Services Offered
Project-Based
Ideal for clients looking for a structured approach to specific CRM challenges, this package ensures that your needs are meticulously planned and executed from start to finish.
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Scope and Quote: Define the scope and choose between a flat fee or hourly rate pricing model.
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Regular Updates to stay in the loop on progress and blockers.
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Final Deliverables include
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Project plan reviewed with client prior to build
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Release notes
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Optional demos and training sessions
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Ad-Hoc
Designed for flexibility, this package is perfect for ongoing support, minor enhancements, or troubleshooting. Use consulting hours as needed across a wide range of tasks.
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Flexible Hours: Reserve a block of hours that suits your monthly needs and use them for anything!
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Only Pay for What You Use: A cost-effective, low-commitment option for maintaining your system.
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Monthly Updates summarizing tasks completed and hours used.
How it works
Step by step guide to working with me
01
Consultation
Get in touch to discuss your needs. Whether it's a one-time project or ongoing support, I'll help you determine the right package.
03
Execution & Support
I get to work, ensuring high-quality CRM solutions and support tailored to your business requirements.
02
Engagement
Once you choose a package, I'll set up everything needed to start the work including project scope, timeline, and milestones.
04
Review & Adapt
At project/month end, we review the outcomes and plan the next steps to continuously improve your CRM system.