Systems Setup
Not ready for the full operations kit and kaboodle? The one thing you MUST have in your business is a fully functioning client relationship management system. Lucky for you, Success Beyond is filled with CRM experts ready to automate your client management process.
Just hand it over to the pros:
We will do a full implementation and set up from start to finish for your CRM.
What this looks like:
This is imperative because it gives me and the team an idea of what systems, workflows, and pieces we will need to build out.
After you’ve completed your workbook, you’ll schedule a call so we can go over all the bits and bobs and make sure we know exactly how you want your system to run.
We’ll build out your packages, email templates, workflows and more so that your business can run on autopilot.
It’s time to hop on a call and walk you through your new CRM system.
Then you’ll go through the system, suggest tweaks, and move for final approval.
It’s time for you to start actively using your system.
We’ll build out SOPs for the various pieces of the system along with video walkthroughs and training so that you can easily create new workflows and packages.
Complete Set-Ups start at: $2500
Strategy Calls:
If you’ve already purchased a CRM and are simply trying to figure out the best way to approach setting it up, then a strategy call is the perfect first step.
We’ll go over the do’s and don’ts of setting up your CRM and give you tips and tricks for getting everything streamlined as quickly as possible. You’ll get the clarity you need to get started on the right track
Strategy Calls start at: $297
