Design Dashboards Like a Pro—Run

Your Business Like One, Too

An all-in-one CRM system created just for dashboard designers—so

you can skip the backend chaos and stay focused on what you do best.

Design Dashboards Like a Pro—Run

Your Business Like One, Too

An all-in-one CRM system created just for dashboard designers—so

you can skip the backend chaos and stay focused on what you do best.

Get started today for only $127 per month with a one-time $200 onboarding fee!

Hey Dashboard Designers—let’s be real for a sec…

You already know the power of a well-built dashboard (hello, insights and impact).

But when it comes to the business side of things?

CRMs, automations, client follow-ups, invoicing... it's a lot.

If you’ve been stuck in the weeds trying to piece it all together,

this is your sign to stop DIY-ing and start streamlining.

Because guess what...

You don't have to figure it all out on your own.

That’s why we built Dashboard Design Business in a Box—a plug-and-play

backend system Layne and I created to make your life 100x easier.

Hey Dashboard Designers,

let’s be real for a sec…

You already know the power of a well-built dashboard (hello, insights and impact).

But when it comes to the

business side of things?

CRMs, automations, client follow-ups, invoicing... it's a lot.

If you’ve been stuck in the weeds trying to piece it all together,

this is your sign to stop DIY-ing and start streamlining.

Because guess what...

You don't have to figure it all out on your own.

That’s why we built Dashboard Design Business in a Box—a

plug-and-play backend system

Layne and I created to make

your life 100x easier.

Let’s Be Honest…

You didn’t sign up to become a systems expert.

You’re here to build powerful dashboards, deliver insights, and help clients make data-driven decisions.

Not spend your nights Googling “how to automate onboarding” or duct-taping tech tools together hoping they sync.

You’re great at dashboards—not duct-taping together tech stacks.

So let’s stop wasting time on backend chaos and give you

the plug-and-play setup you actually need to scale.

Do you really want to spend hours Googling CRMs, patching together workflows, and crossing your fingers that it all actually works?

Are you stuck at the starting line—not because you lack talent, but because the tech feels like a tangled mess?

Wouldn’t it feel amazing to have everything set up and ready so you can simply focus on designing dashboards and signing clients?

If you’re nodding “yes” right now…

Dashboard Design Business in a Box was built for you.

Let’s Be Honest…

You didn’t sign up to become a systems expert.

You’re here to build powerful dashboards, deliver insights, and help clients make data-driven decisions.

Not spend your nights Googling “how to automate onboarding” or duct-taping tech tools together hoping they sync.

You’re great at dashboards—not duct-taping together tech stacks.

So let’s stop wasting time on backend chaos and give you

the plug-and-play setup you actually need to scale.

Do you really want to spend hours Googling CRMs, patching together workflows, and crossing your fingers that it all actually works?

Are you stuck at the starting line—not because you lack talent, but because the tech feels like a tangled mess?

Wouldn’t it feel amazing to have everything set up and ready so you can simply focus on designing dashboards and signing clients?

If you’re nodding “yes” right now…

Dashboard Design Business in a Box was built for you.

What You Get: Your Business,

Ready Right Out of the Box

This isn’t just a CRM. It’s a fully built-out business system tailored for

Dashboard Designers like you who need efficiency from day one.

Get started today for only $127 per month with a one-time $200 onboarding fee!

Pre-Built CRM System – Already optimized with templates from Layne for dashboard design client management, invoicing, and follow-ups.

Automated Workflows – Onboarding, offboarding, and client communications—streamlined

Built-In Lead Tracking & Nurturing – So no client slips through the cracks

Payment Processing & Invoicing – Fully integrated, so you can stop chasing checks.

Scheduling Made Simple – Built-in calendar sync so you can book calls with ease.

Proposal & Contract Templates – Ready to customize and send.

Setup & Tech Support

Your $200 one-time fee covers our white-glove onboarding experience—because you shouldn’t have to figure it out alone. PLUS: enjoy 24/7 live tech support inside of your new CRM. Goodbye 2 am tech headaches!

You’ll get two 60-minute 1:1 calls with our team to:

Personally integrate your tech

Walk you through your new CRM so you feel confident and in control

✨ Bonus:

If you choose one of Caitlin’s done-for-you upgrade packages, we'll apply your setup fee towards that!

Get started today for only $127 per month with a one-time $200 onboarding fee!

What You Get:

Your Business,

Ready Right Out of the Box

This isn’t just a CRM. It’s a fully built-out business system tailored for Dashboard Designers like you who need efficiency from day one.

Get started today for only $127 per month with a one-time $200 onboarding fee!

Pre-Built CRM System – Already optimized with templates from Layne for dashboard design client management, invoicing, and follow-ups.

Automated Workflows – Onboarding, offboarding, and client communications—streamlined

Built-In Lead Tracking & Nurturing – So no client slips through the cracks

Payment Processing & Invoicing – Fully integrated, so you can stop chasing checks.

Scheduling Made Simple – Built-in calendar sync so you can book calls with ease.

Proposal & Contract Templates – Ready to customize and send.

Setup & Tech Support

You’ll get two 60-minute 1:1 calls with our team to:

Personally integrate your tech

Walk you through your new CRM so you feel confident and in control

✨ Bonus:

If you choose one of Caitlin’s done-for-you upgrade packages, we'll apply your setup fee towards that!

Get started today for only $127 per month with a one-time $200 onboarding fee!

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