Notion: Custom CRM System

Starting at

$

4,000

About this service

Summary

I help solo business owners, consultants, and small teams turn client management into an organized and effortless process. You will NEVER miss a step with my custom Notion CRM system, as it's designed entirely to fit your branding, goals, and workflows.
Within just 6 weeks, you'll have a revamped foundation for building better client relationships and scaling your business.

FAQs

  • I don’t have that many clients—do I really need a CRM?

    Even with a smaller client base, having a CRM system in place from the start sets you up for smooth growth. This system will help you stay organized, save time, and ensure no lead or client falls through the cracks as you scale.

  • I’ve tried Notion before, and it never really worked for me.

    We’ll work together to tailor your Notion space to fit your unique workflow, so it fits seamlessly into how you operate, and you won’t waste time learning something that doesn’t serve you.

  • What if I don’t know how to use Notion?

    No worries! I provide comprehensive training to ensure you feel comfortable using your new CRM system. Plus, I offer ongoing support, so you’ll have all the guidance you need to get the most out of your system.

  • How long will it take to set up my CRM?

    The process takes about six weeks, from discovery and customization to training and final refinements. You’ll be fully trained on how to use your CRM, and I’ll provide a recording for future reference.

  • Can I make changes to the CRM system later?

    Absolutely! This system is designed to be flexible. Once it's set up, you can update and adjust it as your business grows or as your needs change. Plus, I offer ongoing support if you need help with updates down the line.

What's included

  • Kickoff discovery session

    A 90-minute discovery call to understand current client processes, from lead generation to follow-up. We'll use this time to also identify opportunities for automation and improved efficiency.

  • Fully Tailored Client Relationship Management (CRM) System

    Includes, but not limited to: - Lead tracking - Pipeline management - Client onboarding system and profiles - Project management hub - Communication and time tracking logs - Invoicing and payment tracker

  • Midpoint Review

    A 60-minute call to walkthrough progress and make refinements

  • Wrap-Up Training Session

    A 60-minute, virtual training session on how to use the system. This includes a recording of the session for future reference (comes in handy when onboarding a new team member)

Recommendations

(5.0)

Maceo Owens • The ERG Movement

Client • Dec 21, 2024

Couldn't be happier with my experience working with Lo! Incredible and I'm looking forward to continuing to work together!

Lo really got our brand. And she got it quickly! She required very little onboarding time and one of her strategies was rooted in finding percolating 'questions' that our brand was uniquely fit to answer while competently putting our brand's content into more current communication styles that helped us be heard with more credibility and connection. Weekly meetings were always warm, professional, incredibly clear and distilled to a refreshing level of intention.


Duration

6 weeks

Skills and tools

Project Manager
Business Strategist
Notion

Work with me