Summary

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.