SERVICES

SAVING YOU TIME AND RESOURCES USING THE SOFTWARE AND SYSTEMS BELOW​

CRM Setup & Automation

Zapier Automation

Form Building

WooCommerce Automation

Reporting Automation

Marketing Launch Set Up

Event Registration
Set up

FB/GooGle Ad Reporting and Analytics

Project Management System Automation

CRM Systems I work With

This is a preferred list, but many software systems all function the same, or at least very similar.

CRM = Customer Relationship Management

Other Systems I Work With

SERVICE PACKAGES

START UP

  • 4-8 Weeks
  • Timeline dependent on project size.

  • CRM Setup
  • We will choose a CRM that suits your business needs!

  • Reporting Set Up
  • A bird's eye view of data within your CRM.

  • New Automations
    • Registrations
    • Nurture Emails
    • Sales Automations
    • Reporting
  • Email/Chat Support
  • Direct communication support.

FOR NEW BUSINESSES

Clean UP

  • 4-8 Weeks
  • Timeline dependent on project size.

  • CRM Clean Up & Organization
  • We will choose a CRM that suits your business needs!

  • Advanced Reporting
  • In-depth view of data within your CRM.

  • New Automations
    • Registrations
    • Nurture Emails
    • Sales Automations
    • Reporting
  • Existing Automation Clean Up
    • Registrations
    • Nurture Emails
    • Sales Automations
    • Reporting
  • Email/Chat Support
  • Direct communication support.

FOR GROWING BUSINESSES

Level Up

  • Long-Term / On-Going
  • CRM Clean Up & Organization
  • We will choose a CRM that suits your business needs!

  • Advanced Reporting
  • In-depth view of data within your CRM.

  • New Automations
    • Registrations
    • Nurture Emails
    • Sales Automations
    • Reporting
  • Existing Automation Clean Up
    • Registrations
    • Nurture Emails
    • Sales Automations
    • Reporting
  • Marketing and Sales Optimization
  • We will choose a CRM that suits your business needs!

  • Website Optimization
  • We will choose a CRM that suits your business needs!

  • Email/Chat Support
  • Direct communication support.

LONG-TERM GROWTH

MARKETING LAUNCH SET UP

  •  
OTHER SERVICES

SINGLE AUTOMATION AND HOURLY SERVICES AVAILABLE AS WELL

  •  
OTHER SERVICES

Would you like to see if we’re a good fit?

CONTACT ME

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