What I Need From You:

• A clear list of your business's goals for implementing a CRM.
• An overview of your current sales, marketing, and customer service processes.
• The names of any CRMs you are currently considering or using.
• Information on the size of your team and the number of users who will need access to the system.
• A list of any specific features you need (e.g., email marketing integration, sales pipeline automation, custom reporting).

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My Process:

1. Discovery & Platform Selection: We will have a detailed discussion to assess your needs and select the best-fit CRM platform from options like HubSpot, Salesforce, Zoho, or QuickBooks. I will then create a strategic plan for implementation.
2. Setup & Customization: I will set up your new CRM system, create user accounts, and customize the platform to match your specific sales and marketing processes. This includes building custom pipelines, fields, and reporting dashboards.
3. Data Migration: I will assist you in migrating your existing customer data from spreadsheets or other systems into the new CRM, ensuring a clean and organized database.
4. Automation & Integration: I will set up key automations and integrate your CRM with other essential tools (e.g., your website, email marketing software) to create a seamless workflow.
5. Training & Support: I will provide comprehensive training for your team, ensuring they have the knowledge and resources to use the new system effectively.

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Deliverables:

• CRM Implementation Plan: A detailed document outlining the strategy, timeline, and key milestones.
• Fully Configured CRM: A customized CRM system ready for use.
• Data Migration: Your customer data successfully imported and organized within the CRM.
• Automation & Integration: Pre-built automations and connections to your other business tools.
• Training & Handoff: A training guide or video tutorial and a post-implementation support period to ensure a smooth transition.

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