CRM, GDPR consent or email marketing issues? Q&A phone session

Delivery in
1 day
(1 review)
Response time
within a few hours

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What you get with this Hourlie

1 hour of CRM advice over the phone

I'll answer the things you hear yourself saying, like...

- "I need a CRM database, but where do I start and what is 'the right one' for me?"
- "What are my CRM options, what should I look out for?"
- "How do I get GDPR consent from my contacts"
- "How do I combine all my different data lists into one to migrate into a CRM"
- "How much is this CRM investment likely to cost me", or even
- "Are some CRMs easier to use / better than others?

These are the typical GDPR, Data Protection, CRM and marketing headaches I can answer. But of course, you are free to ask me any question about your CRM project and email software you want.

We'll speak on the phone and I'll give you an hour on the phone based on my experience and hindsight (I've used, managed and implemented CRM and marketing databases for 20 years, while as an 'in-house' CRM database manager' before I went independent.

I can offer a complete 'one-stop-shop' for your CRM project with the additional services also listed

Please note I am UK VAT registered so will need to add 20% to the invoice total

Get more with Hourlie Add-ons

  • I can write a 'about our new CRM project' launch email to your staff so they know about your project

    Additional 1 working day

  • I can do a 'needs analysis and write a 5 page CRM project plan' for your situation (+30 min initial call)

    Additional 4 working days

  • I can write a 'list request' email to your staff to include in new CRM so you know how many lists you have

    Additional 1 working day

  • I can combine up to 10 lists (max total 10,000 contacts) into one 'masterlist' of contacts

    Additional 5 working days

  • I can write a 'Request for proposal' to send to CRM suppliers so you know what they provide (+30 min call)

    Additional 2 working days

  • I can combine duplicate contacts in your main database before importing into your CRM, max 20,000 contacts

    Additional 2 working days

  • I can find 'best 3' CRM suppliers for your needs based on your needs

    Additional 5 working days

  • I can provide a 'Tips' one page guide to using your CRM database more effectively once you have it

    Additional 1 working day

  • I can provide 1hr phone advice on how to use & enhance the data in your new CRM to improve your marketing

    Additional 1 working day

  • I can write a 'CRM launch email to your staff' so they know about it and what to do

    Additional 1 working day


What the Seller needs to start the work

All I need from you for the initial phone call is your phone number and some times that are good for you to speak for an hour about your CRM headaches. We can organise this time by phone or email. If you are wanting any of the other services, e.g. 'Help migrate data into new system', 'Write a request for proposal', or 'needs analysis and project plan' we'll need to speak (30 mins included in those options). If you want me to combine all your data too, we'll need to sign a NDA, agree how you want your data back and in what format, and you'll need to send me your data lists.