CRM Implementation experts
Our vision is to help you create a business that runs without.
The first step to achieve this is through the implementation of a CRM, and luckily this is what we are experts in.
Trust the Process can help create you a turnkey solution for Active Campaign to set you up for success and take the first steps to truly systemise your business.
This includes;
Creation of a new account
Mapping your customer journey, to identify pipeline stages, tasks, roles, and automations
Implement pipeline stages, tasks, and automations
Import data
Lead and sales optimisation
Integrate with your website and 3rd part platforms
Establish email direct marketing campaigns and automation
Ongoing coaching
Provide a monthly subscription to support in the ongoing management, optimisation, and campaigns
Setting you up for success to create a business that runs without you!
We generally work with businesses that are getting started with small to medium-sized teams and new to CRM's and Email marketing automation, however can support larger teams looking to streamline their approach.
Contact us and we would be more than happy to help
The first step to achieve this is through the implementation of a CRM, and luckily this is what we are experts in.
Trust the Process can help create you a turnkey solution for Active Campaign to set you up for success and take the first steps to truly systemise your business.
This includes;
Creation of a new account
Mapping your customer journey, to identify pipeline stages, tasks, roles, and automations
Implement pipeline stages, tasks, and automations
Import data
Lead and sales optimisation
Integrate with your website and 3rd part platforms
Establish email direct marketing campaigns and automation
Ongoing coaching
Provide a monthly subscription to support in the ongoing management, optimisation, and campaigns
Setting you up for success to create a business that runs without you!
We generally work with businesses that are getting started with small to medium-sized teams and new to CRM's and Email marketing automation, however can support larger teams looking to streamline their approach.
Contact us and we would be more than happy to help
