You will get Customer Success Setup: CRM, Onboarding & Retention Emails
Project details
Project Overview:
Struggling to retain new customers or streamline your onboarding flow?
I’ll help you build a complete customer success foundation—from welcome emails to CRM workflows—so your clients stick around, stay engaged, and keep coming back.
Whether you're a startup, SaaS, or service-based business, I’ll design systems that increase retention, improve support, and reduce churn.
What’s Included (Pick What You Need):
✅ Onboarding Email Templates + Automation
✅ HubSpot or ClickUp CRM Setup / Cleanup
✅ Customer Journey Mapping
✅ Retention Email Campaigns (Win-Backs, Upsells)
✅ Help Center Articles or Live Chat Scripts
✅ Inbox/Support Ticket QA or Admin Workflows
✅ Customer Health Score System + Reporting Templates
Struggling to retain new customers or streamline your onboarding flow?
I’ll help you build a complete customer success foundation—from welcome emails to CRM workflows—so your clients stick around, stay engaged, and keep coming back.
Whether you're a startup, SaaS, or service-based business, I’ll design systems that increase retention, improve support, and reduce churn.
What’s Included (Pick What You Need):
✅ Onboarding Email Templates + Automation
✅ HubSpot or ClickUp CRM Setup / Cleanup
✅ Customer Journey Mapping
✅ Retention Email Campaigns (Win-Backs, Upsells)
✅ Help Center Articles or Live Chat Scripts
✅ Inbox/Support Ticket QA or Admin Workflows
✅ Customer Health Score System + Reporting Templates
Project Type
Ecommerce Management, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | Unlimited | Unlimited | Unlimited |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$25 - $50Frequently asked questions
About Dreanna
ERP/CRM Software | Driven, NetSuite Administration, Oracle NetSuite
Austin, United States - 5:36 am local time
Hi, I’m Dreanna! I’m a U.S.-based Virtual Assistant and Customer Success professional with over 3 years of experience supporting clients at companies like Oracle and Access2Care. I specialize in helping busy entrepreneurs and teams deliver exceptional service, stay organized, and keep their customers happy.
Whether you need help with:
Managing email and calendars
Responding to customer inquiries (Zendesk, Intercom, CRM tools)
Creating SOPs or onboarding documents
Handling data entry, reports, or CRM cleanup
Providing white-glove support to your clients
…I’ve got you covered.
I’m professional, reliable, and always focused on delivering a polished experience. Let’s work together and take some things off your plate!
✨ Let’s chat—I’m ready to help you win.
Steps for completing your project
After purchasing the project, send requirements so Dreanna can start the project.
Delivery time starts when Dreanna receives requirements from you.
Dreanna works on your project following the steps below.
Revisions may occur after the delivery date.
Discuss requirements
We will need to discuss requirements and I will deliver an actionable timeline