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CRM BUILD OUT - SOLUMAN CONSULTANCY
Soluman Consultancy delivers high impact CPD accredited programs and development opportunities for corporate companies and supports individuals via 1-1 coaching. We helped them develop their CRM system.
Deliverables
- Intake forms template
- Canned emails
- Schedulers
- Integrations
- Automated workflows
- SOP Workflow
- Custom design client portal
- Onboarding pack
- Referral and client retention system
- Custom training videos
CHALLENGES
Before working with us Lola found herself doing a lot of the manual work when it came to her clients, sending contracts, proposals and other forms became tedious and prevented the business from scaling. Lola also wanted a referral system that will bring in more clients.
SOLUTION
We help Lola at Soluman Consultancy to implement a CRM System using Dubsado. We were able to streamline their system and build workflows that allowed for automation to happen. This meant that Lola could save time on administrative tasks and focus more on bringing in new business.
In addition, we helped to implement a referral system that allowed for current or past clients to referrer other businesses to Soluman Consultancy.
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TESTIMONIALS
Coming soon...
Lola, Founder of Soluman Consultancy
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