Captura de pantalla 2025-09-01 a la(s) 11.54.51 a.m..png
Captura de pantalla 2025-09-01 a la(s) 11.54.51 a.m..png

CRM Implementation + Systems Restructure

$0.00 $0.00

Build or rebuild your CRM so your team can actually use it: fields, tags, workflows, segmentation, and clean processes.

Build or rebuild your CRM so your team can actually use it: fields, tags, workflows, segmentation, and clean processes.

If you have no CRM, a CRM that’s messy, or a team that’s using it inconsistently.

What this includes

  • CRM architecture (fields, tags, lifecycle stages)

  • Segmentation strategy (lists that make sense)

  • Workflow setup (intake → follow-up → reporting)

  • Data migration support (if moving into the CRM)

  • Documentation + team enablement plan (so staff adopts the changes)

Deliverables

  • CRM structure map + field dictionary

  • Configured CRM framework (or restructure plan)

  • SOP-lite documentation for staff

Book a 20-min consult to confirm CRM + scope.