CRM Setup or Migration

HubSpot or similar CRM setup with initial training

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Investment

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A CRM (Customer Relationship Management) is only useful if your team will actually use it. The setup is half configuration, half deciding what NOT to track. The platform is the easy part. The discipline is the work.

Typically used for

First-time CRM rollout for a team graduating from spreadsheets
Migration off a CRM that grew unwieldy or was wrong for the business
Sales process redesign with the CRM as the system of record
Integration with existing tools: forms, email, calendar, accounting
Sales handoff: a single source of truth so reps stop stepping on each other

What you get

Platform setup (HubSpot, Pipedrive, or similar), pipeline structure, field schema, automation rules, integrations to your existing stack, and a 1-hour training session for the people who will use it. Done in a way that does not require me to come back for every change.

WHY THIS PRICE

What you're actually paying for

A CRM setup is configuration plus discipline. The platform is the easy part. The hard part is deciding what NOT to track, what fields the team will actually fill in, and the process discipline to make the CRM live up to its promise.

What's in the work

Platform setup (HubSpot, Pipedrive, or similar)
Pipeline structure tied to your sales process
Field schema (only what matters)
Automation rules: routing, follow-up, alerts
Integration with email, calendar, forms, accounting
Reporting dashboards
Training session for the team that'll use it

The value it adds

A CRM that's actually used closes more deals. Leads stop falling through the cracks. Follow-ups happen on time. The pipeline becomes a real forecasting tool instead of a wishlist. The cost is one-time; the revenue lift is ongoing.

Deliverable

Live CRM plus 1-hr training

Requires appointment

Yes

Appointment type

sit down

Ongoing

One-time

Credits accepted

Yes

Ready when you are

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RETAINER OPTIONS

Want this on a recurring basis?

These are the ongoing versions or natural complements. Pair them with the one-time work for sustained support, lower cost-per-hour, and the consistency that compounds.

monthly

IT Support Retainer

Capped hours per month, priority response

$1,200to$2,000/ month

See the retainer →