01 Implementation

02 Refresh
Just getting started? The Implementation Package includes the following:
  • Implement new CRM including data migration
  • ​Implement Process Improvement Plan
  • Create Custom Users Guide
  • ​Automated Training Package - pre-recorded videos for new hires
  • 3 hours team employee training
  • 3 hours CRM Sheriff training
  • 1 Year of Service -  6 ad hoc Reports & 3 hours of ad hoc training
  • ​Please contact for quote

03 Additional Services

Looking for something a little different than the options above?

Let's chat. I'm happy to discuss custom solutions for your business. 
Already have a CRM system in place but need an overhaul? The Refresh Package includes the following:
  • Cleanup of existing data
  • Implement Process Improvement Change
  • Create Custom Users Guide
  • Automated Training Package - pre-recorded videos for new hires
  • 3 hours team employee training
  • 3 hours CRM Sheriff training
  • 1 Year of Service -  6 ad hoc Reports & 3 hours of ad hoc training
  • Please contact for quote

Simplified

Results-Driven

Pragmatic
No need to over complicate things. If your CRM program is too complex you will have a tough time with team adoption and usage. We take a simplified to CRM in order to ensure your team hits the ground running. 
Increased win rates. Repeat business. Improved internal processes. 

If I don't help you achieve these goals I haven't done my job.
Forget spending endless hours theorizing about great CRM, let's just roll up our sleeves and get it done. As builders we're in the business of making things happen and it's no different for your CRM system. 
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