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Done-for-You CRM System Setup

Don't let your client relationships go cold!

Client management, follow up, and relationship building are critical to success. From data migration and customization to automation and implementation, I streamline your client processes and empower you to wow your customers.

I work directly with you to set up a customized CRM system that fits your unique business needs, whether you're managing wholesale clients, processing orders, or nurturing long-term relationships. From streamlined outreach to automated follow-ups, your new CRM will be designed to save you time and effort, allowing you to focus on what you do best: creating beautiful products.

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You'll walk away with:

  1. Set up of your CRM account

    1. Account creation

    2. Data Migration

    3. Customizations

    4. Integrations

  2. Online inquiry form to gather leads that automatically adds new leads to the CRM

  3. Branded email templates (20-25 total)

  4. Email content suggestions 

  5. Outreach email sequences to automate outreach and follow-up over a period of time

    1. Wholesale Inquiries

    2. Prospects

    3. New Accounts

    4. Order Processing

    5. Pre-Show

    6. Post-Show

    7. Annual Celebrations

  6. Workflows to automate repetitive tasks and trigger sequences

  7. Email and Loom videos to keep you up to date throughout the project. 

  8. Zoom training session

  9. Access to my CRM Training Materials Library

  10. One month of support

What to Expect:

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Your Investment
$3,000

50% due to start and 50% due before training

Our Clients Say

Hilary Finck, owner of Hilary Finck Jewerly, testimonial
“I love working with Kelly because she's organized, knowledgeable, efficient, and direct. Our meetings were always useful and we accomplished a lot in a short period of time.
 
She helped me to streamline my process with custom orders in terms of communication with clients and contracts. I would highly recommend her services!”

Hilary Finck, Hilary Finck Jewelry

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