CRM Setup and Automation
A CRM only helps when it reflects how you really work and stays up to date without manual effort. I set up your pipeline, connect the places leads come from, and automate the data entry so the system stays accurate on its own.
The problem this solves
Plenty of businesses pay for a CRM that nobody updates. Contacts live in an inbox, deals live in a notebook, and nobody can say what is in the pipeline this month. The fix is fewer fields, clear stages, and automatic entry.
What the work includes
- ✓Choosing or reviewing a CRM that fits your budget and the way you sell
- ✓Pipeline stages named after real steps in your process, not generic defaults
- ✓Automatic creation of contacts and deals from website forms, email, and phone enquiries
- ✓Deduplication and tidy-up of existing contact records before launch
- ✓Task and reminder automation so a stalled deal never sits silently
- ✓A simple dashboard showing new leads, active work, and what needs attention
How the process works
We walk through how a lead becomes a client today, then design the smallest pipeline that captures it. I configure the CRM, connect your lead sources, migrate the contacts you want to keep, and train you on the handful of clicks you will actually use.
Who this is a good fit for
- ✓Businesses tracking leads across email threads, texts, and spreadsheets
- ✓Teams that bought a CRM but never finished setting it up
- ✓Owners who want an honest view of how much work is in the pipeline
What is not included
I do not import data you cannot verify, and I do not recommend a platform you do not need. If your current CRM is fine and just poorly configured, fixing it is usually the better option.
Next step
Book a free strategy call and describe how a lead reaches you today. We will sketch the pipeline together on the call.