CRM Support

(Minimum 2 hours)

Already have a CRM setup for your business but need some extra help setting up or have some questions? We will meet via Zoom and discuss what you need help with and sort it out right there.

Power Hour

Includes:

• Recording of our session

• Clear action steps to put into place

An hour-long turbo session, where you can ask me anything about your CRM or systems. I'll get info and prepare ahead of time and together we will take charge and conquer your system's issue.

Includes:

• 1-on-1 Workflow Development Session

• 1 tested and Implemented Workflow

• Process Documentation (written out process)

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.

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This 2-hour session will include three phases—understanding your process, creating the workflow on paper, then implementing it in your CRM.

(Other)CRM in Four Weeks

Includes:

• 45-minute Strategy Session

• 45-minute CRM Training Walkthrough

• Setting up your email templates (up to 10)

• 3 Workflows

• 1 Integration

• 1 week of support through Asana

PLUS: Client Journey Template

Email Template Basic Kit

Asana Tutorial Video: The Basics

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.

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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.

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*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.

CRM Set Up + Research

Includes:

• CRM Research 

• 45-minute Strategy Session

• 45-minute CRM Training Walkthrough

• Setting up your email templates (up to 10)

• 3 Workflows

• 1 Integration

• 1 week of support through Asana

PLUS: Client Journey Template

Email Template Basic Kit

Asana Tutorial Video: The Basics

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.

Request a Quote

Unsure which CRM is the best fit for your business needs?

Let us do the research for you! 

Request a Quote

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.