CRM Setup
Setting up a full CRM system can feel so overwhelming, especially if you've not done anything like it before. That's where VA Magician can help you shine!
CRM Setup - DIY [COMING SOON]
Want to set up your own CRM but not sure where to start and don't want to outsource it? VA Magician's DIY set up is for you. Set up your Dubsado systems in full by watching the video tutorials which take you through each step of how to get everything set up in the way you need them.
- COMING SOON
- Video tutorials to demonstrate how to navigate your new set up
- Full access to set up videos from day 1
CRM Setup - done WITH you
VA Magician is here to help, from enquiry to booking to offboarding there are often so many manual steps that you are currently actioning. With my support you'll have the ultimate CRM systems set up and running to give you back time in your work days.
- 1 on 1 call to establish your current systems and create an action plan
- A full tutorial to set up your chosen CRM tool
- Support with how to move contracts, invoices and proposals to your new CRM
- Integrate email templates including personalisation with my guidance
- Help with setting up integrations between your existing tools
- Set up automated workflows to save you time
- Video coaching sessions & tutorials to demonstrate how to set up and navigate around your new CRM
CRM Setup - done FOR you
VA Magician is here to help, from enquiry to booking to offboarding there are often so many manual steps that you are currently actioning. I've got just the spells to get your tasks automated to give you back HOURS each week.
- 1 on 1 call to establish your current systems and create an action plan
- A full set up on your chosen CRM tool
- Contracts, invoices and proposals moved to your new CRM
- Email templates including personalisation
- Integrations between your existing tools
- Automated workflows
- Video tutorials to demonstrate how to navigate your new set up
CRM monthly maintenance
Want the peace of mind of having someone checking your CRM set up is still full functional and optimised each month? Then this is for you. VA Magician's monthly CRM maintenance ensures regular audits inc updates, testing, recommendations and business check-ins.
- Peace of mind
- Monthly CRM audits
- Keeping these tasks off your to-do list
1 on 1 call to establish your current systems and create an action plan
A full set up on your chosen CRM tool
Contracts, invoices and proposals moved to your new CRM
Email templates including personalisation
Integrations between your existing tools
Automated workflows
Video tutorials to demonstrate how to navigate your new set up
What I need from you
Your Brand Guidelines
Access to your current systems
Information of your services, pricing & current processes
Copy of your current docs
Trusted by the Professionals
Rachel is amazing at what she does - she is organised, efficient and communicative. I can trust her to get tasks done and it eases my work load!
Becca P
Wedding Pro Consultant
Rachel has been a life saver to me!!! She’s very professional and has held my hand through the process. And I love her accent (I’m from Texas)
Meloney B
Wedding Venue Owner
She is brilliant, fast, efficient and so easy to work with!
Susan G
Luxury vintage rentals
Frequently Asked Questions
How do I get started?
Fill in my enquiry form & book a free consultation call with me to chat about your business and your needs.
From there, we’ll create a custom plan to get you the support you need.
Simple!
What kind of businesses do you work with?
While I specialise in helping those within the wedding industry and those with neurospicy brains, I’m open to working with small business owners from all walks of life.
If you need more time in your day, I can help - no matter the industry!
How do we communicate and collaborate?
For me communication is key! I’m happy to communicate via emails and WhatsApp (I also love a voice note so please let me know if you’d like me NOT to send them).
Video calls are currently via Google Meet.
My office hours are Mon - Fri, 10am - 7pm
Ready to gain back time in your life?
Book your free consultation call today!