For Professional & Finance
Bring Your Business.
Build Your System.
Leave Ready to Use It.
In one guided, three-hour workshop, we’ll help you build a connected website, CRM, lead pipeline, and automated follow-up system around the way your business actually works.
You do not need to understand AI, automation, or CRM software before you arrive. We’ll help you make sense of the technology and build the essential pieces with you.
Three hours • Small-group implementation • Built-in business networking
Is your tech stack breaking the bank—and stealing your focus from the work you’re called to do?
Let’s turn disconnected tools, confusing subscriptions, and manual follow-up into one connected business foundation.
Does any of this feel familiar?
You keep hearing about AI but don't know how it applies to your practice.
You have several software tools, but consultations, proposals, and client files don't work together.
Client requests and appointment follow-up are scattered across inboxes and calendars.
Client onboarding depends on you remembering each step along the way.
You know your firm needs better systems, but you don't know where to begin.
You are not behind. You need a clear starting point and someone to help you connect the pieces.
In three hours, we’ll turn the confusion into a working foundation.
Clarify
Identify the customer journey and the systems your business actually needs.
Build
Create your one-page website or lead-capture page and connect it to your CRM.
Automate
Build up to two core workflows to support inquiries and follow-up.
Test
Walk through the customer journey and make sure the essential connections work.
What you’ll work on during the lab
- One-page website or lead-capture page
- Connected inquiry form
- CRM contact organization
- Simple lead or opportunity pipeline
- Up to two core follow-up automations
- Booking link, when appropriate
- Tested customer journey
- Clear next-step implementation plan
This is a guided build of the essential foundation using your completed pre-work — not a promise to build an unlimited custom website or a full business operating system in three hours.
Build your systems — and your business relationships.
This is a small-group implementation experience with other business owners and leaders. You’ll have opportunities to share ideas, make meaningful connections, and learn from the questions being asked around the room.
Choose the session that works for you
Select one three-hour workshop session.
Clear options. One starting point.
A three-hour, small-group implementation workshop with built-in networking.
A private, three-hour implementation session for those who cannot attend the group workshop or prefer individual guidance.
Optional monthly plans for participants who want UB Enterprises to manage and support their systems after implementation. These plans are separate from the $299 workshop.
The monthly management plans are separate from the $299 workshop and are entirely optional.
Stop collecting tools. Start building a system.
Choose your session, complete the pre-work, and arrive ready to build a stronger foundation for your business.