Build your complete CRM and sales follow-up system

Leads are easy to lose when customer information is scattered across emails, spreadsheets, messages and notebooks.

I will design and set up a straightforward CRM and sales follow-up system around the way your business actually works. You will be able to see every opportunity, know what needs to happen next and follow up consistently without relying on memory.

You will receive:

• A 45-minute CRM and sales process discovery session
• Advice on the most suitable CRM for your needs and budget
• Setup and configuration of one CRM platform
• One custom sales pipeline with up to eight stages
• Up to 10 custom contact or deal fields
• Contact tags and simple customer segmentation
• Import of up to 250 existing contacts
• Setup of one lead capture form
• Tasks, reminders and follow-up activities
• Five professionally written sales email templates
• One basic automated follow-up sequence, where supported
• A simple sales reporting dashboard
• Testing of the complete lead journey
• A 60-minute live training and handover session
• A recorded walkthrough of the finished system
• One round of reasonable revisions
• 14 days of post-delivery support

I have designed CRM pipelines, lead segmentation, email journeys and sales processes for small businesses and international organisations. My focus is not simply configuring software. It is building a practical system that helps you respond faster, stay organised and convert more leads.

The package covers one business, one CRM platform, one sales pipeline and one straightforward automation. It can be completed using HubSpot, Zoho, Pipedrive or another suitable small business CRM, subject to the features available in your chosen plan.