⚠️ Veuillez noter que les services de ce site ne sont pas offerts aux résidents du Québec. Contactez-moi pour plus d'informations. ⚠️DONE-FOR-YOU CRM SETUP
For independent business owners of all industries, my Done-For-You CRM Setup Service offers a custom-built system, freeing you from tedious administrative tasks and effortlessly streamlining your operations.
Unlike other solutions, my system is designed specifically for your unique business and done for you–taking the stress out of your hands.
Experience seamless operations, reduced overwhelm, and more time for high-value work with my Done-For-You CRM Setup service–your ultimate solution for scaling your business without the stress of backend bottlenecks.
WHAT IS INCLUDED
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A 2 hour online session where we map out your client process in detail for all of your services.
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Transform your client process into automated steps to save time and mental space.
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Package + payment plan setup with invoice reminders so you can get paid on time.
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Code-free forms matching your branding for a seamless client experience.
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Pre-written for every step in your client process and every service you provide.
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Set up for different types of appointments based on your availability.
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Branded client portal setup for your own clients to use.
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To review your full setup and answer any questions you have about your setup.
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30 days of email support as you become familiar your new setup and start bringing clients through it.
Starting at
$2000
approx. $1400 US
"If you want to go fast, go alone.
If you want to go far, go together."
- African proverb
Support
Systems troubleshooting
Systems design
Data entry & database management
Information tracking & reporting
Light project coordination
$35/hour
approx. $25 US
Ready to get started?
Let’s build a system that gives you back your time and keeps your business running smoothly.