CRM Setup & Management
A CRM that genuinely enhances the way you work
Most CRMs get configured once, then abandoned within months because there is no one dedicated to maintaining them properly. We set up and manage your CRM on an ongoing basis, covering pipelines, automation sequences and data hygiene, so that it remains a tool your business relies on, not a graveyard of stale contacts.
What's included
- Initial setup and configuration truly aligned 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 from 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.