Do you have a
PLAN to GET LEADS?
Guess what – Every business needs new leads or new customers! So we help small business owners get qualified leads and turn targeted traffic into paying customers through CRM automation.
Ways to Work with Us
CRM Automation Audit
For small business owners who are struggling to narrow down a good fit CRM. Or the business owner that has a CRM and not quite sure if you’re using it to its full potential..
CRM Automation Implementation
For businesses that have a CRM but are looking to accelerate growth and optimize business operations by working closely with our team.
Monthly CRM Consulting
For businesses that require private ongoing support of strategy, maintenance, implementation, and more after setup.
CRM Automation Audit
Learn how to get started with automation and tips for implementing the right automation for your business. Two weeks after our call, you’ll get a recording of the CRM Automation Audit 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.
- Create systems to free up your time
- Generate more leads for your business
- Convert more leads to customers
- Get more client testimonials
CRM Automation Implementation
Work one-on-one to kick-start a new CRM, redesign your current setup, or implement an optimized system from scratch. Over a 6 month period, we partner in supporting ongoing education tailored to your type of business goals and areas of need. Learn advanced automation and increase your sales, marketing, and business operations with a CRM expert.
- Review of your CRM
- Document your Customer Journey Plan
- New client onboarding
- Automate your Sales Process
- Advanced Automations
- Nurturing to create recurring clients
Monthly CRM Consulting
Take your business to the next level with ongoing support of strategy, maintenance, implementation, and more after setup.
- Ongoing review of your CRM
- Developing on your Customer Retention Strategy
- Automate your Sales Process
- Data Reporting Optimization