TECH & SYSTEMS

The Right Tech.
Set Up Right.
The First Time.

Technology should work for you, not against you. Kimberly translates your vision into the right tech stack, builds it with precision, and makes sure everything integrates, automates, and actually does what it’s supposed to do.

PLATFORM SETUP AUTOMATION INTEGRATIONS CRM SYSTEMS COURSE PLATFORMS
AT A GLANCE
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Best ForEntrepreneurs who need a tech strategy, a clean setup, or a full systems overhaul -- without the headache of figuring it out alone.

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Engagement TypeProject-based for setup and builds. Retainer for ongoing tech support and maintenance.

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SpecialtyOnline business tech -- CRM, automation, email platforms, course delivery, membership sites, and integrations.

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ApproachStrategy first. Build second. Train always. You leave knowing how your own systems work.

WHAT TECH & SYSTEMS COVERS

From platform chaos to a system that actually works.

Whether you’re starting fresh or untangling an existing mess, here’s what gets handled.

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Tech Strategy & Audit

A review of your current tech stack to find redundancies, gaps, and the fastest path to a cleaner, leaner setup that actually supports your business model.

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Platform Setup & Configuration

CRM, email marketing, course platforms, membership sites, scheduling tools, payment processors -- set up correctly from the start.

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Integrations & Automations

Connecting your platforms so they talk to each other -- and building the automations that handle repetitive tasks without you touching them.

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Email System Architecture

List structure, tagging strategy, automation flows, sequences, and broadcast setup. Email that works while you sleep.

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Course & Membership Tech

Course platform selection, setup, and upload. Membership site configuration, access management, and payment integration.

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Ongoing Tech Support

Monthly retainer for ongoing maintenance, troubleshooting, updates, and tech support so nothing breaks without someone there to fix it.

PLATFORMS & TOOLS

Experienced Across the Online Business Tech Ecosystem

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Every platform on this list is one Kimberly taught herself. If yours isn't here, there's a good chance she already knows it -- and if she doesn't, she'll have it figured out faster than you'd expect. Adaptability is part of the service.

CRM & EMAIL

Ontraport

ActiveCampaign

ConvertKit / Kit

Mailchimp

GetResponse

HubSpot

Keap / InfusionSoft

Go High Level

1ShoppingCart

COURSE & MEMBERSHIP

Kajabi

Teachable

Thinkific

MemberVault

Mighty Networks

Circle

PROJECT & OPS

Asana

ClickUp

Trello

Monday.com

Notion

Zapier / Make

SCHEDULING & BOOKING

Calendly

Acuity Scheduling

TidyCal

Google Booking

BOOKKEEPING & FINANCE

QuickBooks

FreshBooks

Wave

Stripe

PayPal

ThriveCart

SamCart

WooCommerce

Shopify

PRODUCTIVITY & WORKSPACE

Google Workspace

Microsoft 365

Slack

Zoom

Loom

Dropbox / Google Drive

DESIGN & CONTENT

Canva

Adobe Creative Suite

Descript

OpusClip

Magaii

FORMS & SURVEYS

Jotform

Typeform

Google Forms

SurveyMonkey

FREELANCE & HIRING

Upwork

Fiverr

LinkedIn

SEO & ANALYTICS

Yoast

RankMath

Google Analytics

Google Search Console

Ahrefs

SEMrush

PODCAST & AUDIO

Buzzsprout

Libsyn

Podbean

Spotify Creator

PodMatch

Riverside.fm

ElevenLabs

StreamYard

PUBLISHING & BOOKSELLING

KDP / Amazon

IngramSpark

Draft2Digital

BookFunnel

BookBub

WEBSITES & LANDING PAGES

WordPress / Divi

Wix

Squarespace

Go High Level Sites

ClickFunnels

LeadPages

Carrd

HOSTING & DOMAINS

GoDaddy

Cloudways

Moniker

Namecheap

WP Engine

Kinsta

SOCIAL MEDIA & MARKETING

Buffer

Hootsuite

Later

ManyChat

Meta Business Suite

Facebook Groups

Eventbrite

AI TOOLS

ChatGPT

Claude

Gemini

Proprietary platforms

LEGAL & CONTRACTS

HoneyBook

Dubsado

DocuSign

HelloSign

PandaDoc

PACKAGES

Two Ways to Get Your Tech Working

ONE-TIME PROJECT

Tech Setup

Your platform, built right from the start.

A focused, project-based engagement to set up one or more platforms correctly -- with automations, integrations, and training so you know how to use what was built.

WHAT'S INCLUDED
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Tech strategy call and platform recommendation

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Platform setup and configuration

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Automations and integrations build-out

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Testing and quality assurance

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Video walkthrough and training documentation

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Two-week post-setup support window

ONGOING SUPPORT

Tech Partnership

Your tech, maintained and managed every month.

Monthly retainer for ongoing tech support, maintenance, troubleshooting, and new builds as your business grows. Never face a tech crisis alone again.

WHAT'S INCLUDED
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Monthly tech maintenance and updates

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Priority troubleshooting and issue resolution

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New automation and integration builds

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Monthly tech strategy and planning call

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Platform monitoring and optimization

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Ongoing training as systems evolve

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Tech should never be a barrier to your growth. Kimberly's approach is strategy first -- recommending the right tools for your specific business model, budget, and growth stage before building anything. You'll never be oversold on platforms you don't need.

HOW IT WORKS

From First Call to Launch

1

Strategy Call

Assess your current tech, identify gaps, and recommend the right platforms for your specific business model and goals.

2

Audit & Plan

Review your existing setup, map integrations, and build a clear tech roadmap before a single platform gets touched.

3

Build & Configure

Set up platforms, build automations, connect integrations, and configure everything to work together seamlessly.

4

Test & Train

Full quality assurance, video walkthroughs, and training documentation so you know exactly how your own systems work.

5

Launch & Support

Go live with confidence. Two-week support window included, with ongoing partnership available as your business grows.

I’m so grateful for the structure Kimberly was able to provide for me. Hiring herΒ  was an easy experience that

allowed me to stay in the flow with business and still maintain progress updates without falling off track.

Her natural intuitive abilities are a huge plus because it allows you to communicate what you want

and then she translates it in a very grounded way! Thanks for all the help Kimberly.

~ SARAH GRACE Β· Author & Medical Intuitive & Energy Healer, SarahKGrace.com

READY TO FIX YOUR TECH?

Let’s build a tech stack

that actually works for you.

Whether you’re starting fresh or cleaning up an existing mess, the Alchemy

Ignite Session is where we figure out exactly what you need and how to get there.

Complimentary Β· 60 minutes Β· No obligation

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Author Page

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Amazon Author Pages

Β© 2026 Kimberly Smith, The Virtual Life Alchemist, The Phoenix Pathβ„’, Your Neighborhood Witch

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