SERVICES
Explore our CRM Implementation Services to discover how our comprehensive CRM software solutions can revolutionize your business
Our expert team offers comprehensive CRM Implementation Services, meticulously guiding you through the process from initial setup to seamless integration and beyond. Additionally, with our FlexCRM packages we can provide thorough training to empower your team with the knowledge and skills needed to maximize the benefits of your CRM system.
FlexCRM
1 HOUR: $149 | 2 HOURS: $250 | 5 HOURS: $580 | 10 HOURS: $995
Implementation Services
Contact Form Conversion
$415
- Convert standard website contact form to your CRM contact form (so contacts are automatically added to your CRM)
- Create success page & success email (better user experience)
- Create Customer Experience Workflow (includes verified SMS Email Delivery Check)
- Notification setup of form submission
Branded Email Templates
$415
- Setup Branded System Email Template
- Create Branded Email Broadcast Newsletter Style Email Template
- Create Branded Email Broadcast Single Action Email Template
- Create Branded SMS Template (Includes standard unsubscribe setup, unsubscribe notification)
Contact Management Import & Setup
$210
* +LIST CLEANER FEE
- Review Contact List
- Run through list cleaner (validate emails)
- Check and review tag protocol
- Import contact list/s
- Setup smart lists
- Contact Management – pre-organize contacts before import, review tagging, status of contacts in current CRM, setup tagging protocols, import contacts. Creation of ‘Smart Lists’ as required.
- * Lists available in .csv dependent, exportable.
- * List cleaner fees apply per 1,000 contacts.
Web Chat Customization/ Integration
$210
- Web Chat customization to suit the business
- Custom Branding
- Set intro message
- Avatar Image
- Return visitor message
- Website Integration
- Response acknowledgement settings
Reputation Management Portal
$210
- Customize Review Widget
- Customize Review Request Schedule
- Review Requests Email Template Setup
- Review Requests SMS Template Setup
- Link Google My Business
- Website Reviews Page – Integrate Reviews (auto-posts reviews to web page)
Inbound Nurture Workflows Setup
$415
* SIMPLE LEVEL
- Inbound Chat Widget Nurture
- Facebook Messenger Nurture
- Instagram DM Nurture
- Google My Business Nurture
- * Does not include advanced features such as web forms setup, meet schedule page setup, etc. BUT is fully functioning social media responses
Lead Generation Package #1
$1660
* $830 x 2 PAYMENTS
- Creation of Lead Magnet Concept (knowledge value add content by owner):
- * Includes Copywriting
- * Engaging, Personable, Best Practice CTA
- Integration on Website
- Lead Magnet Graphics
- Lead Magnet Delivery System
- Opportunity Added
- Lead Nurture Sequence Workflow
- * Includes Copywriting
- Setup of follow up Workflow including email and SMS
Lead Generation Package #2
$830
* FOR PRE-EXISTING MAGNET
- Consultation of Lead Magnet Concept (Pre-Existing Magnet, Consultation, Will Review)
- * Does NOT include Copywriting
- * Review – Engaging, Personable, Best Practice CTA
- Integration on Website
- Lead Magnet Graphics
- Lead Magnet Delivery System
- Opportunity Added
- Lead Nurture Sequence Workflow
- Setup of follow up Workflow including email and SMS
Schedule/ Booking Automation
$830
* SUBSEQUENT USER $415 EACH
- Calendar Integration with Google or Outlook
- – Meeting Types (or length – up to 3)
- Schedule/Bookings Page Setup on Website
- Confirmation Booking Email/SMS
- Booking Workflow Setup
- Reminder Sequence (Options)
- – Email/SMS Reminder 5 minutes before
- – Email/SMS Reminder 1 hour before
- – Email/SMS Reminder Day Of
- – Email/SMS Reminder 24 hours before
- – Email/SMS Reminder 48 hours before
- Rebooking Capability Setup
- Cancellation Rebooking Workflow
- No-Show Rebooking Workflow
Automated Workflow Options
$1250
* NO COPYWRITING
- Get To Know You (Soft Positioning Workflow)
- Proposal Nurture Workflow
- Qualifying Pre-Consultation Workflow
- Strategic Partnership Nurture Workflow
- Customer Onboarding Workflow
- Project Completion/Offboarding Workflow
- New Membership Site Member Workflow
- Webinar Workflow
- Consulting Workflow
- Membership Website Development
- Inbound marketing automation responses (Facebook, Insta, Google, Web Chat, Contact Forms)
- * Does not include Copywriting
Custom Unsubscribe Page/ Workflow
$415
* FOR MULTIPLE CHANNEL BUSINESSES
- Set DND (do not disturb) for custom service/products lists
- Set web page so users can choose subscription options
Opportunities and Pipelines
from $210
* $210 TO $1660/ PIPELINE
- Starter: $210 (manual pipeline, training provided, no automation)
- Enhanced: $415 (up to 3 pipelines)
- Elite: $1660
- Create a unique pipeline for each type of service you provide.
- Uses a simple “Kanban” visual of each “Opportunity” so you will never miss a follow up again.
- You can also setup automation behind each opportunity so when it is moved along a “stage” it then triggers a “workflow”.
Inbound Nurture Workflows Setup
from $415
* $415 TO $1660 (COMPLEX LEVEL)
- Inbound marketing automation responses (Facebook, Insta, Google, Web Chat, Contact Forms)
Landing Page Marketing
$1660
- Initial Consultation
- Funnel Concept Review
- Page Design
- Opt-in Funnel
- Workflow Implementation
Facebook Ad Marketing
$1660
- $830 Monthly Management (minimum 3 months)
- Create a Facebook audience
- Re-target with different posts that build trust and include soft sell offers
- Full Facebook Optimization Package
- Like campaign to build social proof
- One ad to build awareness of the business (this builds a warm audience)
- One re-targeting ad to an offer (re-target the warm audience)
- Facebook advertising compliance – including pixel installation and cookie consent notice
- Audience Research to target the right people
Monthly Advancement Program
Join our Monthly Advancement Program and experience exclusive CRM implementation services designed to propel your business forward. Each month, our expert team will guide you through personalized strategies, proactive support, and continuous optimization, ensuring your CRM system evolves alongside your business goals. Elevate your operations, enhance customer relationships, and stay ahead of the competition with our comprehensive and tailored approach to CRM advancement.
Program 1
$830/month
- 1 Grow Feature Implementation monthly
- 1 Automated Workflow Implementation monthly
- 1 Nurture Sequence Refinement monthly
- 1 Support Call monthly
Program 2
$1660/month
- 2 Grow Feature Implementation monthly
- 2 Automated Workflow Implementation monthly
- 2 Nurture Sequence Refinement monthly
- 2 Support Call monthly
Program 3
$2490/month
- 4 Grow Feature Implementation monthly
- 4 Automated Workflow Implementation monthly
- 4 Nurture Sequence Refinement monthly
- 4 Support Call monthly