CRM Readiness & Training Consultation
Let’s find the right CRM path for your business.
Service Description
This consultation is designed to understand how your business currently manages leads, clients, and follow-ups. We’ll review your workflows, tools, and goals to determine if a CRM is the right solution and, if so, what level of training, setup, or optimization will be most effective. You’ll leave with clear recommendations and a personalized next-step plan. Best for: Businesses new to CRM Teams unsure which CRM to use Companies with low CRM adoption Owners who want clarity before investing Outcome: ✔ Clear CRM recommendations ✔ Training vs. setup guidance ✔ Defined next steps tailored to your business
Cancellation Policy
We require at least 24 hours' notice to cancel or reschedule any appointment, consultation, or training session.