FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every business is different, so I customize my pricing based on the scope of your project. Whether you need a quick CRM cleanup, automation troubleshooting, or a complete system build, I'll provide a clear quote before any work begins. No hidden fees or surprise charges—just transparent pricing and solutions that fit your goals and budget.
- What is your typical process for working with a new customer?
I start with a discovery call to learn how your business operates and where you're experiencing bottlenecks. From there, I'll review your current CRM, identify opportunities for improvement, and provide a clear plan of action. Once approved, I'll build or optimize your systems, thoroughly test everything, and make sure you understand how to use it before the project is complete. My goal is to leave you with a CRM that works for your business—not one that creates more work.
- What education and/or training do you have that relates to your work?
My background combines over 11 years of operations management, customer experience, and business systems with hands-on CRM implementation. I've built and optimized GoHighLevel, LeadConnector, and other business systems for service-based businesses, focusing on automation, lead management, customer communication, and operational efficiency. My experience comes from solving real business challenges, not just learning software.