What is a CRM?

Quick definition
A CRM (Customer Relationship Management) is a system that keeps all your leads, clients, and conversations organized in one place, so you always know who to follow up with and what’s next.

Why it matters

  • Stop losing track of leads.

  • Automate follow-ups and reminders.

  • See your sales pipeline at a glance.

Is it for you?

  • You track sales in spreadsheets or emails.

  • You forget to follow up.

  • Your team works from scattered notes.

What it does
Example workflows:

  • New lead fills your form → auto-welcome email → task for you to call.

  • Missed call → CRM logs it and sets a reminder.

  • Deal closes → project handoff triggered automatically.

How we help
Coaching (Done-With-You)

  • Help you pick the right CRM.

  • Set up contact fields, pipelines, and basic automations together.

  • Train you or your team to use it daily.

Consulting (Done-For-You)

  • Full CRM implementation and customization.

  • Build automations, templates, and reports.

  • Provide onboarding documentation and support.

Cost

  • Coaching from $975/mo.

  • Full implementation from $2,500.

Quick start
Book a free 30-minute strategy session → we’ll map your first CRM pipeline.