Systems & CRM Setup

What’s Included

• Custom CRM setup tailored to your program

• Email templates and pipeline automations

• Team training and onboarding support

• Post-launch check-in and troubleshooting

Who It’s For

• Programs still tracking leads in spreadsheets or emails

• Directors overwhelmed by follow-ups and missed inquiries

• Organizations looking to streamline communication

You’ll Walk Away With

• A fully functional CRM designed for your unique needs

• A clear, automated process to manage every lead

• Time back to focus on what matters most — your families