SET UP CRM PROGRAM

• CRM program setup is ideal for every type of Small Business.
  
• Customer Relationship Management (CRM) programs are plentiful because they vary in what they offer along with varying in price.
• Not every CRM program is the perfect fit for every small business. If you're unsure which CRM would best fit your business needs and budget, REQUEST A CONSULTATION with me.
• Set up includes client's branding; logo and/or client photo, colors, fonts, business contact info, and social media links.
• The setup includes the client's existing contacts uploaded into the CRM.
• Set up can include custom templates.
• Set up can include email sequence and automation.
• Set up can include sales funnels.
• Setup is dependent upon the program that's best for the client's business needs and if they need templates, sequences, automation, and/or funnels.
• Service does not include the purchase of program/software.
  
• Service requires a consultation and a signed contract before starting each client's project. The consultation will allow me to better understand the client's business needs. The contract will be a receipt of service for the client. It will outline the service being provided, the cost, the start date & end date. Copies of contracts should be provided to the client's accountant for tax time.

PLEASE NOTE:

• CONTACT ME
• I will respond to your message within 24 hours; excluding Holidays.
  
• Click HERE to Purchase a CONSULTATION.
• Consultations will take place over Zoom unless the client prefers over the phone.