CRM Implementation

Lead Nerds’ indispensable solution for seamlessly integrating CRM integration, enhancing customer engagement, and maximizing business system efficiency.

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Unleashing Growth Potential

Customer Relationship Management System is key to helping you scale your business. You not only improve your client relationships but also improve the ability for your employees to complete their work and track their productivity. When you measure it matters, and with CRM implementation we can help match you with the best software to fit your business.

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Empowering Business Efficiency

We focus on identifying the different departments and processes that would help make your business run more efficient and scale. With our tutorials and training we collaborate with you to create onboarding resources that help your existing and future team train for success.

Unifying Communication

Streamline inter-departmental communication and enhance understanding of business operations, reducing downtime and inefficiency risks due to poor planning and integration.

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Revolutionize Your Business

Transform your small business into a thriving powerhouse with a CRM. Planning leads to success, we first start with your tailored Workflow Visual Roadmap. Ideal for progressive businesses and diligent project managers, your Roadmap optimizes processes, scales operations, and drives long-term success.

Visualize your workflows, pinpoint bottlenecks, and assess the effectiveness of your strategies to make informed decisions. Leverage the insights from your Workflow Visual Roadmap for strategic planning, optimized resource allocation, and robust business growth.

Elements Included with CRM Implementation

Our CRM Implementation process encompasses several key elements crucial to your business operations to ensure comprehensive and efficient process mapping and training:

Onboarding Processes

We chart out your client's entire journey making sure they are tracked and integrated into follow-up sequences to ensure a positive experience.

Sales and Marketing Funnels

We make sense of all the advertising and marketing outlets you use to create a customized nurture sequence making sure processes aren't overlapping.

Task Allocation

Our roadmap also includes an overview of task allocation to different teams or individuals, ensuring clarity in work distribution.

Risk and Opportunity Assessment

We incorporate potential risks and opportunities into your roadmap, enabling better strategic planning.

Our Process

Our process to CRM Implementation is designed to be thorough, effective, and customer-centric.

Free Consultation

In this free 20-minute consultation, we work to understand your current business operations, your goals, and any issues you may be experiencing to see if your business is a good fit for CRM Implantation.

Preparation for the Full Visual Roadmap Session

Post-consultation, our team takes the information gathered and prepares for the full visual roadmap session. This involves creating a preliminary layout and identifying key areas of focus based on your input.

One-Hour Session

This is where the real magic happens! In a one-hour session, we dive deeper into your operations. We ask pertinent questions, ensuring every aspect of your workflow is considered. We then create your Workflow Visual Roadmap, incorporating an optional implementation plan for automation.

Review and Cleanup

After the one-hour session, we take the time to review the roadmap. We refine it, iron out any wrinkles, and add details as necessary, ensuring the final product is a comprehensive and accurate representation of your operations.

Implementation Start

Finally, we present the polished Workflow Visual Roadmap to you. This blueprint not only visualizes your operations but also outlines the route towards process optimization and automation, ready to guide your business towards its operational efficiency goals. We use this blueprint for your CRM Implementation.


Following implementation, we offer comprehensive training, tailored to your chosen package, conducted either in-person or digitally. This training is designed to seamlessly integrate into your Standard Operating Procedures (SOPs), enriching your employee onboarding and enhancing training processes. Our goal is to optimize your team's capabilities and ensure a smooth transition towards maximizing the benefits of the implemented solutions.

90 Day Optimization

Initially, we conduct bi-weekly meetings throughout the first month to meticulously assess any potential gaps and refine our approach. Once we revise processes as needed, we transition to monthly meetings to continuously fine-tune and optimize the CRM system according to evolving needs. This adaptive approach ensures a proactive response to any identified areas for improvement, guaranteeing that your CRM operates at its peak efficiency.

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