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You've set your sights on streamlining your sales and marketing processes.
As a commercial photographer, illustrator, graphic designer or other creative services provider, you got into this business because you love your craft. In a perfect world, the creative aspects of the work would be your whole focus.
But the truth is: effective sales and marketing is just as important for creative service companies as it is for any other business aiming to make a profit.
Do your goals feel out of reach?
Substantially increase your revenue without overloading your sales team.
Educate your current customers about your full range of service offerings.
Streamline your sales and marketing processes to reduce duplicate effort and other inefficiencies.
Meet your business objectives with the help of
effective and scalable customer management tools.
Growing your business beyond one-on-one client interactions and into a scalable model.
Imagine...
You’ve been working closely with an external expert to review and document your current business workflows for sales, marketing, and billing. You know that improving these processes will save time and money in the long run.
You have a good sense for which CRM platform will best meet your business needs. You’re ready to work with your team so they’ll understand the strategic reasons behind implementing a CRM system.
Because of the extra support you brought in for this project, you were able to make progress on improving your sales and marketing processes -- while still keeping the rest of your responsibilities on track.
By choosing to prioritize your relationship with your customers, your business is already on its way to increased revenue.
Hi, I´m Rebecca. I can help you choose the right CRM for your creative services business.
WHY SHOULD YOU WORK WITH ME?
Seven years’ experience with CRM and email marketing automation, including 2 years at eBay.
Unlike many CRM consultants, I’m not affiliated with any particular platform.
I’ve contributed to CRM process improvements for large companies in a variety of industries. I’ve even headed up a team of CRM marketing experts, as part of eBay’s global seller marketing department, developing and deploying email marketing automations.
This specialized experience has provided me with tried-and-true knowledge, and
a broad understanding of best practices.
I work well with others in diverse roles, including IT, data, marketing, sales, and finance teams. I can help gather and document the requirements from different parts of your business, so you can feel confident that a CRM is the best solution ... before moving forward into the expensive implementation stage.
As a solopreneur myself, I understand that it's impossible to be an expert in every skill needed to run a successful business.
That's why I'm here to assist small business owners with:
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identifying sales and marketing-related customer data challenges
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scoping CRM implementations and improvements
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developing email marketing automation strategy
I’ve worked within some of the biggest platforms on the market: Salesforce Marketing Cloud, Hubspot, and Microsoft Dynamics 365. They each have their pros and cons.
It stands to reason that there isn’t just one right solution. Different businesses have different objectives for their client management processes and tools.
Let's work together to clarify your objectives, and identify which platform is best for your particular business needs.
HERE'S HOW IT WORKS
It starts with clarifying your business reasons for considering a CRM
It’s a common mistake to start evaluating different CRM and email marketing automation software options before clearly outlining the business problems that need to be solved. That can lead to problems down the road.
So the first thing we'll do together is outline your sales and marketing goals and discuss how a CRM system could help you reach those goals:
Talk about what kind of CRM system you’re envisioning, and why.
Cover any questions and ideas that you’ve already considered.
Identify “need to have” features and “nice to have” features for your client management platform or CRM.
Review your existing customer data systems and processes.
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After we’ve met to discuss your objectives and the current state of your business processes and systems, I’ll deliver to you:
BUSINESS NEEDS SUMMARY DOCUMENT
I'll provide a document summarizing:
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The business need and project goals
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Challenges and risks to watch out for
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Budgeting considerations for a CRM implementation
ACTION PLAN FOR CRM IMPLEMENTATION
I'll share with you an action plan of next steps for implementing a CRM platform.
The basic steps will be similar whether you choose to work with me on your implementation, or with another consultant.
BEST FIT
CRM OPTIONS
I'll suggest:
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2-3 options for a CRM or email marketing automation system that could meet your business needs
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A high level comparison of the pros and cons of each system
COLLABORATIVE REVIEW
We'll review the provided documents together, focusing on any areas where you have questions.
TIMELINE: 3-4 WEEKS
INVESTMENT: $400
What's next?
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Schedule a free consultation call to find out if my services are a good fit for your business needs.
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Purchase "done with you" CRM selection package.
//03
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Share info about your objectives and get CRM selection recommendations.
Move forward with your CRM implementation when you're ready.
Does this sound familiar?
Keeping track of outreach and discussions with individual customers is hit and miss for your sales team. They're frustrated with trying to use spreadsheets to manage their efforts.
Poor internal communication about sales and marketing tasks is creating a confusing experience for your customers.
You're ready to invest in improving sales and marketing systems and processes which paves the way for more efficiency and more profit.
You'd rather skip the slow and painful process of figuring out the best CRM for your business needs on your own. You're ready to have an expert walk you through the steps.