A beginner-friendly membership to help you rebel against chaos and Set up your CRM without the overwhelm, tech spiral, or second-guessing
CRMs Made Easy
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Built for service-based businesses and wedding professionals who want a CRM that actually works.
CRMs Made Easy gives you the exact guides, checklists, templates, and swipe copy to set up, or clean up, HoneyBook, Dubsado, or Aisle Planner the smart way.
CRMs Made Easy fixes that.
Your CRM should support your business—not feel like a second job.
If your CRM feels harder than it should, it’s not you. It just hasn’t been set up with clear structure yet.
We hand you the plan. You plug it in. Clients feel the difference—and you get paid faster.
No duct tape.
No guessing.
No burnout-fueled setup marathons.
CRMs Made Easy is a step-by-step membership designed to help you confidently use your CRM—without hiring it out or drowning in tutorials.
What is CRMs Made Easy?
Inside, you'll find:
This isn’t about doing everything inside your CRM.
It’s about setting up the right pieces first, so your system actually supports how you work.
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Plug-and-play templates and swipe copy
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Plain-English guides (no tech jargon)
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A clean system you can actually maintain as you grow
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Platform-specific help for HoneyBook, Dubsado, and Aisle Planner
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It’s about building a system that works and keeps working.
This isn’t about doing everything inside your CRM.
Whether you’re choosing between HoneyBook, Dubsado, or Aisle Planner, or already using one and know it could work better, this membership helps you set things up intentionally so your CRM supports how you work and grow.
CRMs Made Easy is built for service-based businesses and wedding professionals who want a CRM that works—without duct tape or second-guessing.
Is CRMs Made Easy right for you?
Get instant access to CRMs Made Easy and start setting up your CRM right away. Follow the step-by-step guides, copy the templates, and build your system at your own pace.
Plus ongoing updates as tools evolve, with the freedom to cancel whenever you want.
No contracts. No pressure.
Just a better system.
I'M Ready
Everything inside is designed for service-based businesses and wedding vendors who need systems that hold up through inquiries, bookings, contracts, and event timelines.
What's Inside CRMs Made Easy
A simple overview of the client journey, and how your CRM supports each stage.
Map it
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Master prep checklist, core settings, forms, and foundational emails.
Prep It: Set-Up Essentials
Packages, invoices, payment plans, and contracts that actually make sense.
Prep It: Money + Legal Essentials
Questionnaires, lead capture, and what information you actually need to track.
Prep It: Intake + Data Essentials
Availability, buffers, reschedules, and no-show prevention.
Prep It: Scheduling Essentials
A simple, non-chaotic way to migrate clients into your CRM.
Stock It Essentials
Out-of-office replies, boundaries, email signatures, and quick Canva help.
Communication Toolkit
Our vetted tech stack, clean website integrations, and a reusable resource guide template.
Tech Toolkit
Disclaimer: I may earn a small commission when you use my coupon code/link to any products or services from this website. I care about integrity, so you should know I only offer affiliate links for resources/programs I've personally used and loved in my business and my client's businesses. Please only buy what you need, but rest assured knowing your support helps keep this content flowing!
Yes! Your first purchase is covered by our 7-Day First-Purchase Guarantee. Email your order number to hello@rebelceo.co within 7 days, and we'll process it. (Refunds don't apply to renewals, upgrades, or prior purchases.)
Do you offer refunds?
Yes—cancel anytime. To switch between monthly and annual, cancel your current plan and re-subscribe to the one you want; access continues through the end of your paid period. If you cancel and return later, you’ll rejoin at the current price.
Can I cancel or switch plans?
CRMs Made Easy is $29/month, $59/quarterly, or $290/year (two months free with the annual plan). You can choose the option that works best for your business.
How much does CRMs Made Easy cost?
CRMs Made Easy focuses on foundational CRM setup and organization. A more advanced option (Confident CRMs) is coming soon.
Are automations included?
You can start making progress the same day you join. Most members work through the guides in phases, focusing first on the essentials and coming back to other sections as their business grows. Everything is self-paced.
How long does it take to set up my CRm with crms made easy?
CRMs Made Easy is designed for coaches, creatives, consultants, and wedding professionals (photographers, planners, florists, designers, and venues) who want a reliable CRM that supports their business as they grow.
Who is CRMs Made Easy for?
Frequently Asked Questions
Which CRM platforms does CRMs Made Easy support?
CRMs Made Easy supports HoneyBook, Dubsado, and Aisle Planner. This membership helps you clean up, optimize, and better understand the system you already have—so if you’re already using one, there’s no need to switch.
CRMs Made Easy is a membership that helps service-based business owners and wedding professionals set up and organize their CRM using clear guides, checklists, and templates—without overwhelm or guesswork.
What is CRMs Made Easy?