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Crminstructors

  • Get Expert Guidance and a Clear Action Plan for Your CRM and Email Systems

    This session gives you focused, personalized guidance from our team. We review your systems, understand your challenges, and help you build a strategic plan that brings clarity, structure, and direction to your CRM and email marketing journey.
    Book Your Consultation Now

    Reports delivered in 3 to 5 business days.

Most business owners know they need a better system, but they do not know where to start or what tools they actually need.
They try to figure things out alone and end up:

  • Switching between CRM platforms

  • Building automations that break

  • Collecting leads without proper follow-up

  • Feeling lost and overwhelmed by options

  • Spending hours watching tutorials that don’t apply to their situation

A free consultation can only scratch the surface.

This paid session is designed to go deeper, understand your real situation, and give you actual clarity and direction.

You are not paying for a conversation.
You are paying for expert analysis, strategic direction, and a personalized action plan that saves you time, money, and stress.

What You Can Expect From This Consultation Session

Discovery

Before the call, you complete a short form that helps us understand your current stage, the tools you use, your challenges, and your goals.
This gives us context so that by the time we meet, we already understand where you are coming from and what direction will serve you best.

Deep Dive Consultation

During the session, we walk through your systems together and identify what is working, what is missing, and what might be slowing you down. We look at:

• Your CRM or email platform
• Your sales process and follow-up structure
• Your lead flow
• Any existing automations
• Your goals and the results you want to achieve

By the end of this session, you know exactly where your systems stand.

Strategy Building

Next, we guide you through the best path forward and explain the structure, tools, and flow that will work for your business.
You will understand:

• The platform that best supports your goals
• How to organize your lead flow and follow-up
• Which automations you actually need
• What to improve and what to build
• The steps required to set up your system correctly

This gives you clarity and direction that you can immediately use.

Personalized Strategy Report

Within a few days, you receive a detailed written report that covers everything we discussed. The report includes:

• A summary of your system review
• Key issues, gaps, and what is holding your system back
• A recommended CRM or tool stack
• Suggestions for automation and optimization
• A clear step by step action plan

This becomes your guide for implementing your systems confidently.


Follow-Up Review

After the report, we meet again for a short review session.
This is your chance to ask questions, confirm decisions, and finalize your next steps.
We walk through your plan to ensure everything feels clear and actionable so you know exactly how to move forward.



Who This Session Is Perfect For

This consultation is perfect for:

✔ Business owners who feel stuck and need clear direction

✔ People confused about CRM options and need expert evaluation
✔ Coaches, service providers, or small teams looking to avoid costly mistakes
✔Anyone who wants clarity, structure, and a plan that actually fits their business

If you want clarity, structure, and a personalized system plan, this session is ideal for you.



Investment

$150 to $500 
The final price is based on your needs.

Ready to Get a System That Supports Your Growth?

Let us help you remove confusion and create a structure that actually works for your business.

Request Your Consultation

See How We’ve Helped Businesses Like Yours

Expert in Funnel Setup

Great at CRM funnel setup in Keap. We had a very customized process, and CRMInstructor went above and beyond what we expected. We’ll be using them for ALL our funnel processes and marketing. Can’t say enough great things about the service and attention to detail they provided.

Jack Ramsey – United States

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Fixed All My CRM Problems

CRMInstructor was awesome at fixing all the problems I had with my Pipedrive account! The job done was just amazing, and their customer service was totally on point. Couldn’t have asked for better support!

Bella Josephin – United States

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Exceeded Expectations on a Complex Project

An exceptional experience. This was a large, complex, and very important task. It had to be done right. CRMInstructor exceeded my expectations. They were thorough, careful, diligent, fun to work with, and always very professional. Would use again and highly recommend.

Meghowe – Australia

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