systems over time
Maintain clarity and momentum
You do not have to figure everything out on your own.
Monthly Momentum Meetings: $300/month
The Momentum Method®
1. Strategy Roadmapping Day
A focused planning session to clarify your goals, identify priorities, and map out the next six months.
2. CRM Setup & Workflow Build
A custom Zoho CRM designed around your process, so your follow-up and daily work become simpler and more consistent.
3. Monthly Momentum Meetings
Ongoing support to help you stay accountable, adjust as your business evolves, and keep moving forward.
Investment Options
Flexible pricing plans available, with options starting as low as $550 per month.
Strategy Roadmapping Day — $1,800
CRM Setup & Workflow Build — $630
Monthly Momentum Meetings — $300/month
Most clients begin with the Strategy Roadmapping Day and add CRM setup and ongoing support as needed.
Ready to Get Clear on Your Next Steps?
Let’s talk about where you are, what’s getting in the way, and what the right next step looks like for your business.
Whether you need strategic clarity, a CRM, or ongoing support, we’ll figure out what makes the most sense for you.
Still Have Questions? Check out some commonly asked questions below or send me a note at Erin@DefineYourLight.com
Common FAQs:
What if I’m not sure what I need?
That is exactly what the discovery call is for. We’ll talk through your goals, challenges, and priorities and determine whether strategic roadmapping, CRM setup, or ongoing support is the right next step.
Do I have to start with the CRM?
No. Most clients begin with the Strategy Roadmapping Day to gain clarity and build a focused six-month plan. From there, we decide whether CRM setup or ongoing support makes sense.
What if I’ve never used a CRM before?
No problem. If CRM setup is part of your plan, I guide you through the entire process and provide a personalized playbook so you know exactly how to use it.
Can you import my existing contacts?
Yes. Contact import and organization are included in every CRM setup.
What happens after the roadmap or CRM is complete?
Many clients continue with Monthly Momentum Meetings for accountability, strategic support, and ongoing refinement as their business evolves.
Do you offer payment plans?
Yes. Flexible payment options are available, with plans starting as low as $550 per month.