CRM Support
Strategic Support
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
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.
- Recording of our session
- Clear action steps to put into place
- Only $95!!
Workflow Development Session
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 off-boarding your client.
This 2-hour session will include three phases—understanding your process, creating the workflow on paper, then implementing it in your CRM.
- 1-on-1 Workflow Development Session
- 1 tested and Implemented Workflow
- Process Documentation (written out process)
(Other)CRM in Four Weeks
Need to set up a CRM but don’t see the one you want listed here? We can set up a different CRM for you!
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.
- 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
- 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
(Other)CRM in Four Weeks
Need to set up a CRM but don’t see the one you want listed here? We can set up a different CRM for you!
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.
CRM Set Up + Research
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.
- Research into which top 2-3 CRMs are best for you and a breakdown of how they compare so that you can make the best decision.
- 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
- PLUS: Client Journey Template
- Email Template Basic Kit
- Asana Tutorial Video: The Basics
Just the Research Add-On
Unsure which CRM is the best fit for your business needs?
Let us do the research for you! Research into which top 2-3 CRMs are best for you and a breakdown of how they compare so that you can make the best decision.
- Customized for your project
Support / Customization
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.
- Customized for your project
What's next?
- Book a discovery call
- Learn what systems setups will get you the greatest ROI
- Gain expert support, hours back in your life and become the boss of your business
Let's work together to make your business more efficient and profitable!
Below are a few of the services we offer to streamline your business processes:
Services
1
Dubsado & Honeybook
Dubsado and Honeybook can do so much for you and your business! Let us help with strategy and support.
2
Salesforce
Let us set up your Salesforce to create the best sales, customer service, marketing automation and analytics systems in place.
3
Email Marketing Platform Automation
Email marketing doesn't have to be a drag! Let us put our expertise to use to set up your email marketing platform the best way for your business.
5
Zapier
Let's save you time by automating repetitive tasks between two or more of your work apps.
6
CRM Services
Including both strategy sessions, VIP sessions and done-for-you builds, we have you covered.
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