CRM Setup

Congratulations! You’ve signed up for an amazing CRM (Client Relationship Management) system/software, everyone’s raving about!

But now… it’s time to set up your system, which isn’t going as smoothly as you’d hoped. So far, you’ve wasted hours attempting to do the setup, creating templates or trying to figure out how to build an automated workflow. Needless to say, your level of frustration is at an all-time high!

Meanwhile, you’re diverting your attention away from your clients and their needs? Great News! I’m here to save the day with my Done-For-You CRM setup service, so you’re able to run your business professionally and efficiently.

If you didn’t already know, a CRM can help you manage your business in one central hub with endless benefits, such as proposals/quotes, contract signatures, invoicing, scheduling and SO much more! 

By investing in this done-for-you setup, you’ll be able to continue doing what you love and rest easy knowing your setup is being handled by an expert!

(one off services available)

Not sure which system is right for you?

Book a systems consult and receive research for up to 5 systems suited or not suited for your business.

Receive the credit of your systems consult toward your Done For You system setup service!

You'll receive:

(deliverables may vary dependant on CRM system)

  • Branding Settings
  • Forms such as Proposal/Quote, Contract, Questionnaires & Lead Capture/Contact From
  • All Template Emails with mapped fields, required for your workflow automation (written for you)
  • Your Package or Service Options added for your clients to easily choose how to work with you.
  • Payment Plans with reminder emails so you never miss out on getting paid!
  • Scheduler setup with reminder emails
  • Workflow automation making your client journey and management a breeze
  • Updates on the progress of your setup
  • “How to” guides/videos 
  • 14 days of support after completion of setup (Mon – Fri)
  • And so much more… including peace of mind having your system setup by a specialist

CRMs at a glance!


Yes, this is ideal as the trial versions would have restrictions.

Yes, indeed!

For new subscriptions:

Claim 20% discount off your first year/month of a new subscription for Dubsado. Code for Dubsado: VCA20 or click HERE

Contact me for other available discounts.

  • Done-for-you setups require a 50% payment to book and the remaining 50% due before project completion.
  • Standalone services require upfront payment in full before work commences.
  • By the hour services require a 30% non-refundable deposit (equivalent to 5hrs) and the remainder billed at the end of service according to hours worked.
If your business management system does not offer this service (most do with a waiting list), this can be done at additonal costs.
I will not sugarcoat this! Initially, for setups, your homework would be to supply me with a TON of information so I can get started and set up for success! Only once I have received all the information, can I officially start. Don’t worry I will be here to guide you.

Based on your requirements I will build forms and design accordingly. You would have one round of revision for updates

Yes! Branding for your business is available and can be arranged at extra costs. 

Yes, at additional costs.

If you don’t see a specific service you need, reach out and let’s discuss your options.

Creating an experience your clients rave about!