There's SO MUCH stuff to consider. There's working out what each setting does, where and how to add your templates, how to link your templates to workflows, how to change the fonts and colours on your contact form and by the time you figure all this out you'll give up on trying to create a workflow altogether - you'll just want to have the basics setup and you'll tell yourself you'll sort out the rest later.
Sure you could try to set it up yourself -But why not skip the overwhelm and let me take on the hassle?
This is where I come in. I've gone through all of this before and
I hate to break it to you but 'later' never happens...
Setting up your CRM can be overwhelming and time consuming.
I'm here to save you the headache
Here are the CRMs I work with:
A fully setup & optimised CRM to make your admin life easier
✦ Input and setup everything you need to start using your CRM of choice: lead sources, job types, labels, contact form, packages & products, client contract/s, email templates with links/attachments, client questionnaire/s, online booking calendar set up, connecting google calendar, connecting email account, setting up payment method/s
✦ 7 days of support in case you need help getting to grips with your CRM
£400
+ 50% off your first year if you pick Studio Ninja as your CRM (use code LUCYMCREATIVE)
A fully optimised CRM with automated workflows to maximise efficiency & minimise effort
✦ Everything that's included in the Basic CRM setup
✦ Create workflows with automations
✦ Link all your email, contract and questionnaire templates to your workflows
£600
+ 50% off your first year if you pick Studio Ninja as your CRM (use code LUCYMCREATIVE)
Start by booking a 15 min free consultation here so we can chat about your business and I'll walk you through how I can help optimise your CRM
As soon as you're booked in I'll send you a short questionnaire so I can learn more about your business & your brand before I get started on your CRM.
Once I'm done working on your CRM we'll schedule a video consultation so I can walk you through it. I'll also share my screen to show you the back end so you know how to make changes!