Wouldn’t it be a dream if you could even automate parts of your client journey?
Yes, automate – meaning fewer things for you to worry about. A CRM Setup can ease your stress.
But the behind-the-scenes craziness to make it all happen is getting old – fast.
The struggle is real, you wake up with anxiety.
You forgot to send the onboarding email to your new client…
You’re drowning in a client project or trying to find all of the information you need to create that proposal you were supposed to have sent out yesterday, and pulling all-nighters like a college student during finals week.
This isn’t how running your own business was supposed to go.
is right there on the top of your to-do list
But it keeps getting overlooked because, let’s face it, it’s overwhelming and when you start trudging through the details you kind of start to have a mini-panic attack.
I get it.
But how would it feel to have an ally in your corner to help you sort out all the details and finally get your operations in order?
With a properly set up CRM, you can streamline your client management process, automate repetitive tasks, and experience a significant reduction in stress and workload.
Say goodbye to the chaos and hello to a more organized and efficient way of managing your business.
*This service is fully customizable, so prices may vary depending on your needs.
*This service is fully customizable, so prices may vary depending on your needs.
*This service is fully customizable. Prices may vary depending on your needs.
Please contact us if you don’t see a platform listed here.
During the proposal process, you can add extra training sessions, copywriting, graphics etc.
By default, our packages are broken up into 2 payments.
We offer payment plans of up to 4 months.
We love integrating your systems to work synergistically. We’ll help you integrate the CRM with your calendar, bookkeeping software, email marketing and website and more.
Your package includes a post-setup video tutorial using Loom to show you how to update!
I partner with the talented and creative Krista from Wishtree Design for Branding + Graphic Design for all your design needs.
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