Launch your CRM the right way. Designed for businesses transitioning from spreadsheets or legacy systems, this package provides a fully functional, expertly configured CRM environment on GoHighLevel, HubSpot, or Zoho.
The CRM Kickstart (Setup, Onboarding & Optimize)
$997.00
Description
Launch your CRM the right way with the CRM Kickstart package.
Designed for businesses transitioning from spreadsheets or legacy systems, this package provides a fully functional, expertly configured CRM environment on GoHighLevel, HubSpot, or Zoho. We handle the technical heavy lifting so your team can focus on closing deals.
Key Deliverables:
- Account Configuration: Complete setup of your CRM workspace, user roles, and permissions for up to 5 team members.
- Data Migration: Import of up to 2,000 existing contacts from CSV/Excel, ensuring data integrity and proper field mapping.
- Pipeline Structuring: Creation of one custom sales pipeline tailored to your unique sales process.
- Basic Automation: Setup of up to 3 essential workflows (e.g., new lead welcome email, appointment confirmation, missed call text-back).
- Calendar Integration: Connection of your team’s Google/Outlook calendars and setup of one booking page.
- Training: One 60-minute live onboarding call with your team, plus a recording for future reference.
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