A CRM that isn't set up right doesn't save you time, it creates more work. I'll set up or clean up your CRM so your pipeline is clear, your follow-up is automated, and no lead falls through the cracks.

Whether you're starting from scratch or inheriting a messy system someone else built, I'll get it organized, connected to your other tools, and actually working for your business.

I have hands-on experience with GoHighLevel, HubSpot, Dubsado, HoneyBook, ClickUp CRM, and similar platforms.

Best for: Service businesses that have a CRM but aren't really using it, or need one built the right way from the start.

Pipeline setup or rebuild

Contact tagging and segmentation

Automated follow-up sequences

Integration with your lead sources

Walkthrough so your team knows how to use it

Pricing: Starting at $750 for audits and cleanups | Starting at $1200 for full builds | $150/hr for ongoing support

Estimated Timeline: 1–2 weeks for cleanups and audits / 2–3 weeks for full builds.