CRM Setup & Automation

Whether you are just starting out or looking to make changes to your process, we can set up a system that helps keep you and your team on track, and your leads and clients feeling well-nurtured.

How I can help.

  • A woman sitting at a desk working on a laptop. The desk has a plant, a mouse, a notebook, and a mug with a musical note design. A wall sign reads 'Work Hard & Be Nice to People.' The lighting is cozy with a small lamp visible.

    Full CRM Setup

    Let’s take it from the top! We’ll choose a CRM that fits your needs and setup all of your forms, questionnaires, and workfows.

  • Overhead view of a workspace featuring a laptop, daily planner, lamp, coffee cup, pens, decorative plate with clips reading 'You Rock!', a notebook, a potted plant, a computer mouse on a heart-shaped pad, and a zen dish with petals.

    Just A Little Help

    This is for those who have a CRM already set up (at least partially) and need help finishing it up or making changes.

  • Woman sitting on a couch with a laptop and holding a coffee mug, indoor setting, with a plant and abstract wall art in the background.

    Systems Strategy Consultation

    Not sure what you need? Let’s review your current systems and processes together and determine the best virtual solutions for you!

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