CRM Setup & Optimisation
Starting at
$
120
About this service
Summary
FAQs
1. What’s the difference between the CRM Audit/Strategy package and the Done-For-You Automations package?
The CRM Audit gives you clarity: the right tools to use, how to structure your contacts, what to automate, and a step-by-step plan. The Done-For-You package is full implementation — I build your automations, design your emails, write the copy, and integrate everything for you.
2. Do you help me choose the right CRM or website platform?
Yes - I recommend the tools that fit your business goals, budget, and technical comfort level. I’ll tell you exactly what you need (and what you don’t) so you don’t waste time or money.
What's included
CRM Audit & Strategy Session
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.
CRM Platform Setup or Migration
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.
Contact Import, Cleaning & Segmentation
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.
Tagging Framework & Organisational Structure
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.
Integrations & Website Connections
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.
Compliance & Deliverability Setup
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.
Essential Automations Consultation
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.
Training & Handover
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.
Duration
1 week
Skills and tools
Industries