CRMs Made Easy

Your CRM doesn’t need to be a second job. CRMs Made Easy gives you the exact guides, templates, and swipe copy to set up (or clean up) HoneyBook, Dubsado, or Aisle Planner—without the overwhelm.

We hand you the plan. You plug it in. Clients get a smoother experience. You get paid faster. Done.

Plans: $29/mo or $290/yr (2 months free).
Guarantee: 7-Day First-Purchase Refund—try it risk-reduced.

CRMs Made Easy is for you if:

• You’re a coach, creative, consultant, studio, or event pro who wants a clean, reliable system.
• You’re deciding between HoneyBook, Dubsado, and Aisle Planner—or you want to optimize what you already use.
• You’re done duct-taping workflows together and ready to scale with strategy, not stress.

Results you can expect

• A branded client portal, clean proposals, and invoices that actually get paid on time.
• Faster onboarding, fewer back-and-forth emails, and less manual work.
• A right-fit CRM set up the smart way—clear steps, plug-and-play templates, and confidence to keep it running.

How it works

1. Get instant access on Gumroad.
2. Open the guides, copy the templates, and set up your CRM with ease.
3. Come back anytime—content is continually updated as tools evolve.
4. Cancel anytime, no drama.
   

Because your business shouldn’t run on burnout or guesswork.

Frequently Asked Questions

1. Do I need to switch CRMs?
   No. If you’re happy with your current CRM (HoneyBook, Dubsado, or Aisle Planner), this membership will help you optimize it.
2. Which platforms are covered?
   HoneyBook, Dubsado, and Aisle Planner.
3. What format are the templates?
   Guides and templates are provided in PDF or Excel.
4. Are automations and more advanced features included?
   No, but a new advanced membership (Confident CRMs) is coming soon!
5. What are the pricing options?
   $29/month or $290/year (2 months free).
6. Do you offer refunds?
   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.)
7. Can I cancel or switch plans?
   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.