CRM Setup and Training - $497

This service is designed for businesses and sales professionals who recognize the potential of a CRM system but may be unsure how to leverage its full capabilities. Whether you're new to CRM or looking to optimize your existing setup, this program provides personalized guidance and support to help you unlock the full potential of your CRM system.

By participating in this program, you'll learn how to set up your CRM system effectively to maximize its benefits.

Here's an overview of what's in the program:

  • Creating three essential pipelines (Lead, Source, Client)
  • Implementing the 20-20-20 Rule for efficient pipeline management
  • Properly utilizing both Contacts and Deals features
  • Customizing attribute labels to align with your business needs

Additionally, you'll receive hands-on, individualized assistance to set up or clean up your CRM, along with a 60-minute recorded training session to ensure you're equipped with the knowledge and skills to succeed.

How the program is delivered:

The program is designed to be convenient and accessible, delivered remotely to accommodate your schedule. Upon signing up, we'll schedule an initial consultation call to discuss your specific needs and goals. Following this, the program includes individualized, hands-on assistance with setting up or cleaning up your CRM system, tailored to your business requirements.

The 60-minute training session will also be conducted remotely, allowing us to walk through the setup and optimization process together. This session will be recorded for your reference, ensuring that you have access to the training materials whenever you need them.

Throughout the program, communication and support will be provided via email or other preferred communication channels, ensuring that you receive timely assistance and guidance as needed. My goal is to make the process as seamless and effective as possible, empowering you to leverage your CRM system to its full potential and drive business growth.

Required Tools:
  • CRM - I prefer Pipedrive* but you can use any platform you prefer
  • Notion - all-in-one workspace. I can easily pop templates and documents into your workspace.
    Try Notion here*

*Affiliate commission links.

Frequently Asked Questions