Fast Start Done For You CRM Onboarding/Implementation

Simple CRM Package

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$1650 inc GST

  • Dedicated Business Mobile

  • Email Broadcast Configuration (for maximum reputation score)

ON your Website

  • Convert Web Forms to CRM Forms (with Automations)

    Contact Us Page

  • Web Chat Setup

  • Calendar Meet Page

  • Calendar/Meet Link in Menu (under contact page)

  • Book a Consult CTA on Homepage (Calendar Meet Page/Type)

IN the CRM

  • Add Team Members

  • Branded Email

    Branded Signature (2 included)
    Branded Newsletter Template (Simple format for best results)

  • Contact List Import

    (Contacts in an excel with individual columns ready to import - first name, last name, email, mobile, contact data)

  • Reviews/Reputation Management Setup

    (Contacts in an excel with individual columns ready to import - first name, last name, email, mobile, contact data)

  • Opportunities/Sales Pipeline

    Set up single sales pipeline, instruct how to reproduce if more required

  • Automations/Workflows

    Contact Us Page
    Social Inbound (FB, Insta, Google, Web Chat)Calendar meet confirmations/cancellations
    Proposal Nurture Template (to use as model, copy not included)
    Templates Galore (left in draft mode ready to activate by client)

  • Determine Calendar Users

    Setup Calendar Users (2 included)

  • Calendar Meeting Types

    2 Meet Types (meet name, duration, frequency, warning notice)

CRM Training Session

Support (not further custom development)

  • Monthly Level

    154 minimum (Plus PAYG minimal as discussed) https://smartercrm.com.au/crm-comparison/

  • Custom CRM Requests

    For any requests 'out of scope', not listed specifically on this page, a time block is required.

Simple Plus CRM Package

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$2750 inc GST

  • Dedicated Business Mobile

  • Email Broadcast Configuration (for maximum reputation score)

ON your Website

  • Convert Web Forms to CRM Forms (with Automations)

    Contact Us Page

  • Web Chat Setup

  • Calendar Meet Page

  • Calendar/Meet Link in Menu (under contact page)

  • Book a Consult CTA on Homepage (Calendar Meet Page/Type)

IN the CRM

  • Add Team Members

  • Branded Email

    Branded Signature (2 included)
    Branded Newsletter Template (Simple format for best results)

  • Contact List Import (Contacts in an excel with individual columns ready to import - first name, last name, email, mobile, contact data)

  • Reviews/Reputation Management Setup

  • Opportunities/Sales Pipeline

    Set up single sales pipeline, instruct how to reproduce if more required

  • Automations/Workflows

    Contact Us Page
    Social Inbound (FB, Insta, Google, Web Chat)
    Calendar meet confirmations/cancellations
    Proposal Nurture Template (to use as model, copy not included)
    Templates Galore (left in draft mode ready to activate by client)Determine Calendar Users
    Setup Calendar Users (2 included)

  • Calendar Meeting Types

    2 Meet Types (meet name, duration, frequency, warning notice)

CRM Training Session

Support (not further custom development)

  • Monthly Level

    154 minimum (Plus PAYG minimal as discussed)

    https://smartercrm.com.au/crm-comparison/

  • Custom CRM Requests

    For any requests 'out of scope', not listed specifically on this page, a time block is required.

Master CRM Package

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$5500 inc GST

  • Dedicated Business Mobile

  • Email Broadcast Configuration (for maximum reputation score)

ON your Website

  • Convert Web Forms to CRM Forms (with Automations)

    Contact Us Page

  • Web Chat Setup

  • Calendar Meet Page

  • Calendar/Meet Link in Menu (under contact page)

  • Book a Consult CTA on Homepage (Calendar Meet Page/Type)

IN the CRM

  • Add Team Members

  • Branded Email

    Branded Signature (2 included)
    Branded Newsletter Template (Simple format for best results)

  • Opportunities/Sales Pipeline

    Set up single sales pipeline, instruct how to reproduce if more required

  • Automations/Workflows

    Contact Us Page
    Social Inbound (FB, Insta, Google, Web Chat)
    Calendar meet confirmations/cancellations
    Proposal Nurture Template (to use as model, copy not included)
    Templates Galore (left in draft mode ready to activate by client)
    Indoctrination Sequence (copy not included)

  • Contact List Import (Contacts in an excel with individual columns ready to import - first name, last name, email, mobile, contact data)

  • Reviews/Reputation Management SetupIndoctrination Sequence (copy not included)

  • Determine Calendar Users

    Setup Calendar Users (2 included)

  • Calendar Meeting Types

    2 Meet Types (meet name, duration, frequency, warning notice)

  • Lead Magnet Setup

    Landing Page Setup (requires copy, images)
    Nurture Sequence (requires copy)

  • Survey Setup

CRM Training Session

Support (not further custom development)

  • Monthly Level

    275 minimum(Plus PAYG minimal as discussed) https://smartercrm.com.au/crm-comparison/

  • Custom CRM Requests

    For any requests 'out of scope', not listed specifically on this page, a time block is required.

Multi Faceted Businesses

Monthly Level

440 Minimum(Plus PAYG minimal as discussed) https://smartercrm.com.au/crm-comparison/

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