Your Growth Starts With Simplicity
We’ve created clear, fixed packages that remove complexity and accelerate your progress.
Your brand is more than a logo...it's a story.
Most business owners are wearing too many hats. One moment you’re fine-tuning your branding to stay competitive, and the next, you’re fielding questions from customers. It feels like you’re running in circles, spreading yourself too thin. Upper Community solves this by offering tailored strategies and tools that bring your branding, marketing, and customer engagement under one roof.
Your marketing is a connection.
Maybe you've invested in CRMs, email platforms, appointment schedulers, ad managers. You spend hours trying to connect the dots between them. The result? Missed opportunities, broken workflows, and the frustration of wasted time and money. Upper Community simplifies your tech stack by providing an all-in-one solution that brings your systems together. From lead generation to appointment scheduling and customer follow-ups, our technology ensures everything works seamlessly, giving you back your time and peace of mind.
And your time? It’s your most valuable resource.
Maybe you know your brand or business has untapped potential, but you’re not sure how to harness it. Whether it’s nailing your messaging, engaging with your audience, or delivering on your promises, the path forward feels unclear. Upper Community provides you with the strategy, tools, and insights needed to elevate your brand and connect meaningfully with your audience. We help you define your unique value, craft a standout brand, and execute a plan to build lasting relationships that position you as a leader in your space.
Done For You Services
We’ve created clear, fixed packages that remove complexity and accelerate your progress.
Full Website Build
We’ll design and customize a full website inside Upper Community, tailored to your brand and fully integrated with your CRM and automations. Your site will include all the essentials you need to showcase your business, capture leads, and grow your community.
What's Included ?
What’s Included:
Customized template with your brand colors, fonts, imagery, and copy
Core pages:
Home, About, Resources, Offerings, Contact, Privacy Policy, Terms & Conditions
Bonus:
Link in Bio page for social traffic
Contact form + workflow to notify you and tag new leads in CRM
Newsletter form + workflow for new subscriber tracking
One round of revisions within 2 weeks of handover
What You’ll Provide (if applicable):
Brand assets (logo, colors, fonts)
Website copy (or use placeholders until ready)
High-quality images (or we’ll source royalty-free stock)
Domain and email connection (with guides provided for setup)
⚡ With Upper Community, your website isn’t just a digital brochure—it’s a fully integrated growth tool that connects your marketing, leads, and community in one place.
The Process ?
Once you review and accept your proposal, settle the invoice, and we'll schedule an onboarding call. We will also send you a Google Doc the following business day to gather all the necessary information and assets we need from you.
You will also receive communication from our support team to communicate with you throughout the setup, in case there’s anything we need to clarify.
Once we’ve completed the Google Doc with all information required, your new site will be handed over within just 2 weeks. Please note, if there is a delay in handing over assets, responding to our communications, or if revisions are required - this can delay the project time.
At the end of your service, you'll receive a video walkthrough of the assets we’ve created inside your account - so you’re ready to start driving traffic to your new website! You will just need to connect your domain to the platform and publish each of the pages when you're ready to go live!
Opt In Funnel
An opt-in funnel inside Upper Community makes capturing leads simple and seamless. Whether you’re offering a free resource, a special promotion, or collecting applications, your funnel starts with a branded landing page connected to a form. From there, an automated email sequence instantly delivers the freebie or confirmation—and continues nurturing your leads to keep them engaged and moving toward your next offer.
What's Included ?
We’ll build you a fully branded, conversion-ready sales funnel inside Upper Community—designed to capture attention, close sales, and create a seamless customer experience. Your funnel will include:
Sales Page – Showcase your offer with custom branding, imagery, and copy.
Checkout Page – Optimized for easy, distraction-free payments.
Thank You Page – Confirm the purchase and guide customers to next steps.
Product Setup: We’ll configure your products, including variations like multiple price points or payment plans.
Bump Offer: Add an optional upsell at checkout to increase average order value (e.g. a bonus PDF or mini-offer at a fixed price).
Branded Emails: We’ll turn your copy into beautiful, branded emails that match your funnel, delivering customer access details instantly.
Abandoned Cart Workflow: Recover lost sales with an automated branded email sequence that reminds leads to complete their checkout.
Purchase Workflow: We’ll set up automations to tag new contacts, notify your team, and deliver products or next steps—keeping everything running smoothly.
Cancellation Workflow: For subscriptions, courses, or communities, we’ll automate cancellations to revoke access if a customer leaves or their term ends.
Notes:
Product Add-Ons: If your funnel involves a course or community, be sure to select the corresponding setup package.
Brand Assets: Provide your logo, color palette, and any licensed custom fonts to ensure perfect alignment with your brand.
Copywriting: You’ll provide the final copy for pages and emails (or we’ll add placeholders for you to update later).
Imagery: We recommend high-quality images, but we’ll use royalty-free stock photos if none are provided.
Domain & Email Setup: You’ll connect your own domain and email service (we’ll provide guides and videos). Please allow up to 48 hours for updates.
Revisions: Includes one round of revisions within 2 weeks after handover.
The Process ?
Once you’ve accepted your proposal and completed payment, we’ll schedule and onboarding call. We will also send you a Google Doc the next business day to collect all the information and assets we’ll need (branding, copy, images, etc.).
To keep communication clear and simple, we’ll also open a support ticket inside your Upper Community account where we can answer questions, share updates, and request clarifications along the way.
After we receive your completed Google Doc, your new site will be ready within 2 weeks. Please note that delays in providing assets, responding to messages, or requesting revisions may extend the timeline.
At the end of your setup, you’ll receive a step-by-step video walkthrough of your new community space so you know exactly how to manage and start using it with confidence.
Sales Funnel
Got an offer ready to launch? With our Sales Funnel Package, you’ll get a custom-designed sales page, checkout page, and thank-you page—all built to convert. We’ll also set up automated workflows to tag leads, send confirmations, and keep your entire sales process running smoothly behind the scenes. If you’re selling a course or community, we recommend adding those packages for a complete, streamlined setup.
What's Included ?
We’ll build a fully branded funnel tailored to your business with your colors, fonts, imagery, and copy, so it feels uniquely yours. Every package includes:
→ Sales Page – designed to convert visitors into buyers
→ Checkout Page – optimized for a seamless purchase experience
→ Thank You Page – to confirm their order and set next steps
PRODUCT SETUP
We’ll configure your products inside the funnel, including variations like multiple price points or payment plans.
BUMP OFFER
Want to increase your average order value? We’ll add an optional checkout bump offer—a small add-on (like a bonus PDF or mini-training) that buyers can add with a single click at checkout.
BRANDED EMAILS
We’ll design on-brand confirmation emails that match your funnel, delivering access details and reinforcing your brand.
WORKFLOWS & AUTOMATIONS
→ Abandoned Cart – recover lost sales with automated reminders
→ Purchase Workflow – tag new contacts, notify your team, and deliver products or access automatically
→ Cancellation Workflow – for subscription products, we’ll revoke access if a customer cancels or when their membership ends
NOTES & REQUIREMENTS
→ Product Type: If you’re selling a course or community, we recommend adding those packages for a complete setup.
→ Brand Assets: Share your logo, color palette, and any custom fonts so we can align the design to your brand.
→ Copywriting: Provide the copy for funnel pages and emails. If you’re not ready, we’ll use placeholders for you to update later.
→ Imagery: High-quality images are best; if you don’t have them, we’ll use royalty-free stock to fit your brand vision.
→ Domain & Email Setup: You’ll connect your own domain and email services. We’ll provide simple guides and videos to walk you through setup. Please allow up to 48 hours for updates to take effect.
→ Revisions: One round of revisions is included within 2 weeks after handover, so you can feel confident your funnel is launch-ready.
The Process ?
Once you approve your proposal and complete payment, we’ll send you a simple intake form the next business day to collect all the details and assets we need to bring your project to life.
We’ll also open a dedicated chat thread inside your Upper Community account so we can stay connected and answer any questions throughout the setup.
As soon as we receive your completed form and assets, our team will get to work. Your new site will typically be ready within 2 weeks. (Delays in providing assets, feedback, or revisions may extend the timeline.)
When everything is complete, you’ll receive a video walkthrough showing exactly how to use the assets we’ve set up for you—so you can confidently manage your new funnel, community, or offer.
The only final step on your end is connecting your domain and publishing your pages when you’re ready to launch!
Course Set Up
Transform your knowledge into a polished, fully branded learning experience. We’ll design a customized course portal along with branded login and welcome emails, plus automated workflows to seamlessly grant students access. For maximum impact, pair it with an opt-in funnel to share your course for free or a sales funnel to generate revenue from paid offerings.
What's Included ?
COURSE PORTAL
We’ll design a custom course portal tailored to your brand, complete with your logo, color palette, and imagery. If desired, we can even custom-code fonts to match your exact style. Your students will be able to access the portal seamlessly from both desktop and the mobile app.
CLIENT PORTAL
Your client portal will be styled to reflect your brand, ensuring a consistent and professional experience every time students log in. We’ll also configure the settings based on your preferences.
BRANDED EMAILS
Using your copy, we’ll create branded emails that welcome new students, send login details, and notify them as new modules unlock—keeping the student experience smooth and engaging.
NOTES:
Course Access: This package includes setup of your course portal and standard course emails. To sell your course, we recommend adding a Sales Funnel package. If your course is free, an Opt-In
Funnel package is the best fit. Without these add-ons, you’ll be responsible for managing workflows to promote, sell, or grant access.
Course Content: You’ll be responsible for uploading your lessons once the course portal is set up.
Brand Assets: Please provide your logo, color palette, and any licensed font files to ensure your portal reflects your brand identity.
Copywriting: You’ll supply the email copy. If it’s not ready, we’ll add placeholders so you can update easily later.
Imagery: For best results, provide a high-quality banner for your course portal. If unavailable, we’ll use royalty-free stock imagery.
Domain & Email Setup: You’ll need to connect your own domain and email services. While we cannot log into third-party platforms for security reasons, we’ll provide easy guides and video tutorials. Please allow up to 48 hours for updates to take effect.
Revisions: One round of revisions is included within 2 weeks of handover to ensure you’re happy with the final result.
The Process ?
Once your proposal is accepted and invoice settled, we’ll schedule an onboarding call. We will also send you a Google Doc the next business day to collect all the assets and details we need.
We’ll also open a chat ticket inside your Ivorey account so we can stay connected throughout the setup and quickly address any questions.
After we receive your completed Google Doc, your new site will be ready within 2 weeks. Please note that delays in providing assets, communication, or revision requests may extend the timeline.
At the end of your service, you’ll receive a step-by-step video walkthrough of everything we’ve built inside your account—so you’re fully prepared to start uploading your course content and launching with confidence.
Community Set Up
We’ll build a beautifully branded online community that your members can access from both desktop and mobile. This includes custom login and welcome emails, plus automated workflows that handle member access seamlessly. For growth, we recommend pairing your community with an opt-in funnel if you’re offering it for free, or a sales funnel if it’s a paid membership.
What's Included ?
COMMUNITY SETUP
We’ll build a beautifully branded community space with your colors, logo, and style. Members can easily connect and engage from both desktop and mobile.
CLIENT PORTAL
Your client portal will be customized to match your brand and configured with the right settings, ensuring a smooth and professional member experience every time they log in.
BRANDED EMAILS
Using your copy, we’ll design on-brand emails to welcome new members, deliver login details, and notify them when new content is shared in your community.
NOTES
→ Access to your community: This package includes setup of your community space and standard email templates. If you’re selling your community, we recommend adding a Sales Funnel package. If it’s free, we suggest an Opt-In Funnel package. Without these, you’ll be responsible for managing your own workflows to grant or sell access.
→ Community content: You’ll be responsible for posting events, content, and ongoing updates within your community.
→ Brand assets: Please provide your logo, color palette, and any licensed fonts you’d like us to use to ensure the design fully reflects your brand.
→ Copywriting: You’ll provide the copy for your emails. If it’s not ready yet, no problem—we’ll insert placeholders that you can easily update later.
→ Domain & email setup: You’ll need to connect your own domain and email services. For security reasons, we can’t log into third-party platforms, but we’ll provide clear guides and videos to walk you through it. Please allow up to 48 hours for updates to take effect.
→ Revisions: To make sure you’re thrilled with your setup, we include one round of revisions within 2 weeks after handover.
The Process ?
Once your proposal is approved and invoice settled, we will schedule an onboarding call. We’ll also send you a Google Doc the next business day to collect the information and brand assets we’ll need to complete your setup.
We’ll also open a support chat inside your Upper Community account, so we can easily stay in touch and clarify anything along the way.
After we receive your completed Google Doc, your new community space will be ready within 2 weeks.
Please note that delays in providing assets, responding to messages, or requesting revisions may extend the timeline.
Online Store Design
We’ll design a sleek, fully branded online store that integrates effortlessly with the rest of your business. Along with a polished storefront, we’ll set up your key customer emails so you’re ready to start selling right away. This package is ideal for digital products, physical goods, or service-based offers that need a professional shopfront—without the complexity or overwhelm.
What's Included ?
We’ll tailor your online store to reflect your brand by customizing the template with your colors, fonts, imagery, and copy—making it truly your own. To ensure a seamless experience for your customers, we’ll also set up the essential automated emails that support and elevate your store.
What’s included:
A fully branded storefront with 5 key pages: Shop All, Category, Product Listing, Checkout, and Thank You
Abandoned cart email: Gently remind visitors to complete their purchase
Order confirmation email: Provide a branded receipt and peace of mind
Order fulfillment email: Automatically notify customers when their order has shipped or is ready (not required for digital-only products)
Important notes:
→ Products & shipping: You’ll be responsible for uploading products and setting shipping options. Don’t worry—we’ll provide step-by-step guides and video walkthroughs.
→ Brand assets: Share your logo, color palette, and any licensed custom fonts so your store design is perfectly aligned with your brand.
→ Copywriting: You’ll provide the text for pages and emails. If it’s not ready, we’ll insert placeholders for you to update later.
→ Imagery: We recommend supplying high-quality images. If you don’t have them, we’ll use royalty-free stock photos to keep things looking polished.
→ Domain & email setup: You’ll connect your own domain and email services. For security, we can’t log into third-party platforms, but we’ll give you easy guides and videos. Please allow up to 48 hours for domain and email updates to take effect.
→ Revisions: One round of revisions is included within 2 weeks of handover to ensure you’re thrilled with your new store.
The Process ?
Once your proposal is approved and invoice settled, we will schedule an onboarding call. We’ll also send you a Google Doc the next business day to collect the information and brand assets we’ll need to complete your setup.
We’ll also open a support chat inside your Upper Community account, so we can easily stay in touch and clarify anything along the way.
After we receive your completed Google Doc, your new community space will be ready within 2 weeks.
Please note that delays in providing assets, responding to messages, or requesting revisions may extend the timeline.
Social Media Management
We know how to use the ever-changing landscape of social media to boost your company's profile, build relationships with your target demographic, and achieve your company's goals. A well-planned social media strategy is crucial in today's dynamic digital world. Regarding social media, our team of experts is second to none. We can create and implement unique strategies to boost your brand's online visibility and engage your target audience.
What's Included ?
Audience Analysis & Insight Gathering: Identifying and understanding your target audience to tailor content that speaks directly to their interests and needs.
Content Creation & Curation: Producing high-quality, engaging content that reflects your brand’s voice and message, from captivating posts to interactive stories.
Platform-Specific Strategy: Crafting platform-specific strategies that leverage the unique strengths of each social media channel, from Instagram and Facebook to LinkedIn, Twitter, and TikTok.
Engagement & Community Building: Actively engaging with your audience to foster a sense of community, encourage loyalty, and build lasting relationships.
Analytics & Reporting: Utilizing advanced analytics to track performance, gain insights, and continuously refine your strategy for optimal results.
The Process ?
Once your proposal is approved and invoice settled, we will schedule an onboarding call. We’ll also send you a Google Doc the next business day to collect the information and brand assets we’ll need to complete your setup.
We’ll also open a support chat inside your Upper Community account, so we can easily stay in touch and clarify anything along the way.
Please note that delays in providing assets, responding to messages, or requesting revisions may extend the timeline.
Ads Management
Digital advertising is the quickest and most cost-effective way to immediately increase revenue for your business or organization. It works by sending highly relevant potential clients and customers who are ready to pay for your services or products to your website.
What's Included ?
We’ll set up and manage your ad campaigns across multiple platforms (such as Meta, Google, LinkedIn, or TikTok) to help you reach the right audience, drive traffic, and maximize ROI. From strategy to setup, copy, creative, and reporting—we’ll handle the heavy lifting so you can focus on running your business.
What’s included:
Campaign strategy & setup tailored to your goals
Audience research & targeting to reach your ideal customers
Ad copywriting & creative direction (using your brand assets)
Campaign monitoring & optimization to improve results over time
Monthly performance report with key metrics and recommendations
Important notes:
→ Ad spend: You’ll set and pay for your own ad budget directly through the platform.
→ Brand assets: Provide logos, imagery, videos, and fonts you’d like us to use. If needed, we can recommend stock visuals.
→ Copywriting: We’ll draft ad copy, but you’ll have the chance to approve it before launch.
→ Access: We’ll need admin/manager access to your ad accounts to set up and manage campaigns.
→ Revisions & adjustments: Ongoing optimization is included, but new campaigns outside of the agreed scope may incur additional fees.
The Process ?
Once your proposal is approved and the invoice is settled, we will schedule an onboarding call. We’ll kick off your project with a clear, step-by-step process to get everything set up efficiently and seamlessly. From collecting your assets to delivering your final setup, we make it simple so you can focus on your business.
What’s included:
Information & asset collection: You’ll receive a Google Doc to provide brand assets, copy, and other essential materials.
Communication & support: A dedicated chat ticket will be opened in your Upper Community account to answer questions and clarify details during setup.
Project setup & delivery: Once we have all your assets, your project will be completed within 2 weeks (subject to timely receipt of materials).
Final walkthrough: You’ll receive a video guide showing all assets and setups inside your account, so you’re ready to start using your new community, funnel, store, or course.
Important notes:
→ Delays in providing assets, responding to messages, or requesting additional revisions may extend the timeline.
→ Our walkthrough ensures you feel confident navigating your new setup from day one.
CRM Setup — Done For You Implementation
We build your CRM the right way — structured, automated, and built to scale. Our Done-For-You CRM Setup ensures your system is configured properly from day one, so leads don’t fall through the cracks and your operations run efficiently.
What's Included ?
Domain Registration & Branded Email Configuration
We configure your domain, DNS, and email authentication (SPF, DKIM, DMARC) to ensure professional branded emails with strong inbox deliverability.
A2P 10DLC SMS Verification & Compliance
We complete the required brand and campaign registration process to ensure your SMS messaging is compliant, approved, and optimized for reliable delivery.
User Setup & Permission Structure
We add your team members and configure role-based access so your CRM stays secure, organized, and aligned with internal responsibilities.
Custom Sales Pipeline Design
We build a fully customized sales pipeline that reflects your real sales process, tracks deal progression, and supports accurate revenue reporting.
Workflow Automation & Process Streamlining
We design and implement automated workflows that handle lead assignment, follow-up, notifications, and stage movement to reduce manual tasks and increase efficiency.
System Testing & Quality Assurance
We test all integrations, automations, and reporting to ensure your CRM operates smoothly and accurately before launch.
Launch Support & Initial Guidance
We provide post-setup guidance to ensure your team understands how to confidently use and manage the system from day one.
The Process ?
Once your proposal is approved and invoice settled, we will schedule an onboarding call. We’ll also send you a Google Doc the next business day to collect the information and brand assets we’ll need to complete your setup.
Our CRM setup process begins with a strategic discovery phase where we evaluate your current sales flow, lead sources, follow-up process, and internal operations. The goal is to understand how your business actually functions so we can design a system that supports — and improves — it.
During this stage, we identify bottlenecks, inefficiencies, and opportunities for automation. Once the strategy is clear, we move into the technical infrastructure setup. This includes configuring your domain and branded email authentication, completing A2P 10DLC registration for compliant SMS messaging, adding users, and establishing secure permission structures. This foundational layer ensures your communication channels are reliable, compliant, and professionally configured. With the infrastructure in place, we design and build your custom sales pipeline to reflect your real customer journey. We map each stage of your sales process, implement automation triggers, and align reporting to ensure you have full visibility into lead progression and revenue tracking.
Next, we develop and integrate supporting workflows to automate lead routing, follow-up sequences, notifications, and stage movement. These automations are designed to eliminate repetitive manual tasks, improve response time, and create operational efficiency without adding complexity. Before launch, we conduct full system testing to validate that all integrations, workflows, notifications, and reporting functions operate smoothly. Once everything is confirmed, we transition you into launch with guided support to ensure your team understands how to use and manage the CRM effectively.
The end result is a structured, automated, and scalable CRM system that supports growth rather than slowing it down.