Hands-on session to turn your CRM (or spreadsheet) into a growth engine.
Finally Set Up (or Fix) Your CRM
Without the Overwhelm
Finally set Up your CRM
without the stress
Choose the support level that fits your needs and walk away with a CRM you can actually use.
CRM Blueprint Package ($699)
90-minute Zoom session with hands-on guidance
Custom setup tailored to your business, goals, and team size
Help choosing the right CRM (or improving what you already use)
Setup of essential fields, tags, and simple follow-up workflows
CRM Blueprint + Optimization ($799)*
Everything in the CRM Blueprint Package
Two additional 30-minute follow-up consultations to:
• Review progress and usage
• Answer lingering questions
• Refine your system after you've had a chance to use it
*This is a limited time offer! Use Coupon Code FALL25CRM
Price goes up to $899 if booked after October 31, 2025.
Book now and get your CRM organized before the holidays!
Not sure which option is right for you? Book the Blueprint and upgrade later if needed.
Who is this For?
=> Solo entrepreneurs and small teams who are ready to get organized & grow
=> B2B small to mid-sized businesses that need better visibility into leads and follow-up
=> Anyone who wants clarity and structure, not complicated tech
Benefits
Sharpen your Strategy with Real Data
Identify your most valuable clients based on actual behavior, not guesswork
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Pinpoint patterns that define your best-fit customers
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Discover look-alike markets so you can focus your outreach where it counts
Stay Connected,
Close Faster
Build authentic relationships with simplified follow-up workflows
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Track relationships more intentionally & with less manual effort
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Use custom lead-scoring to prioritize high-potential contacts & shorten your sales cycle
Make Clearer,
Confident Decisions
Know where each lead is in the pipeline
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Use deal velocity to better predict future sales and project timelines
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Focus your time and energy on what’s working
On the CRM analysis and lead scoring system Ashley created for Vx Group
"I really appreciate everything you’ve done. I love it and want to dig deeper into it. You have a very valuable skill."
— Eric Zoromski, CEO, Vx Group
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What CRMs do you consult on?
I work most often with HubSpot, Go High Level, and custom spreadsheets, and I’m also familiar with platforms like Zoho CRM and others. But the truth is that the core principles of good CRM setup are universal.
Whether you're just starting with a simple spreadsheet or using a robust platform, I'll help you design a system that aligns with your goals, workflows, and budget, not just the software.
Just to be clear: I don’t endorse or receive compensation from any CRM provider. My only goal is to help you choose the system that best serves your business.
Do I need to have technical skills?
Not at all. You don’t need any specific technical background to benefit from this session.
Whether you’re someone who prefers paper-and-pencil systems or someone who writes your own HTML, we’ll find a solution that fits your comfort level and capacity. We’ll walk through the setup together, step-by-step, so you leave with a CRM that feels intuitive and sustainable for you.
What if I need more help later?
If you think you might want support beyond the initial setup, I recommend choosing the Blueprint + Optimization Package, which includes two 30-minute check-in sessions. This gives you time to start using your CRM and come back with real-world questions as they arise.
Not ready to decide? That’s okay too. You can always book additional consultations after the setup session at $100 per 30-minute session, billed separately.
Either way, I’ll make sure you’re set up with a clear, easy-to-use system, and support is always available if you need it.
Hours: M/Tu 11:00 - 22:00 CET
W/Th 9:00 - 20:00 CET
F 9:00 - 17:00 CET
Call +1 424-256-5960
Email: [email protected]
Site: https://sandersanalytics.org