You will get Zoho CRM Setup, Workflow Build & Automation — Done Right the First Time
Project details
Most small businesses have a Zoho account they are either barely using or struggling to make sense of. The problem is rarely the
software — it is that no one ever built it intentionally for how that specific business operates.
I have spent nearly 30 years building and optimizing operational systems for businesses across multiple industries. My most notable CRM project — a fully integrated automated certification and training delivery system — was built from scratch and has
been running without interruption since October 2020, having processed over 1,500 contractor certifications across North America.
This is not a generic setup. I configure your Zoho CRM around
your actual workflow — your modules, your lead and contact
management process, your automations — so the system works the
way your business works.
Starter tier if you need an honest assessment and a clear plan.
Standard tier if you are ready to build.
Advanced tier if you want the full system running end to end.
No guesswork. No hand-holding required after handoff. Just a
CRM that finally works for you.
software — it is that no one ever built it intentionally for how that specific business operates.
I have spent nearly 30 years building and optimizing operational systems for businesses across multiple industries. My most notable CRM project — a fully integrated automated certification and training delivery system — was built from scratch and has
been running without interruption since October 2020, having processed over 1,500 contractor certifications across North America.
This is not a generic setup. I configure your Zoho CRM around
your actual workflow — your modules, your lead and contact
management process, your automations — so the system works the
way your business works.
Starter tier if you need an honest assessment and a clear plan.
Standard tier if you are ready to build.
Advanced tier if you want the full system running end to end.
No guesswork. No hand-holding required after handoff. Just a
CRM that finally works for you.
Purpose
BusinessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$250
|
Standard
$500
|
Advanced
$850
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 10 days |
Number of Outbound Calls | 1 | 1 | 2 |
Number of Email Sends | 1 | 2 | 3 |
Scriptwriting | - | - | - |
Summary Report | |||
Lead List | - | - | - |
Optional add-ons
You can add these on the next page.
Team training/walk through session
+$75
Additional automation workflow
(+ 2 Days)
+$100Frequently asked questions
About Carissa
Small Business Operations Consultant | Executive Admin | Zoho CRM Spec
Omaha, United States - 12:44 am local time
I founded Sam Consulting Co. with one clear purpose: to give small and micro-sized businesses access to the kind of senior administrative and strategic expertise that is usually reserved for large corporations. The entrepreneurs and solo operators I work with are passionate and capable — but many are unknowingly exposed. No documented procedures. No compliant filing systems. No marketing infrastructure. I have seen what happens when that catches up with a business, and I am here to prevent it.
Whether you need operations tightened, your Zoho CRM finally working for you, a brand refresh executed, or just someone reliable to support the day-to-day — I bring 29 years of cross-sector experience, a high internal drive, and a genuine investment in your success.
Honor, integrity, and excellence are not just words. They are how I work.
WHAT I OFFER — TWO STRENGTHS, ONE CONSULTANT
ADMINISTRATIVE & OPERATIONS
→ Executive & virtual admin support — C-suite-level assistance tailored to small business needs
→ Policies & procedure writing — clear, practical documentation that protects your business
→ Electronic filing system setup — organized, accessible, and built to last
→ Business operations & process review — identifying inefficiencies and building better workflows
→ SWOT analysis & business overview — a high-level diagnostic of where your gaps are
→ High-level accounting overview — helping owners understand what they're looking at and when to call a professional
MARKETING & AUTOMATION
→ Zoho CRM & marketing automation — workflow builds, pipeline setup, and integrations that run without hand-holding
→ Marketing strategy & campaigns — plan development, digital campaigns, and materials tailored to small businesses
→ Brand strategy & rebranding — from positioning through execution across product lines
→ eNewsletter design & execution — consistent, on-brand communication to your audience
→ Project management — coordinating developers, vendors, and stakeholders to deliver on time
→ Digital delivery & certification workflows — automated systems built to scale
NOTABLE ACCOMPLISHMENTS
$1M in tax credit recapture prevented — identified and corrected years of NIFA non-compliance issues for a real estate investor, resolving problems that predated my employment.
$60,000+/yr in labor cost savings — detected administrative inefficiencies at a small family-owned business, then proposed and executed solutions that delivered immediate, measurable results.
1,500+ contractors trained across North America — co-led the build and launch of an integrated online learning platform, including CRM integration, automated certification delivery, and physical card fulfillment — still running today since October 2020.
Culture transformation — repeatedly turned process-heavy, low-morale office environments into high-performing, engaged teams — because efficiency and joy are not mutually exclusive.
Certified Living As A Leader Facilitator®
INDUSTRIES & SECTORS SERVED
Non-profit · Real estate & property management · Higher Education · Retail · Manufacturing · Financial services · Micro & Small Business
CORE SKILLS
Zoho CRM · Zoho Marketing Automation · Workflow & automation · Executive Assistance · Project Management · Policies & Procedures · Business operations · Process improvement · Brand Strategy · Rebranding · Marketing Strategy · eNewsletter Design · CRM integration · Compliance Documentation · Filing System Setup · Digital Campaign Management · Leadership Development Workshop Facilitation and Coaching · Fractional COO / Business Strategy · SOP Development · Small Business Consulting
Steps for completing your project
After purchasing the project, send requirements so Carissa can start the project.
Delivery time starts when Carissa receives requirements from you.
Carissa works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Assessment
I review your intake responses and assess your current Zoho setup or document your needs for a fresh build — establishing a clear plan before any configuration begins.
CRM Build & Configuration
I configure your modules, set up your lead and contact management structure, and customize the interface to reflect how your business actually works.