CRM Support
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1 Workflow • 7 to 14-day Turnaround
Don’t have a process yet for how your pipeline should work? I can help you develop a process from lead capture to offboarding your client.
This 2-hour session will include three phases—understanding your process, creating the workflow on paper, then implementing it in your CRM.
This is a great package for those that want to set up a customer relationship management tool. This package includes a 1 : 1 strategy session where we plan and map out your client’s journey from start to finish. After the strategy session, we create the workflows in your CRM in addition to other features your CRM has to offer like - building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.
New to CRMs and don’t want to spend weeks setting up your onboarding process? Get a full system setup; we will create and import all parts of your business into the system.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
New to CRMs and don’t want to spend weeks setting up your onboarding process? Get a full system setup; we do the research to determine what the best CRM is for your business needs and create and import all parts of your business into the system.
This is the perfect package for those that want to set up a customer relationship management tool but don't know where to start. It includes a 1 : 1 strategy session where we plan and map out your client’s journey from start to finish. After the strategy session, we create the workflows in your CRM in addition to other features your CRM has to offer like - building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
Have an existing CRM but need some help customizing it or fixing something up? Or perhaps you need to add a workflow or integration and you’re not sure how? We're here for you.
Let’s sit down and discuss what you need help with and how we can assist you and get your CRM running efficiently again.