You will get a fully set up and functional Dubsado CRM
Project details
You will get a fully functional Dubsado CRM, ready and waiting to start managing and nurturing your leads. I will automate as much as possible within your CRM so that you can rest easy knowing that your CRM is working for you behind the scenes, while you focus on other important things.
In the process of working together, you will end up with a very defined Client Journey, which will cover what happens with your leads from cradle to grave. I will ensure that we are aware of what that lead is sent at every step and will make sure that each piece is branded, consistent and timely. This information is valuable for you and your business in other aspects as well, like marketing, client care, client retention, etc.
I have many happy CRM clients, including over 10 Dubsado set ups.
In the process of working together, you will end up with a very defined Client Journey, which will cover what happens with your leads from cradle to grave. I will ensure that we are aware of what that lead is sent at every step and will make sure that each piece is branded, consistent and timely. This information is valuable for you and your business in other aspects as well, like marketing, client care, client retention, etc.
I have many happy CRM clients, including over 10 Dubsado set ups.
Project Type
Project Management, OtherWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$1,400
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 45 days | 30 days | 3 days |
Number of Revisions | 2 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Extra Workflow
(+ 2 Days)
+$200
Zapier Connection
(+ 2 Days)
+$300About Maryanne
CRM Consultant
Maple Ridge, Canada - 10:12 pm local time
Every business has unique needs and goals for their CRM.
Custom CRM Set Up & Configuration includes:
Strategy session to determine business needs
Implementation of CRM
Customization of CRM (custom fields, automations, workflows, etc)
CRM Support
Use a retainer option to work with me to increase your CRM's productivity and ROI.
We will look in depth at automations, workflows, and customization. We will tackle any issues that arise and I will provide you with documentation and training for you and your employees so you can make sure to get the most out of your CRM.
CRM Strategy Session
In a custom Strategy Session, we'll go over your business needs and how you can utilize your existing systems or implement new ones.
We'll explore topics including:
CRM options
Automation
Workflows
Productivity pain points and solutions
CRM Specializations:
CRMs are not a one-size-fits-all solution! Depending on your business goals and needs, certain CRMs may be a better fit than others. To ensure my clients receive the best solutions to run as efficiently as possible, I offer services for several popular platforms, including:
Salesforce
Honeybook
Dubsado
17hats
SproutStudio
Hubspot
“I had tried setting up my own CRM before working with Maryanne, and it was a nightmare! I couldn’t visualize how all the parts worked together and was frustrated with the learning curve. Now that Maryanne has helped me set up my Honebook CRM, it is speeding up my communication which is huge, as well as organizing my clients and improving my customer service. Maryanne’s ability to keep me motivated and on track is so great and she isn’t afraid to follow up. She listened to my problems and found solutions to make my life better. I would happily suggest her services to anyone–she has a huge skill that can really help people be professional and efficient!!” – Jenn Pryor, Family Archive Photography
“Before working with Maryanne, I had so many Google folders and memo notes on my computer, everything was in different places and I had one program for signing contracts, one for sending invoices & half the time I was forgetting passwords to everything and everything was EVERYWHERE. It is SO nice to have it all in one CRM, like Honeybook. I’m sooo excited to save time with this! She was lovely on the phone call and I declined another person and went with her. I liked that she had a lot of experience with CRM systems. I would absolutely recommend Maryanne to all my friends!” – Hattie Dunstan, Funstans Marketing
Steps for completing your project
After purchasing the project, send requirements so Maryanne can start the project.
Delivery time starts when Maryanne receives requirements from you.
Maryanne works on your project following the steps below.
Revisions may occur after the delivery date.
Strategy Session with the client
This is where we will discuss your CRM and your unique business needs to make sure we are on the same page regarding your project.
The client is sent Questionnaire #1
This is a questionnaire that I use to collect answers and content that I will need in order to set up your CRM.