Get Started With a Free Consultation
Get Started With a Free Consultation
Unlock the potential of your business with a free consultation! In this personalized session, we’ll assess your unique business needs and discuss how we can elevate your email marketing and CRM strategies. You’ll gain valuable insights tailored specifically to your goals, including initial strategies to enhance customer engagement and streamline your operations. Whether you're looking to boost sales or improve customer relationships, our expert guidance will set you on the right path.
CRM Selection Consultation
Price: $100
Not sure which CRM is right for your business? This two-hour consultation will help you choose the CRM that best fits your unique needs. We’ll focus on understanding your sales process, exploring how your pipeline progresses, and evaluating key requirements to find the perfect CRM solution for you.
Here’s what we’ll cover in this session:
Understanding Your Sales Process: We’ll dive into your business’s sales flow, from lead generation to closing, so we can pinpoint the CRM features that align with your specific steps and team requirements.
Assessing Pipeline Stages and Progression: Together, we’ll go over your sales pipeline structure, analyze its stages, and explore where a CRM could improve tracking, reporting, and lead prioritization.
Evaluating CRM Features That Support Your Goals: Based on your business model and goals, we’ll discuss essential CRM features to consider, like automation, integrations, analytics, and customization options.
Recommendations on the Best CRM Options: By the end of our session, you’ll have a clear shortlist of CRM platforms tailored to your workflow, industry, and budget, along with a detailed outline of how each option can support your business growth.
This consultation is perfect for businesses ready to invest in a CRM but seeking guidance on where to start. After our session, you’ll feel confident in choosing a CRM that aligns with your goals and strengthens your sales process.
Email Marketing Consultation
Price: $100
In this two-hour consultation, scheduled at your convenience, we’ll work together to develop a powerful email marketing strategy tailored specifically to your needs. This session will be packed with actionable insights and a clear roadmap for improvement.
Here’s what we’ll cover in this session:
Review of Your Current Email Marketing Process: We’ll analyze your campaigns, engagement, and any challenges you’re facing.
Audience Segmentation and Personalization: Discover how to better target your audience with personalized, well-timed content.
Effective Use of Automation: Learn how to automate key processes to reduce manual tasks and boost consistency.
Best Practices for Campaign Design: Get insights on creating campaigns that are both visually appealing and conversion-focused.
Customized Strategy Document: After the call, you’ll receive a document with next steps and tool recommendations to help you continue improving.
This session is designed to help you make the most of your email marketing efforts and build stronger engagement with your audience.
CRM Auditing and Strategy Planning
Price: $150
This two-hour consultation is set up to help you make the most of your CRM system. You can book it at a time that suits you, and during this call, we’ll take a close look at your current CRM process and find ways to make it work better for you.
Here’s what we’ll cover in this session:
Detailed Audit of Your Current CRM Setup: We’ll go through your CRM system to see what’s working and what’s not, checking for efficiency, usability, and data accuracy.
Clear Recommendations to Organize Data and Improve User Experience: I’ll share ways to better organize your data and improve how easy it is to use, making sure your CRM is set up to support your team’s needs.
Automating Tasks to Save Time: We’ll look at areas where automation can help with tasks like follow-ups or lead tracking, reducing manual work and helping you keep everything on track.
Lead Scoring and Customer Journey Planning: We’ll build a plan for scoring leads and mapping the customer journey, so you know which leads to focus on and understand their path from prospect to client.
Customized Action Plan and Platform Recommendations: After the call, I’ll send you an action plan with clear steps to improve your CRM, along with recommendations for any platform-specific adjustments, whether you’re using HubSpot, GoHighLevel, or another CRM.
This session is perfect if you’re looking to strengthen your CRM strategy, cut down on manual tasks, and improve your customer experience in a way that’s easy to scale.
