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CRM Setup & Automation


Available Online

Visual of integrated contact form linked to a CRM system

1 hOnline Meetup

Service Description

What’s Included: 1. CRM Tool Setup (HubSpot, Zoho, or preferred system) 2. Contact Segmentation by Leads, Clients, etc. 3. Workflow Automation (Follow-ups, Welcome Emails) 4. Website Form Integration 5. Dashboard & Analytics Setup 6. 1-on-1 Client Training Session 7. SOP (Standard Operating Procedure) Document


Cancellation Policy

Terms & Conditions - Session must be scheduled within 7 days of booking. - No-show appointments are non-refundable. - You may reschedule once with a 24-hour notice. - Follow-up summary delivered within 48 hours. - Recording available upon request. - By booking, you agree to these terms and our service policy.


Contact Details

2025996066

hghazala@asu.edu


Glob

Be a partner +1 (202) 599 6066

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