CRM System Audit

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CRM System Audit
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$450.00
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CRM System Audit1$ 450.00
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* 100% Secure & Safe Payments *

** Work Smarter Digital only supports businesses that are located in the United States.

** All sales are non-refundable.

What's Included:

  • 2 hr Systems Audit Session

  • Evaluate System

  • Document Issues and Recommendations

  • Prioritize Changes

  • 1 hr Audit Review

AUDIT FEE: $495

one time fee

** SaaS OBM Implementation Services:

Your SaaS OBM Implementation Services are to assist you with leveraging automation and expertise of the CRM to assist you with streamlining your business operations. Below is a list of common implementation projects to give you an idea of what is included, but is not comprehensive. Please ask your SaaS OBM for guidance.

  • Design and build landing pages for lead magnets

  • Design and build funnels for sales pages, event registration, online courses

  • Build emails

  • Build automations

  • Build out of online courses

  • Build out of online community

  • Build appointments

  • Integrations using no code solutions

  • Consolidation of technology solutions into CRM

  • CRM training

SaaS OBM Implementation Services are not virtual assistant services and not to complete day to day tasks within your business. All copy writing and copy editing are your responsibility. Below is a list of tasks that our SaaS OBMs do not conduct.

  • Content writing for all material

  • Copy editing for all material

  • Social media post scheduling

  • Social media management

  • Weekly newsletter management

  • Managing day to day activity of contacts within CRM

  • Managing day to day activity of opportunities within pipeline

  • Social media ads design, setup, or management