CRM Setup & Onboarding

Stop Losing Leads With Professional CRM System

Payment Options:

• Pay up front: $1,999
• 6 months: $384/mo
• 12 months: $208/mo
• 18 months: $150/mo
• 24 months: $125/mo

Timeline For Completion:

3-4 weeks from kickoff to fully operational CRM system. Week 1: Discovery session understanding your sales process, lead sources, follow-up requirements, and team structure. Week 2: Complete GoHighLevel account setup, pipeline configuration, and template creation. Week 3: Integration with your website forms, calendar system, and other tools. Week 4: Team training (two comprehensive training sessions), testing, and go-live with 30 days of post-launch support for questions and adjustments.

What's Included:

Complete CRM System Setup In GoHighLevel:

• GoHighLevel account setup and configuration optimized for your business model and sales process
• Contact management structure organizing leads, prospects, and customers with custom fields capturing information you need
• Basic pipeline setup with stages matching your sales process from initial contact through closed deal, with automation moving contacts between stages
• Email template library with ten professionally written email templates for common scenarios: initial contact, follow-up sequences, quote delivery, appointment reminders, thank you messages, re-engagement for cold leads, and more
• SMS template library with five text message templates for quick follow-up, appointment reminders, and prospect engagement
• Calendar booking system enabling prospects to book appointments directly with available time slots synced to your calendar, reducing scheduling friction
• Contact form integration connecting your website contact forms directly to CRM so leads flow automatically into your system without manual data entry
• Two comprehensive training sessions (90 minutes each) teaching your team how to use the CRM effectively: managing contacts, moving deals through pipeline, sending emails and texts, booking appointments, and running basic reports
• 30 days of post-launch support via email for questions, troubleshooting, and minor adjustments as your team adapts to new system

Note: CRM subscription ($97-297/month depending on features) paid separately by you directly to GoHighLevel. We set up and train, you own and operate the system.

The Problems You're Facing:

The Visible External Problem:

Leads fall through cracks and follow-up is embarrassingly inconsistent because you're using spreadsheets, scattered notes, email folders, or memory to track prospects. You have no systematic way to ensure every lead gets contacted, followed up consistently, or moved through your sales process. Meanwhile, you're losing 40-60% of potential revenue from leads who contacted you but never heard back consistently or got lost in your chaotic manual tracking system.

How This Makes You Feel (Internal Problem):

Guilty knowing you've lost business from leads who fell through cracks and never received proper follow-up. Embarrassed when prospects mention they never heard back or had to follow up multiple times. Overwhelmed trying to manually track every prospect across spreadsheets or email while running your business. Anxious that you're leaving money on the table daily because your lead management is chaos rather than system.

The Philosophical Problem - Why This Is Wrong:

Prospects who take time to contact you deserve systematic professional follow-up, not chaos where response depends on whether you remembered or got too busy. Quality businesses shouldn't lose revenue due to disorganized lead management when affordable CRM systems exist. Every lead represents someone with a problem you can solve—losing them to poor follow-up wastes their time and your opportunity to serve them while generating revenue.

Your Future After This Service - The Transformation:

Never Lose Another Lead:

Every lead automatically enters your CRM from website forms, advertising, or manual entry. No more scrambling to find contact information in email or notes. Systematic tracking ensures nobody falls through cracks because the system tracks everyone and prompts required follow-up actions.

Systematic Follow-Up:

Pipeline stages with automated reminders ensure every prospect receives consistent follow-up according to your process. Email and SMS templates make follow-up fast—no writing from scratch every time. Calendar integration eliminates scheduling friction. Prospects experience professional systematic communication rather than sporadic contact depending on your availability.

Complete Sales Visibility:

See every prospect in your pipeline, what stage they're in, when they last heard from you, and what action is needed next. No more wondering who you should follow up with or what deals might close soon. Complete visibility into your sales activity and forecasting capability you never had with spreadsheets.

Team Alignment:

If you have team members, everyone sees the same information and knows who's responsible for each lead. No more duplicated effort or prospects contacted by multiple people creating confusion. CRM becomes single source of truth for your sales process ensuring team coordination.

This Service Is Best For:

Businesses currently using spreadsheets, scattered notes, or email folders to track leads and knowing they're losing business through disorganization. Perfect if leads aren't followed up systematically and consistently, if you're losing revenue from prospects falling through cracks, if you need your team aligned on one system, or if you want to stop the guilt of knowing you're not serving prospects professionally due to chaotic tracking. This is Phase 1 and Phase 2 work—building the operational foundation that makes your sales machine actually work by ensuring every lead gets captured, tracked, and followed up systematically rather than lost to chaos and overwhelm that costs you 40-60% of potential revenue.