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Fiverr Pro
English
$
USD
I will analyse your customer service process and help you improve it
Social Media Marketer and Manager
I help small and medium-sized businesses improve customer journeys, operational workflows and internal processes to create smoother operations. I have experience managing multiple teams and handling c...
About this Gig
I will review and improve your CRM and customer management processes
Is your business struggling with inconsistent customer follow-ups, poor CRM organisation, communication gaps, or inefficient processes?
I will analyse your current CRM procedures and identify practical improvements that can help you:
- Improve customer management and communication
- Reduce missed follow-ups and process gaps
- Improve team efficiency and workflow
- Create more scalable systems as your business grows
- Identify areas where automation and better processes can save time
With my background in the financial sector and extensive customer service experience, I focus on practical, business-focused solutions rather than generic advice.
What's included:
- A consultation call to discuss your current challenges and review of your existing CRM
- A written report outlining key issues and recommended improvements
- A recording of the consultation meeting for future reference
- Actionable recommendations you can begin implementing immediately
This service is ideal for small businesses, startups, and growing companies that want to improve CRM procedures.
Language:
English
Timezone:
24/7
FAQ
Will the meetings be recorded?
Yes, if you would like we can record the meetings
What happens if i need to rearrange a meeting?
As long as you provide prior notice meetings can be rearranged free of charge. I will require 2 hours notice prior to a cancellation. If you do not turn up for the meeting without informing me, this will not be rescheduled.
Will I be able to ask you questions about your suggestions?
Yes, you will be able to contact me and discuss any suggestions
What areas of CRM do I have experience with?
I have experience with calls, emails, livechats and video meetings. I have experience dealing with sensitive situations such as dealing with complaints, divorce, death and medical incapacity
