1 hour account review then 90-minute Zoom session with you to provide focused recommendations on revisions, updates and features that could be used more efficiently.
Perfect for the DIYer; Someone who has already purchased their CRM and wants detailed instructions on best practices.
Up to 10 email and form templates
Up to 5 Packages and Payment plans created
Lead Capture Form
4 Scheduler appointments
3 Workflows created
Weekly check-ins via video or email
Exclusive bonuses Included:
- 90-minute strategy call to go over your business and design a tailor-made client journey for you.
- 90-minute post-set-up training (Zoom call) for you to ask questions and walk through your new system.
- 15 days of post-set-up support to help you continue to use your new system.
Perfect for the DIYer:
60-minute Zoom session; A focused discussion on which CRM will be the best fit for your business.
Detailed recommendations on getting started, feature highlights, and how to implement correctly to begin tracking leads and saving time.
*Services can be added such as Zapier Integrations, Branded Brochure, and additional templates, forms, and packages for an additional fee.
This is a general overview of the services that are available. If there’s a specific service not listed, feel free to reach out to me. If I am unable to provide the service, I’ll work hard to connect you with someone who can.
I accept payment through Stripe, Zelle and bank wire transfer. Additional ways can always be discussed and agreed upon before working together.
My Essential 'Done For You' Setup Service typically takes 3 to 4 weeks from start to finish. This time frame depends on receiving a completed Implementation Questionnaire from the client within 1 week of a signed contract. It also requires a commitment to attend the Mapping Your Process and Offboarding calls.
Yes. With over 10 years of experience in legal support, I know and understand how important confidentiality is. Your information is never shared. Additional safeguards can be put into place depending on the project.
The first step towards getting started is to schedule a complimentary call. This helps me understand more about you, your business and the needs that you currently have.
I live and work in Portland, Oregon, U.S.A.
CRM stands for Customer Relationship Management. It is technology tool for managing all of a business's relationships and interactions with clients and potential clients.
Yes! You will receive $100 off your service contract after the referral has booked and paid their first invoice. I appreciate you for spreading the word about my services.
Notice will be given to client mid-month as to how many hours remain in their package. Additional hours needed to finish a task or agreed upon service will be billed at my hourly rate.
Hours do not rollover. Monthly plans are automatically reset at the end of the plan term.
I use a work timer that tracks all activity from start to finish.
If you require a specific task but you don’t see it in my service list, please schedule a complimentary call so we can chat about it. I may be able to assist you or know of someone qualified to refer you to.
I do not require clients to commit to long term service contracts. However I do have a terms of service contract that clients must read, agree to and sign before I will provide services. The terms of service provides a synopsis of the agreed upon terms and general information so that we’re all on the same page.