CRM Right-fit Assessment

CRM Right-fit Assessment

$650.00

Are you considering a new CRM? Or you have one but you know you’re not using it enough? We’ll look at your goals for your business and identify places to improve how you benefit from this important tool.

Let's Do This

THE PROCESS

Spark Customization

Nerd Hat Solutions will complete a short document review and then customize your selected Spark session plan.

Spark Pre-work

We’ll both have a little prep work to do in order to get the most out of our time together. Don’t worry, we’ll make it easy.

Spark Session

We will spend 2 action-packed hours working together on your chosen spark. We’ll get real work done together that you can implement right away.

Spark Success Plan

Once the solution is built, you’ll receive a next steps plan as well as a free Q&A Zoom Session for coaching, when needed.

Best of all, you’ll walk away with actual work done and real solutions ready to be implemented.

CRM Right-fit Assessment

CRM Right-fit Assessment

THE PROCESS

Spark Customization

Spark Pre-work

Spark Session

Spark Success Plan

Ready? Let’s talk.

Let’s talk about how I can help. The first step is a conversation to learn more about your needs. I’ll offer insights and advice whether we work together or not.