2 week Service
We map out your CRM setup strategy and create your action plan. You get access to my training resource vault to get you up to speed on your CRM tool. Then you have 2 full weeks of Slack access to me while you do your own buildout.
Strategy & WF Mapping Session + Detailed action plan. Just need a helping had to plan out the best way to setup up your CRM to fit the way YOU work your clients. This 2-hour session is perfect to kickstart your DIY setup. You get a high-level step by step plan for your setup so you can get right to it and have it up and working in no time at all.
You + Me on zoom geting shiz done! We can work in your tools, jam through some tasks in your project, connect up some tech pieces, train you up on some features, process map a new offering. As long as it’s in my wheelhouse we can do it. Requires a consult call prior to discuss what you want to get done and we can outline a loose action plan for the session.
Session is recorded for your reference. We get done what we get done, there are no deliveribles from this session outside of what we create during this working session (so if I’m designing in canva …it’s in your account).
“I knew I wanted to use Dubsado for my business, but also knew that getting it up and running would be hard for me. Hiring Meg was one of the best decisions I have ever made for myself and my business. She is a pleasure to work with! She spent time setting up this program for me, but more importantly she clearly walked me through each and every detail of the process. She sent videos and instructions along the way, detailing everything she was doing. She consulted with me about the options I wanted to use. She even helped me connect Dubsado to my website. I knew from my first video conference with Meg that working together was going to be a pleasure, and it was! I highly recommend her services!”
Johanna S. - Sleep Soundly Consulting
