CRM Setup and Data Cleanup
Transform messy contact lists into a streamlined customer database. We'll set up your CRM system, import and clean existing data, create custom fields and segments, and establish processes to keep your customer information organized and actionable. Say goodbye to duplicate entries and hello to better customer relationships.
Starting at
Price
$5,000
Other
Service Design
Services
Automated Workflow and AI Integration
Save time and supercharge your workflow with smart automation and AI tools. We'll identify repetitive tasks, set up automated systems, and integrate AI solutions that streamline your operations. From email sequences to document processing, let technology handle the routine while you focus on growth. Basic automations (email follow-ups, lead routing) and no AI tools, simple CRM triggers.
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Software and Subscription Audit
Streamline your tech stack and optimize costs with a comprehensive software and subscription audit. We'll review your current tools, identify redundancies, evaluate usage patterns, and recommend ways to consolidate or upgrade your subscriptions for better efficiency and cost savings.
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Customer Journey Mapping
Map out the moments that matter most to your customers. We analyze customer touch points and create visual maps of their journey—from first contact through ongoing engagement. This helps identify opportunities to improve experiences and build stronger customer relationships.
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