GIVE EVERY CONTACT A PLACE AND EVERY FOLLOW-UP A NEXT STEP When contacts, deal stages and reminders live in different places, opportunities become difficult to track.

I help small businesses set up one practical CRM workspace, with a clear structure your team can maintain.

WHAT YOU RECEIVE • One CRM workspace configured in your existing account. • One sales pipeline with up to 6 agreed stages. • Up to 10 custom contact/deal fields. • Import preparation and import of up to 1,000 supplied contacts. • One simple view or report for follow-up priorities. • A written handover guide and one revision round.

PROCESS

Define how you capture, qualify and follow up with customers.

Agree the platform, fields, pipeline and access method.

Configure, check a sample import and hand over the workspace.

FROM $599 Typical delivery: 2 weeks after receiving the required inputs and access. Platform subscription fees are paid directly by you. We confirm that your selected CRM plan supports the agreed features before work starts. Complex migration, custom integrations, automatic email sequences and ongoing customer management require a separate quote.

Send the CRM you use and a short description of your sales process.