Frequently Asked Questions


How much? Why now? Does this take a lot of time?

What is a workflow?

Think of your relationship with each of your clients. From their first point of contact to final goodbye, this process can be optimized and automated via a CRM platform. Your workflow is writing your process out, and designing a way to automate as much of it as possible.

Does this take a lot of time? I am so busy!

I make it as easy as possible for you! Simple questionnaires are sent to allow me to get your business foundation questions answered, and I will use best-practices to build your workflow with minimal work on your part.

Can I just do some setup now, and save some for later?

Of course! You can start small (custom email templates & one short Lead workflow), then come back when you want to tackle the rest of your process.

How much will this cost?

This fully depends on how much you already have setup, and what you want to have completed by the end of our work together. Typical setups start at $350, which include full workflow design, custom template creation and CRM installation.

Why do I need custom templates?

Certain businesses need certain touch-points throughout the process. You will want to be sure your email templates speak to your customers in your brand’s voice.

What is a CRM?

A CRM stands for a Customer Relationship Management tool. Think of it as a platform designed to keep all of your leads, cold prospects, current and previous clients organized under one system. Most CRMs have workflow management tools to help automate your process.

How many clients have you helped?

I have helped optimize workflows and processes for 25+ clients since 2017.