Build · from $1,997
Build a CRM Your Team Will Actually Use.
One CRM, one pipeline, one business unit — fully configured and documented so leads do not fall through and follow-up runs on its own.
This is done-with-you CRM implementation. Not a tutorial. Not a checklist. You leave with a configured, working system and documentation so the team can maintain it independently.
Everything to get your CRM configured and running.
Scope covers one CRM platform, one sales or operations pipeline, and one business unit. Multi-pipeline or multi-location builds are scoped separately.
Strategy session
45-minute deep dive. Audit of current CRM state, pipeline gaps, and lead management issues.
CRM configuration
Pipeline stages, custom fields, contact records, automations, and integrations built to your workflow — not a template.
Walkthrough session
90-minute working session to review the build, test the pipeline end-to-end, and refine before launch.
Training call
60-minute team training with recorded walkthrough and written documentation for independent use.
CRM guide
Written how-to documentation for routine maintenance — add contacts, update stages, run pipeline reports.
30-day post-launch
Email support for 30 days after handoff for questions and minor configuration adjustments.
2 hours and 45 minutes of live implementation time.
All sessions are conducted over Zoom. Between the kickoff and walkthrough, Erica builds the CRM configuration independently.
The build itself happens between your sessions. The live time is for strategy, review, refinement, and training — not explaining what a CRM is.
Kickoff / audit
CRM state, pipeline gaps, business unit scope, automation priorities.
Build phase (async)
Erica configures the CRM, pipeline, automations, and integrations independently.
Walkthrough and refinement
Review the full build end-to-end. Adjustments made live before final handoff.
Team training and handoff
Live walkthrough for your team with recorded session and written documentation.
Session lengths in minutes. Total: 2h 45m live.
One CRM. One pipeline. One business unit.
This engagement is scoped for a single CRM platform with one primary sales or operations pipeline and one business unit. This covers most founder-led businesses.
What the base scope includes:
- CRM platform configuration (HubSpot, GoHighLevel, or similar)
- One primary pipeline — up to 8 stages
- Custom contact and deal fields
- Automated follow-up sequences
- Calendar and form integration
- Lead routing and assignment rules
- Team permission structure
- Reporting and pipeline visibility
- Written CRM guide and recorded walkthrough
- 30-day post-launch email support
Additional pipelines, multiple business units, or multi-location builds are scoped at an additional rate. Confirmed in writing before any work begins.
Before you book
Which CRM platforms do you work in?
Erica works primarily in HubSpot, GoHighLevel, and Zoho. Additional platforms may be accommodated depending on complexity — confirm at discovery.
Do I need to have a CRM account already?
No. If you are starting from scratch, platform selection is part of the kickoff session. If you already have an existing CRM, the build adapts to your current setup and cleans up what is there.
What if my business has more than one pipeline?
The base engagement covers one pipeline. Additional pipelines are scoped separately and priced accordingly. Scope is confirmed in writing before work begins.
What does 30-day post-launch support cover?
Email support for questions and minor configuration adjustments only. It does not cover additional pipeline builds, new team training, or integrations outside the original scope.
What is the typical timeline from kickoff to handoff?
Most builds complete within two to three weeks depending on client responsiveness and the complexity of the automation requirements.
Your next step
Leads should not fall through because of a broken CRM.
From $1,997. Done-with-you. Documented.
Secure checkout · From $1,997 · Scope confirmed before work begins