Light CRM Implementation

Who is this for?

  • Small business owners who¬†are willing to make time to implement the system themselves.
  • They want to make sure they are doing it right.

In this scenario, we provide coaching to help guide small business owners in the right direction.

  • Steps to migrate your data.
  • Discussion on the use of custom fields.
  • Tag strategy for segmenting your contacts.
  • Guidance to configure the sales pipeline.
  • Basic training.