CRM Care is for clients who want ongoing help keeping their CRM clean, updated, and
working properly without managing every small change themselves.
It gives you a dedicated team member to maintain and refine what's already been build
CRM Care is for clients who want ongoing help keeping their CRM clean, updated, and working properly without managing every small change themselves.
It gives you a dedicated team member to maintain and refine what's already been build

Editing text on forms, pipelines, or dashboards.
Fixing broken links or notifications.
Updating tags or pipeline stages.
Adjusting calendars or reminders.
Correcting trigger issues.
If it fixes or improves something already in place, it's covered.
Updating email or SMS copy.
adjusting timing or delays.
Changing trigger conditions.
Tuning steps on or off.
Adding or removing 1 - 2 steps.
if the automation logic stays the same, its included.
Help updating existing messages.
Answers to CRM usage questions.
Guidance on follow-up best practices.
Uploading contact lists or business cards.
Tagging and assigning contacts to pipelines.
Ideal for networking, events and ongoing lead capture.
Scheduling posts inside the CRM.
Managing existing social integrations.
Verifying posts are queued correctly.
Content creation and design not included.
One private CRM session per month.
Normally Valued at $197.
Use for training, workflow, review, live updates, or Q & A.

Editing text on forms, pipelines, or dashboards.
Fixing broken links or notifications.
Updating tags or pipeline stages.
Adjusting calendars or reminders.
Correcting trigger issues.
If it fixes or improves something already in place, it's covered.
Updating email or SMS copy.
adjusting timing or delays.
Changing trigger conditions.
Tuning steps on or off.
Adding or removing 1 - 2 steps.
if the automation logic stays the same, its included.
Help updating existing messages.
Answers to CRM usage questions.
Guidance on follow-up best practices.
Editing text on forms, pipelines, or dashboards.
Fixing broken links or notifications.
Updating tags or pipeline stages.
Adjusting calendars or reminders.
Correcting trigger issues.
If it fixes or improves something already in place, it's covered.
Updating email or SMS copy.
adjusting timing or delays.
Changing trigger conditions.
Tuning steps on or off.
Adding or removing 1 - 2 steps.
if the automation logic stays the same, its included.
Help updating existing messages.
Answers to CRM usage questions.
Guidance on follow-up best practices.
Uploading contact lists or business cards.
Tagging and assigning contacts to pipelines.
Ideal for networking, events and ongoing lead capture.
Scheduling posts inside the CRM.
Managing existing social integrations.
Verifying posts are queued correctly.
Content creation and design not included.
One private CRM session per month.
Normally Valued at $197.
Use for training, workflow, review, live updates, or Q & A.
New funnels, websites, or automations.
New automation logic or complex workflows.
Custom builds or advanced integrations.
Copywriting or content creation.
* These are handled through Quick Builds or quoted seperately.
CRM Care is for:
- Ongoing maintenance
- Small refinements
- Regular contact management
- Guidance and support
If something adds new functionality, it is likely a Quick Build.
If it improves or adjusts what already exists, it is covered under CRM Care.
CRM Care helps ensure your CRM continues to support your business without you having to manage every detail yourself.


CRM Care is for:
- Ongoing maintenance
- Small refinements
- Regular contact management
- Guidance and support
If something adds new functionality, it is likely a Quick Build.
If it improves or adjusts what already exists, it is covered under CRM Care.
CRM Care helps ensure your CRM continues to support your business without you having to manage every detail yourself.
