Set up CRM Program Service

• CRM program setup is for every Small Business Owner; whether they're a for-profit or a nonprofit.
• Service is ideal for every type of small business; whether they provide a service or sell a product.
• Customer Relationship Management (CRM) programs are plentiful because they vary in what they offer along with vary 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.
• Set up includes 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.
• Set up 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 prior to the start of each client's project. The consultation will allow me to better understand the client's specific business need. 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 client's accountant for tax time.
  
• Please PURCHASE a CONSULTATION when you PURCHASE a SERVICE.

PLEASE NOTE:

• Click HERE for a CONSULT FORM.
• A CONSULT FORM is REQUIRED a minimum of 24 HOURS prior to the start of a consultation.
• Consultations will take place over Zoom unless the client prefers over the phone.
• Click HERE to Purchase a CONSULTATION.