CRM Setup & Management

A CRM that actually gets used

Most CRMs get configured once, then abandoned within months because nobody has time to maintain them properly. We set up and manage your CRM on an ongoing basis, covering pipelines, automation sequences and data hygiene, so it stays a tool your business relies on, not a graveyard of stale contacts.

What's included

  • Initial setup and configuration matched to how your business sells and follows up, not a generic template
  • Pipeline design that reflects your real sales/booking process
  • Automated sequences for follow-up, nurture and re-engagement
  • Ongoing maintenance, because ownership of the system doesn't stop at handover

Who it's for

Businesses who've either never properly set up a CRM, or have one that's fallen into disuse. Especially relevant if you're currently tracking leads and customers across spreadsheets, inboxes, or memory, including booking-heavy businesses like tattoo studios and beauty clinics across Sheffield and Yorkshire.

Proof point

Same depth of CRM ownership as the digital operations role run across a 12-location tattoo studio chain, covering booking flow, automation and multi-location customer communication, all built and maintained on GoHighLevel.

FAQs

Common questions

We already have a CRM, we just don't really use it. Can you fix that?

Yes, that's the more common starting point for this service than a completely blank setup: a CRM that's fallen into disuse gets rebuilt around pipelines and automation that reflect your real sales and follow-up process, not a generic template.

What platform do you use?

GoHighLevel, the same platform used to run CRM and customer communication across a 12-location tattoo studio chain.

Is this a one-off setup or ongoing?

Ongoing by default. Most CRMs fail because they're configured once and abandoned within months, so this includes continued maintenance instead of stopping at handover.

We're currently tracking leads in spreadsheets and email. Is that a normal starting point?

Yes, that's specifically who this service is aimed at, especially booking-heavy businesses juggling leads and customers across scattered tools.

Tell us what's currently held together with spreadsheets and email.

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