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SparkPlugMarketing

CRM Platform Review + Data Summary

CRM Platform Review + Data Summary

Regular price $750.00 USD
Regular price Sale price $750.00 USD
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What's Included

  • One time automation trigger review and recommendation/activation (when applicable)
  • CRM data summary provided to you
  • Data review starting from most recent end of month (last 30 days)
  • Delivery in 14 days
  • We will contact you to gather the necessary account and business information

Benefits

  • A better understanding of your customer relationship management data
  • Improved use of already available sms and email automations that your platform provides you with

Onboarding

  • You will receive an email containing a Calendly invitation to schedule your 25-minute intake zoom/call. An outline for the intake call will be provided in advance.

Prior to the intake call:

  • An outline for the intake call will be sent to you
  • A pre-intake questionnaire will be sent to gather information about the unique aspects of your business, it's ethos/brand/voice and it's assets.
  • An ad spend survey will be sent to you which will help define ad campaign spend and target return on ad spend. (when applicable)
  • You will receive a request package along with guidance on how to add us to the accounts we will manage (note: you will retain ownership of these accounts)
  • We will send you a content calendar and content pipeline survey
  • We will send you a promotional calendar survey.
  • You will receive a business goals survey so that we can drive toward accomplishing the goals you have set for your business. 
  • We will send you a link to your own Trello board that you can use to submit adhoc request for our team to work on for you (Pro and Medium packages only. Turnaround time is 7 days per request for Pro, 14 days per request for Medium)
  • A direct line of contact will be provided to ensure seamless communication for program success.
  • We will perform a comprehensive scan of your business presence online to identify opportunities.
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