Description

Most agents have a CRM but it isn’t structured in a way that actually supports their business. This one-time setup builds a clean, usable CRM foundation so new contacts, leads, and clients can be organized properly from day one.

Includes:

• CRM structure setup (fields, tags, pipeline stages)
• Tagging framework for leads, past clients, sphere, vendors
• Pipeline stages defined (buyer, seller, prospect)
• Contact import assistance
• Duplicate check and cleanup
• Basic lead routing structure
• Notes and follow-up framework

Outcome:

Your CRM becomes organized, searchable, and usable instead of a messy contact list.