Turn scattered leads and manual follow-ups into a clear, organized CRM workflow. I’ll help you structure your pipeline, map lead stages, and build practical follow-up automation so prospects don’t fall through the cracks.
What’s included:
• CRM pipeline setup or cleanup
• Lead stages and tagging structure
• Follow-up workflow mapping
• Basic email/SMS automation setup
• Testing and handoff notes
Ideal for small businesses, creative brands, education programs, and service providers that need a simpler way to manage leads and follow up consistently.
Turn scattered leads and manual follow-ups into a clear, organized CRM workflow. I’ll help you structure your pipeline, map lead stages, and build practical follow-up automation so prospects don’t fall through the cracks.
What’s included:
• CRM pipeline setup or cleanup
• Lead stages and tagging structure
• Follow-up workflow mapping
• Basic email/SMS automation setup
• Testing and handoff notes
Ideal for small businesses, creative brands, education programs, and service providers that need a simpler way to manage leads and follow up consistently.