CRM Light Setup Sprint
Foundations for responsible scale
When your business starts growing, client management gets messy fast. This package helps you implement a scalable, no-code CRM setup in Notion or Airtable—complete with automated nudges, intake forms, and basic reporting. We prioritize governance from the start so your team doesn’t just get more organized, they stay that way.
Who's This For?
• Retail owners managing client data across inboxes and DMs
• Therapists, coaches, and consultants ready to streamline onboarding
• Early-stage teams setting up a delivery or support function
• Anyone who wants a CRM that’s right-sized and human-friendly
Includes
->
Intro Call
Complimentary consultation to assess project fit and provide direction.
->
No-code CRM setup (Airtable or Notion)
This line item describes a service for deploying a lightweight CRM system tailored for solo businesses or early teams, part of the CRM enablement package.
->
Intake forms
Custom intake workflows for efficient data collection and management.
->
Follow-up nudges
Automated reminders to enhance client engagement.
Timeline:
1–2 weeks