Best for:

• Service businesses setting up a CRM for the first time or restarting the right way

• Teams realizing Excel isn’t scaling

• Founders who are unsure what to buy and when

• Companies afraid of choosing the wrong CRM

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What it solves:

You know you need a CRM, but you don’t want to choose the wrong tool or build something you’ll have to undo later.

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What’s included:

• CRM selection guidance (vendor-agnostic)

• CRM setup and configuration

• Core data model (contacts, companies, deals, lifecycle stages)

• Basic automations to reduce manual work

• Clean, scalable structure designed for future growth

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Outcome:

A CRM that’s simple, intuitive, and built correctly from day one so your team actually uses it.

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This package might not be a fit if:

• You already have a heavily customized CRM with multiple integrations

• You’re looking for advanced automations or complex reporting out of the gate​​

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