Are you wondering if your business is using its CRM to its full capacity?
Or, are you thinking of purchasing a new CRM but aren’t sure which one to go with?
We have years of experience in guiding our clients to the right CRM system that works best for their business. Together we will analyze your current lead generation, marketing and workflow practices. Then we make recommendations on the type of software solution to automate your operations.
If you are looking for expert assistance reviewing your current CRM and making recommendations for new software that can automate or improve your operations.
If you need help to identify problem areas and provide recommendations for a better solution.
HERE'S WHAT YOU GET…
Private 1:1 Call
During our 90-minute call, you are able to take me behind the red velvet rope of your current lead generation, conversion and client retention process. This helps us get acquainted and on the fast track to success.
Results Review Recording
Two weeks after our call, you'll get a recording of the CRM Automation Audit and Audit Recap to review when you please (so you won’t feel left out in the cold!)! This allows you to run through the suggested ways to improve your automation findings and make your priority list to reach out to your team.
HERE'S WHAT WE DISCUSS…
LEAD GENERATION
Don't miss another opportunity to reach new customers and strengthen relationships. Always have a way to capture your leads' contact information.
NURTURING TO CONVERSION
Follow up with your new leads as soon as possible and put them on a personalized drip campaign. Make sure you are following up to build that Know Like Trust factor.
CLIENT RETENTION
This is designed for business owners to find out what their customers think about the products, services and interactions with your business. Proven results in specific feedback options can help you improve your product/service offering based upon their needs.
Yes. We’re excited to collaborate with you, but first let’s get the fundamentals in place. A CRM automation audit is critical to ensuring your CRM strategy is structured around your brand’s journey and goals before we get started setting up your automation points.
We encourage it and offer a complimentary 20-minute discovery call for every prospective client. Schedule your call using this link. Talk soon!
Let us help you choose the best CRM system for your business