Done-for-You CRM System Setup
Don't let your client relationships go cold!
Client management, follow up, and relationship building are critical to success. From data migration and customization to automation and implementation, I streamline your client processes and empower you to wow your customers.
I work directly with you to set up a customized CRM system that fits your unique business needs, whether you're managing wholesale clients, processing orders, or nurturing long-term relationships. From streamlined outreach to automated follow-ups, your new CRM will be designed to save you time and effort, allowing you to focus on what you do best: creating beautiful products.
You'll walk away with:
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Set up of your CRM account
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Account creation
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Data Migration
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Customizations
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Integrations
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Online inquiry form to gather leads that automatically adds new leads to the CRM
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Branded email templates (20-25 total)
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Email content suggestions
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Outreach email sequences to automate outreach and follow-up over a period of time
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Wholesale Inquiries
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Prospects
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New Accounts
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Order Processing
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Pre-Show
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Post-Show
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Annual Celebrations
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Workflows to automate repetitive tasks and trigger sequences
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Email and Loom videos to keep you up to date throughout the project.
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Zoom training session
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Access to my CRM Training Materials Library
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One month of support
What to Expect:
1
Free Discovery Call
This will help me better understand your brand, clients, process, and what your needs are for using your CRM.
2
Contract & Deposit
Once the Discovery Call is complete, I will send you a proposal for your Customized CRM system. Sign the contract and pay 50% to get started with me.
3
Content Intake
You will complete a form that sends me the information I need to create your CRM. This will include your brand styling information, logo, images to use, emails, current process, etc.
4
Review & Planning Call
This is a 2 hour Zoom meeting where we review your intake form responses, discuss any additional needs, and strategize your ideal client experience.
5
Project Outline
Once the Review & Planning call is completed, you will receive a written overview of the customizations, automated workflows, and email sequences that will be created in your new system.
6
Setup & Implementation
This is where I get to work building your custom CRM account. Your process will be streamlined into a beautiful semi-automatic system.
7
Training
Once your system is complete, I walk you through your finished platform. I provide you with the training and resources to help you feel confident using your CRM.
8
Support Phase
You will have 1 month of support for any help that you may need. Start using your CRM, feel the ease of your new system, and I will be here to answer any questions that may arise.
Your Investment
$3,000
50% due to start and 50% due before training
Our Clients Say
“I love working with Kelly because she's organized, knowledgeable, efficient, and direct. Our meetings were always useful and we accomplished a lot in a short period of time.
She helped me to streamline my process with custom orders in terms of communication with clients and contracts. I would highly recommend her services!”
Hilary Finck, Hilary Finck Jewelry