I will coach and train you on gohighlevel CRM
Strategy and Software
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Hi, I'm Thomas.
PLEASE MESSAGE ME BEFORE ANY ORDER :-)
I love chatting with new clients and providing strategy.
I'm a CRM consultant with 15 years of corporate experience in technical solutions and am sales driven.
Using a CRM should feel easy and intuitive to the user, but it requires tedious planning and configuration and set up to become simple to use.
I work with clients to focus on how their current or new CRM is affecting revenue, with an emphasis on Inside Sales operations. This includes email marketing, paid ads, lead generation, website, but as a means to feed the sales pipeline.
Setting up playbooks, custom quoting, meeting links, email sequences, task queues, call tracking, and deal reporting will enable your team to solidify a successful and repeatable process. A clearly outlined customer service process will build loyalty among your customers and instill confidence within your sales organization.
All efforts should be made to remove any impediments to revenue and potentially reconfigure your CRM setup so that it has proper data quality and clearly mapped processes.
Making complex software easier to use since 2020 :-)
Software:
HighLevel
Industry:
Business services & consulting
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Software
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Wellness
FAQ
What departments use a CRM?
Sales, Marketing, Customer Service, Operations The CRM is the central database for all aspects of your business. It syncs with the rest of your software stack.
What are automations?
My Top 5 Fundamental Automations 1. Email Sequences - marketing blasts or a series of emails 2. ChatBot - interactive menus 3. Auto Assign to Rep(s) 4. Auto Deal Creation - new contacts 5. Deal Stage Emails - triggers on new These are the primary ones to get started.
What makes Richardson Strategy different from other consultants?
My focus is to enable YOU to take ownership of your CRM. I am a sales guy at heart. My entire career has been focused on bringing an idea to life, from concept to market.
Why is my CRM so hard to use?
I design and build out the database table with all the fields and datapoints you need. I'll organize your Views, Lists, Columns, and help you focus on ONLY the processes you need, important! Architecture is the foundation, to be optimized for your easy navigation.
