Does getting new projects started take you away from getting new clients?

Streamline your lead management and client onboarding processes with our CRM Template Bundle

Get these ready-for-you tools that give you more time for prospecting and makes welcoming new clients as fun & easy as welcoming new neighbors to the neighborhood.

Increase your efficiency and revenue with this CRM template bundle.

Are things falling through the cracks?

Do you have a lot of back and forth with new clients?

  • Are you missing opportunities with prospective clients?
  • Do you struggle to keep track of leads?
  • Do you forget to follow up with leads?
  • Do you find yourself digging through emails to find new client information?
  • Does your client onboarding feel time-consuming?

If you don't have an organized process for lead management you could be leaving money on the table.

If your client onboarding process is in your head you could be preventing your business growth.

THE PROBLEM

Time Passes and

The Lead Hires Someone Else

Most prospects don’t purchase with the first contact… or the second. If you don’t follow up with them regularly, you can be sure your competition is!


There is a lack of organization and

You Quickly Become Overwhelmed

Does the excitement of the sales call quickly turn into stress and frustration, for you AND your new client? Starting a new project is intense, but you need time to run your business too. You’re excited to land a new client, but their constant questions take time away from getting their project started.


The PRocess is in Your head so

GETTING HELP SEEMS TO TAKE MORE TIME THAN IT’S WORTH

Without a documented process and way to organized the steps of the onboarding process, your team can't support you. They can't take something off your plate if they don't know what needs to be done.

There's a better way...

...having organized processes in an easy to use project management tool will get you back on track. Don’t know where to start?


We got you!

Don't waste time reinventing the wheel...

Our proven processes will get your business running effortlessly in no time!

OUR STORY

We are Systematic Excellence Consulting

Our consulting clients hire us to help find and fix what is holding back their business growth. While the problems are as varied as the clients, we found the most common contributing factor to slow or negative growth is the lack of documented processes.

Writing SOPs and building processes can be time-consuming and tedious.

We realized that the best way we could help our clients and other business owners is to provide an example of the standard operating procedures (SOPs) and processes we use in our business to give them a solid starting point.


We wanted to save people time and give them a jump start to building the structure they needed to grow their business and team.


Imagine turning more leads

and sales

into sales,

into happy clients - with less effort!

We got you covered...

The CRM Template Bundle.

With this CRM Template Bundle, you'll have a plan for everything - from lead management to client onboarding. The templates in this bundle provide an organized and streamlined way of managing leads and clients. They support growing businesses so you can focus on building your business instead of wasting time by trying to figure these processes out on your own.

LET'S DIVE IN

What’s Included.

01.

Lead Management TemplateS

This is the starting point from initial contact to closing the sale. The customizable templates will give you everything you need to establish your lead management process. It will help you stay organized and know exactly what and when things need to get done.


Included:

• Lead Management SOP Template

• ClickUp Lead Management List Template

• ClickUp New Lead Checklist Template

• ClickUp Proposal Checklist Template


02.

Client Onboarding SOP Template

This customizable template will help you establish your client onboarding process so you and your team know each and every step. This template will make it easier to delegate to your team and get the support you want.

Included:

• Client Onboarding SOP template

03.

CLient Management Template

The customizable template list to manage the onboarding process and current clients. These will help you, onboard new clients smoothly, and keep track of current clients easily.

Included:

• ClickUp Current Client Management List Template

• ClickUp Client Onboarding Checklist Template


Bonus

Walkthrough Videos

Get up and running fast with these detailed, step-by-step videos that walk you through the basics of ClickUp, how to use the ClickUp templates, how to set up the Zapier automation, and the SOPs. No Googling required!

Included:

• Walkthrough of ClickUp

• Walkthrough of the Lead Management List

• Walkthrough of the Client Management List

• Walkthrough of the SOPs

The CRM Template Bundle helps you easily manage your leads and clients from the initial contact until they become a loyal customer.

Business

Owners need...

Effective Way To Manage Leads

This template bundle will help you better organize your leads and clients. You'll be able to track their progress and see what they need to do next, all from one place!

To Help Your Team Help You

With organized processes and SOPs you'll be able to get the support you need from your team without feeling overwhelmed and like you have to micromanage every step.

Start each day feeling in control, knowing exactly who is doing what. End each day feeling confident nothing fell through the cracks.

Create a streamlined way of managing leads and clients without...

starting from scratch. No more guessing - keep your business organized by following best practices. This CRM and Client Onboarding Template Bundle offers templates for all phases of the customer journey. With this bundle, you'll have an organized way to manage your leads and clients with success.

You'll have all the tools you need to effectively manage your sales pipeline and your customers. The CRM & Client Onboarding Template Bundle was created for businesses that are looking to grow their customer base and need a streamlined way of managing leads and clients.

Increase sales and onboard new clients faster. Increase client satisfaction and retention with an organized process. Get the support you need from your team so you can spend your time and energy on growing your business.

ARE YOU READY?

Get the CRM Template Bundle TODAY!

Lead Management SOP Template

(Valued at $37)


Client Onboarding SOP Template

(Valued at $37)


ClickUp Lead Management List Template (Valued at $37)


ClickUp Current Client List Template

(Valued at $37)

Bonuses:


ClickUp Lead Management List Walkthrough Video (Valued at $97)


ClickUp Current Client List Walkthrough Video (Valued at $97)


Total Value = $342

Today’s Price = $97

7 Day Money Back GUARANTEE

IF You Are Not 100% SATISFIED.

We are confident you will be satisfied with the bundle but if you aren't we will refund you 100% of your money within 7 days of purchase...no questions asked.

ARE YOU READY?

Get the CRM Template Bundle TODAY!

Lead Management SOP Template


(Valued at $37)


Client Onboarding SOP Template


(Valued at $37)


ClickUp Lead Management List Template (Valued at $37)


ClickUp Current Client List Template


(Valued at $37)

Bonuses:


ClickUp Lead Management List Walkthrough Video (Valued at $97)


ClickUp Current Client List Walkthrough Video (Valued at $97)

Total Value = $342

Today’s Price = $97