$0 Service Business
Freelancers, consultants, and agency operators running client work
Everything you need to run a services business from lead capture to invoice
What's in the box
Every service has a transparent affiliate disclosure. Most have none.
Tally
✓ wizardClient intake forms and project scoping questionnaires
Kit (ConvertKit)
✓ wizardEmail nurture sequences for leads + past client re-engagement
Notion
✓ wizardCRM, SOPs, project wikis, client-facing portals
Stripe
✓ wizardInvoicing, payment links, subscription billing for retainers
Calendly
manualScheduling for discovery calls and client meetings
Loom
manualAsync video updates, walkthroughs, and client training
How to set it up
4 of 6 services are onboarded automatically by SPARKi's wizard. The rest you set up by following the steps below.
- 1Create accounts on Tally, Kit, Notion, Stripe, Calendly, Loom
- 2Tally: grab API key from tally.so/settings/api
- 3Kit: grab v4 API key from app.kit.com/account_settings/advanced_settings
- 4Notion: create an internal integration at notion.so/my-integrations
- 5Stripe: create a RESTRICTED key (not secret!) at dashboard.stripe.com/apikeys with read permissions on Balance, Charges, Customers, Subscriptions, Payouts
- 6Run `/sparki start service-business for <project>` — the wizard automates Tally, Kit, Notion, Stripe
- 7Calendly and Loom still need manual account setup — visit calendly.com and loom.com
- 8Restart SPARKy: `pm2 restart sparky --update-env`
- 9Verify: `/sparki packages setup service-business`
Ready? SPARKi can onboard most of this for you.
Open SPARKi and run /sparki start service-businessfor <your-project> in a direct message. SPARKi will walk you through 4 services one at a time, verify each API key live, and write the config automatically. 2 services (Calendly, Loom) still need manual setup via vendor dashboards.