Substantial · Software Automation
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.
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