Phoenix - Your AI Assistant⭐ Build a CRM that supports your business growth ⭐
Delivery in
5 days
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What you get with this Offer
A CRM is only valuable if it fits the way your business actually works.
I'm British, trained as a Certified Business Strategist, and I've spent over 20 years running my own businesses and working hands-on with founders across the UK and France.
Too often, businesses invest in software only to find it becomes another system that nobody uses properly. My approach is different.
Before I build anything, I take the time to understand how you work so your CRM supports your business rather than forcing your business to fit the software.
This fixed-price offer is ideal if you're looking for a professional setup of the essentials.
This offer includes:
- A discovery call to understand your business and objectives
- Setup or configuration of one CRM account
- Your branding applied
- One landing page or one lead capture form
- One email marketing sequence or one simple automation
- Testing and a personalised handover video
I currently offer this service for Zoho CRM, HubSpot and HighLevel (GoHighLevel). If you're using another CRM, please send me a message before purchasing so I can confirm it's something I can support.
Although this offer focuses on CRM implementation, many of my clients continue working with me long after their system goes live.
As an experienced Business Systems Consultant, I also help businesses improve operations, implement automation, streamline processes, introduce new systems, manage projects and build the operational foundations needed for sustainable growth.
I get genuinely invested in the businesses I work with — I care about your success, not just getting the task done.
This works best for founders thinking beyond the initial setup, looking for someone who understands how systems support a growing business and can become a trusted implementation partner over time. I'd be delighted to help.
Please take a look at my PeoplePerHour reviews, portfolio and case studies to see examples of the businesses I've supported and the results we've achieved together.
I'm British, trained as a Certified Business Strategist, and I've spent over 20 years running my own businesses and working hands-on with founders across the UK and France.
Too often, businesses invest in software only to find it becomes another system that nobody uses properly. My approach is different.
Before I build anything, I take the time to understand how you work so your CRM supports your business rather than forcing your business to fit the software.
This fixed-price offer is ideal if you're looking for a professional setup of the essentials.
This offer includes:
- A discovery call to understand your business and objectives
- Setup or configuration of one CRM account
- Your branding applied
- One landing page or one lead capture form
- One email marketing sequence or one simple automation
- Testing and a personalised handover video
I currently offer this service for Zoho CRM, HubSpot and HighLevel (GoHighLevel). If you're using another CRM, please send me a message before purchasing so I can confirm it's something I can support.
Although this offer focuses on CRM implementation, many of my clients continue working with me long after their system goes live.
As an experienced Business Systems Consultant, I also help businesses improve operations, implement automation, streamline processes, introduce new systems, manage projects and build the operational foundations needed for sustainable growth.
I get genuinely invested in the businesses I work with — I care about your success, not just getting the task done.
This works best for founders thinking beyond the initial setup, looking for someone who understands how systems support a growing business and can become a trusted implementation partner over time. I'd be delighted to help.
Please take a look at my PeoplePerHour reviews, portfolio and case studies to see examples of the businesses I've supported and the results we've achieved together.
What the Freelancer needs to start the work
What I need from the Buyer to get started:
Access/login to your chosen CRM (Zoho, HubSpot or GoHighLevel), or confirmation you'd like a new account set up
Your logo and brand colours (or a link to your website/brand guide)
A short outline of your sales process — how leads currently reach you and what happens after
Any existing email templates or messaging you'd like reflected in the automation
Availability for a 30–45 minute discovery call in the first few days