Get Your Free CRM Strategy Session
In 15 minutes, we'll identify quick wins to capture more leads, automate follow-ups, and close more deals—no fluff, just actionable insights tailored to your business.
What to Expect in Your Session
We'll walk through three key areas to identify immediate opportunities for your business.
Assess Your Goals
We'll discuss where you are now and what success looks like for your business in the next 90 days.
Identify Quick Wins
We'll pinpoint gaps in lead capture, follow-up, and pipeline management that we can fix fast.
Create Your Action Plan
You'll leave with clear next steps and the right Simplocity plan to match your needs.
Choose Your Time
Select a date and time that works best for you
Frequently Asked Questions
How long is the call?
Most sessions run 15–30 minutes. If you need more time to dive deeper into your specific situation, we'll schedule a follow-up at no charge.
Is this a sales pitch?
Not at all. This is a consultative session focused on your goals. We'll recommend solutions only if there's a clear fit—and you'll walk away with actionable insights regardless of whether we work together.
Do I need anything prepared?
Just bring your current process (even if it's messy). If you have access to your website, lead forms, or ad accounts, that's helpful but not required. We'll work with whatever you have.
Can my team join the call?
Absolutely! We encourage you to invite anyone involved in leads, follow-ups, or operations. This helps us align on goals and ensures everyone is on the same page.
What happens after I book?
You'll receive a confirmation email with calendar invite and a brief questionnaire to help us prepare. We'll also send a reminder 24 hours before your session.
What if I need to reschedule?
No problem! You can reschedule or cancel anytime using the link in your confirmation email. We understand that schedules change.