CRM Right-fit Assessment

CRM Right-fit Assessment

$650.00

Are you considering a new CRM? Or you have one but you know you’re not using it enough? We’ll look at your goals for your business and identify places to improve how you benefit from this important tool.

Let's Do This

The Process: How will we get real work done?

Step 1: We Customize It

We review your docs and tailor the session to your needs based on where you’re at right now. No need to clean up beforehand!

Step 2: We Work Together

We will spend dedicated time working together on your chosen topic. We’ll get real work done together that you can implement right away.

Step 3: You Get a Plan

Once the session is done, you’ll receive a next steps plan as well as a free Q&A Zoom Session for coaching and support.

Best of all, you’ll walk away with actual work done and real solutions ready to be implemented.

CRM Right-fit Assessment

CRM Right-fit Assessment

The Process: How will we get real work done?

Step 1: We Customize It

Step 2: We Work Together

Step 3: You Get a Plan

Ready? Let’s talk.

Let’s talk about how I can help. The first step is a conversation to learn more about your needs. I’ll offer insights and advice whether we work together or not.