Behind the Screen

Taking time to setup your “behind the screen” processes and systems for marketing can be the bane of your existence! We get it. You want to be out in the world serving the people that need you! This is exactly why we offer services to setup and maintain a CRM (we use our fave, AllProWebTools), get your lists of contacts organized and setup a plan for customer appreciation.

  • Deployment and full set up of new AllProWebTools account
  • Set up of email integration
  • Creation of custom tags and fields specific to your business
  • Importing of current database (client must provide CSV file)
  • 1 hour of online training via Zoom to learn the in’s and out’s of your new CRM

Ready to dust off those stacks of business cards and put them to use? Click here to get in contact with us for a complimentary Game Plan Analysis.

Investment - $125

 

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