A 1-hour consultation to understand your business and current CRM needs, followed by a detailed written audit covering tool recommendations, contact import & cleaning plan, segmentation structure, required integrations, compliance steps, and a clear roadmap for implementing or improving your CRM and automations.

Set up your chosen CRM (MailerLite, ConvertKit, Klaviyo, HubSpot, etc.) or migrate from your current system. Includes: - account creation + settings - domain authentication (SPF, DKIM, DMARC) - sender reputation setup - form/page builder setup - integrations with your website, landing pages, checkout, etc. Output: A fully configured CRM ready for contacts, automations, and campaigns.

I import your contacts from various sources and clean your database to improve deliverability and targeting. Includes: - deduplication - removing inactive or risky emails - applying tags or custom fields - setting up primary segments (e.g., leads, customers, warm, cold, etc.) Output: A structured, clean list that is easy to grow and use.

Creation of a simplified tagging structure so you always know who your subscribers are and how to talk to them. Includes: - naming conventions - behaviour-based tagging (clicks, purchases, engagement) - segment logic - retention/engagement indicators Output: A CRM structure that grows with your business and prevents chaos later.

I integrate your CRM with: - landing pages (Kajabi, Framer, Squarespace, Wix, Shopify, Gumroad etc.) - website forms - checkout pages - lead magnets - payment systems - booking tools Output: Leads flow into your CRM automatically with correct tags and triggers.

Ensure your CRM is legally compliant and optimised for inbox delivery. Includes: - GDPR-ready forms - consent-based tagging - compliant unsubscribe process - email authentication (SPF, DKIM, DMARC) - deliverability best practices Output: Higher inbox placement and long-term email health.

Identify the exact automations your business needs to save time and streamline your customer journey. Includes: - review of your customer journey and funnel entry points - recommended essential workflows (welcome, nurture, sales, tagging, segmentation) - clarity on triggers, conditions, and required assets - a simple Automation Blueprint outlining what to build and in what order Output: A clear, personalised automation plan you can implement yourself - or upgrade to my Done-For-You Essential Automations package for full build, design and copy.

You receive a personalised Loom training video showing you: - how to use your CRM - how to create and edit forms and emails - how to maintain deliverability - how to check automation performance Output: You feel confident managing your CRM with or without support.