Still managing leads, follow-ups, and sales opportunities in Excel or Google Sheets? Moving to a CRM is easier when your fields, lead stages, and sales workflow are clearly defined first.
I create a CUSTOM, EDITABLE EXCEL WORKBOOK tailored to your business. Instead of receiving only an audit or generic recommendations, you get a practical tool to prepare for CRM setup or migration.
Choose the package that fits your needs:
STARTER ($59): Up to 12 CRM fields, 6 lead-stage definitions, next-step guidelines, and a short preparation guide.