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Starting from $400.00
Tired of scattered notes and customer information spread across different platforms? I’ll set up your CRM so everything you need to manage your relationships and sales lives in one organized, easy-to-use system.
We’ll start by choosing the right platform for your business, then customize it to fit your workflow. This includes organizing your contact lists, segmenting leads, creating tags or pipelines, and setting up simple automations so your follow-ups never slip through the cracks.
You’ll receive a quick walkthrough and an SOP that explains how to keep your CRM updated and running smoothly. The goal is to help you save time, simplify communication, and give you a clear overview of how your business is growing.
Perfect if you’re ready to stay organized, track your progress, and turn connections into long-term relationships.
Add-On: CRM Maintenance
$150–$300 per month
Once your CRM is set up, I can help keep it organized and running smoothly. This add-on includes ongoing updates to contact lists, lead tracking, and pipeline management so your system always stays current and reliable.
I’ll review your data regularly, clean up duplicates, and make sure your automations and workflows continue to support your goals. This option is great if you want your CRM maintained consistently without having to think about it every month.
$200 per month
Turn your data into action. I’ll prepare clear monthly reports that highlight your top leads, conversion trends, and opportunities for improvement. You’ll see exactly where your efforts are paying off and where small tweaks can lead to better results.
Each report includes simple visuals, key takeaways, and suggested next steps to help you plan ahead with confidence. Perfect for business owners who want to make smarter decisions based on real numbers rather than guesswork.
Starting from $400.00
Tired of scattered notes and customer information spread across different platforms? I’ll set up your CRM so everything you need to manage your relationships and sales lives in one organized, easy-to-use system.
We’ll start by choosing the right platform for your business, then customize it to fit your workflow. This includes organizing your contact lists, segmenting leads, creating tags or pipelines, and setting up simple automations so your follow-ups never slip through the cracks.
You’ll receive a quick walkthrough and an SOP that explains how to keep your CRM updated and running smoothly. The goal is to help you save time, simplify communication, and give you a clear overview of how your business is growing.
Perfect if you’re ready to stay organized, track your progress, and turn connections into long-term relationships.
Add-On: CRM Maintenance
$150–$300 per month
Once your CRM is set up, I can help keep it organized and running smoothly. This add-on includes ongoing updates to contact lists, lead tracking, and pipeline management so your system always stays current and reliable.
I’ll review your data regularly, clean up duplicates, and make sure your automations and workflows continue to support your goals. This option is great if you want your CRM maintained consistently without having to think about it every month.
$200 per month
Turn your data into action. I’ll prepare clear monthly reports that highlight your top leads, conversion trends, and opportunities for improvement. You’ll see exactly where your efforts are paying off and where small tweaks can lead to better results.
Each report includes simple visuals, key takeaways, and suggested next steps to help you plan ahead with confidence. Perfect for business owners who want to make smarter decisions based on real numbers rather than guesswork.