Systems Setup
CRM & marketing systems setup your team will actually use
Your contacts live in spreadsheets, inboxes, and someone's phone, so follow-ups slip. The Systems Setup picks the right platform, moves everything into it with nothing lost, and trains your team to use it.
- What it is
What is the Systems Setup?
The Systems Setup is a done-for-you setup of the one system your business runs its contacts, follow-up, and marketing on. It includes a clear recommendation for the right platform for your size and budget, a full move of your existing data with no duplicates, team training, and 30 days of post-launch support.
- How it works
How does the Systems Setup
work?
01
We pick the platform, and tell you why
You do not get a list of options to research. You get one recommendation, the reason for it, and what it will cost you per month. If a cheaper tool does the job, we say so.
02
We move your data, clean
Contacts, history, notes, and deals come over from wherever they live now. Duplicates get merged. Dead records get flagged. Nothing gets lost, and nothing shows up twice.
03
We build the follow-up
When someone reaches out, the system knows who owns the next step and reminds them. When a deal goes quiet, it says so. Your team stops relying on memory.
04
We train your team and stay for 30 days
A working session with the people who will use it every day, in plain English. Then, 30 days of support while they get used to it, so the questions that come up in week two get answered instead of turning into workarounds.
What's Included
What is included in the Systems Setup?
A written platform recommendation with the reasoning and the monthly cost. A full move of your contacts and history, with duplicates merged. Follow-up built so every inquiry has an owner and a next step. Team training in plain English. 30 days of support after launch. A system your team can run without us.
- Who it is for
Who is the Systems Setup for?
Founders whose contacts live in spreadsheets, inboxes, and someone's phone. Founders paying for two tools that do not talk to each other. Anyone whose team misses follow-ups because there is no single place to look.
It is also the right package if you already picked a platform and it never got set up properly.
We can fix what is there instead of starting over.
- Straight answers
Questions founders ask about the systems setup
Which platform will you recommend?
It depends on your size, your team, and what you sell, so we recommend it after we better understand your processes and needs.
What if my data is a mess?
Its ok! You are not alone with this. Most founders come to us with duplicates, missing fields, and years-old records. Cleaning it is part of the job, and we show you what we changed.
Will my team actually use it?
That is the point of the training and the 30 days. Most systems fail because nobody was there when the first real question came up. We are there.
Can you connect it to my website?
Yes. If you have the Brand & Website Build, the two are wired together so inquiries land in the system automatically. If you have another site, we can connect it or tell you what is needed.
Ready to get everything in
one place?
Book a call. Tell us where your contacts live today and what keeps slipping through. We will tell you whether the Systems Setup fits and which platform we would start with.