NEW
Your advisor, Sara
Done-with-you
CRM* SPRINT
for NEXT LEVEL
*CUSTOMER RELATIONSHIP MANAGEMENT
A structured, time-boxed project where we set up (or clean up) your CRM together. I handle the strategy and technical steps. You input the elements about your business and clients that you know best. You finish with a CRM that fits your business and the confidence to run with it.
5 phases over ~10 weeks
A better client experience for them
Less scatterbrain for you
No leads lost
01
SYSTEM SELECTION
(OR AUDIT)
02
DATA INPUTS & ORGANIZATION
03
WORKFLOWS
04
TEMPLATING
05
REPORT + REFLECT
COMMITMENT
Time
We recommend you set aside 1-3 hours per week to add your inputs and learning your new system.
For Sara’s tech onboarding framework, strategic advice, technical troubleshooting each week.
$2500
Estimated @ $50/month
Plus cost of your new CRM, if applicable