Done-for-You Setup to Get Your Business Running Smoothly—Fast.
nerdly Express setup
Our Express Setup Package is the perfect solution for coaches, service providers, and small business owners who want to save time, reduce overwhelm, and start seeing results ASAP.
Your Business. Your Tech. Fully Integrated.
EXPRESS Setup: Fast-Track Your Business Growth in Just two Weeks
With our Express Setup, you’ll get everything you need to launch and scale effortlessly:
Done-for-You Tech Setup – We’ll handle your automations, calendars, forms, and integrations so you're ready to start selling fast.
Plug-and-Play Campaigns – Includes follow-up automation for your lead magnet & discovery calls, plus a review request sequence.
Branded Business Tools – Custom Linktree, GroupTrack (if applicable), product import, and Google Workspace setup included.
Strategic Kickoff Call – Meet with a Nerdly pro to map out your 30/60/90-day plan for growth and automation success.
Skip the heavy tech so you can hit the ground running!
What's Included in Your
$997 EXPRESS Setup
In just a few days, our expert team will set up the essentials so you can focus on what you do best—serving clients and growing your business.
Custom Workflows & Automations
Discovery Call & Client Follow-Up Templates and Automations: Pre-built templates to ensure you’re following up at the right moments.
Sales Call Automations: Automatically add booked calls to your sales pipeline and track them every step of the way.
Lead Capture & Sales Funnels
Lead Magnet Funnel: Capture leads through a high-converting opt-in page, followed by a personalized thank-you page that points people to your Facebook Group.
Sales Funnel: Drive sales with a pre-built funnel designed to book calls, convert leads, and accept payments effortlessly.
Email & SMS Set Up
Stay connected with your audience through automated emails and text message sequences
Facebook Group Welcome Series
Sales Sequence
Domained Email Setup: Ensure your messages land directly in inboxes, not spam folders.
Automated Follow-ups: From discovery calls to nurturing leads, we’ll set up workflows that take care of follow-up tasks automatically.
Profile Setup for Your Whole Team
We’ll help each user get up and running, ensuring your entire team is fully onboarded and ready to go.
Smart Lead Lists Built for Email & SMS
Never miss a lead again. We’ll create powerful smart lists for your contacts so your messages always reach the right people at the right time.
Automation Shells for Two Key Campaigns
Industry-dependent
Lead Magnet Follow-Up – Automatically nurture leads who opt in for your freebie.
Discovery Call Follow-Up – Stay top-of-mind and close more sales after calls.
Custom Lead Form to Qualify Prospects
Vet your leads before they book a call—no more wasting time on unqualified chats.
Personalized Discovery Call Form & Follow-Up
Deliver a consistent, high-touch experience on every call—with automated follow-up already built in.
Up to 3 Calendar Appointments Configured
We'll create up to three booking options tailored to your services and availability.
Product/Service Import
We’ll upload your offerings so you can start selling and taking payments right away.
Branded Linktree or Website Integration
We’ll build a custom linktree with all your key links (socials, website, freebies, booking), or coordinate with your web team to add your Nerdly tools to your existing site.
Google Workspace Setup
If you are joining the Nerds with an existing HighLevel account, we’ll do an audit to ensure all the above pieces are done properly to optimize your account
Branded Style Board
We’ll create a brand board so your brand colors and fonts are always easy to access when building funnels and pages.
GroupTrack Integration (if applicable)
If you're using GroupTrack, we’ll connect everything so you can manage your leads with ease.
Bonus: 30-Min Strategy Session
Meet 1:1 with a Nerdly strategist to map out your 30, 60, and 90-day game plan for automation, optimization, and growth.
THIS ISN'T JUST SETUP.
It’s a jumpstart to a streamlined, scalable business.
You bring the vision. We’ll bring the tech, the templates, and the systems that make it all work—beautifully.
Ready to roll?
⭐⭐⭐⭐⭐
"Love this platform! So easy to get everything I need done for my business!! But the best part is the customer support and the help the girls give even for those who are not techie at all. You got to get Nerdly!"
-Diane Sanders
Whether you're new to Nerdly or upgrading, we've got you covered!
Choose Your VIP SETUP
At Nerdly, we make tech simple for your business, whether you're just starting out or enhancing your current setup. From streamlined workflows and automated systems to seamless integrations and personalized support, our VIP package ensures you have everything you need to succeed.
Let us handle the tech so you can focus on growing your business with ease and confidence.
New to Nerdly? Here’s What You’ll Get!
Get Started with Nerdly and Enjoy a Fully-Equipped, Streamlined Setup
Offer 1
Offer 2
Already a Nerdly User? Here’s What You’ll Get!
Enhance Your Existing Setup with Our Advanced Tools and Features
Offer 1
Offer 2
THE SHOW RUNNERS
our head nerds
Our Nerdly team is a powerhouse of talent, bringing a wealth of experience and innovation to every project. Meet the passionate individuals who make our agency thrive.
Colleen McCartney
Kate McCartney
our nerdherd
Bridget
Horton
Elizabeth
Williams
Cassandra Comeau
Get Started with Nerdly Today!
Choose the setup that fits your needs and let us simplify your tech so you can focus on growing your business. Let us handle the tech so you can focus on growing your business with ease and confidence.
