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.
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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.
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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.
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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!