CUSTOM CRM SET UP

beta round APPLICATION

The below form is for Expressions of Interest to take part in a Beta Round, Custom CRM Set Up using the tool Moxie. Moxie is a CRM system, that allows you to automate many of your business processes (see list of inclusions below).

For this Beta Round you will receive 50% off the usual set up cost (Save approx. $1000.00) in exchange for your feedback and permission to use your Set Up as an example for marketing and content purposes.

WHAT’S INCLUDED:

1:1 90 min Process Mapping Meeting where we dive into your processes and what’s required for your CRM.

Set Up and Design of:

Email Templates (written on your behalf)

Online Call and Meeting Schedulers

Proposal Template

Onboarding Questionnaire

Invoice and Payment Plans

Plus post handover support including online training handover and;

30 days access to the VIP Studio Helpline.

Please complete the application form below, to express your interest and I will be in touch with further information for your consideration. If multiple applications are received, all businesses will be assessed for suitability and one business will be chosen at random.