So you’ve figured out which CRM is the right fit for your business (Dubsado or HoneyBook), but now you’re wondering—how do I actually get it set up? That’s where a comprehensive CRM setup guide can be helpful.
If you’re like most creative business owners I work with, you’re wearing a dozen hats and juggling a full client load. A CRM setup guide might just be what you need to streamline processes, making the idea of overhauling your client experience amazing… but also a little overwhelming.
The good news? There’s more than one way to get it done. Whether you’re short on time, love a DIY challenge, or want something in between, I offer three setup styles to match your workflow, budget, and personality. Each option in the CRM setup guide is geared to help you choose what’s best for you.
Let’s find out which one is the best fit for you using this helpful CRM setup guide.
Done-For-You Setup: Let Me Handle Everything
If you’re drowning in admin work, behind on follow-ups, or just don’t want to spend another second Googling how to automate your scheduler, this one’s for you. For the complete CRM setup guide, the ‘done-for-you’ is the ultimate white-glove experience.
Done-for-you is the white-glove experience. I’ll map out your entire client journey during our 1:1 strategy session, then build out your workflows, email templates, forms, schedulers—you name it. You’ll get a beautifully streamlined system that’s ready to go, plus 60 days of support after we launch.
This option is ideal if you want to get out of the weeds now and start saving time immediately. You’ll be free to focus on what you do best, without worrying whether your CRM is working behind the scenes.
Done-With-You Setup: Build It Together (With Support)
Prefer to be more hands-on? The Done-With-You setup is perfect if you like learning as you go but still want expert guidance to make sure everything is done right, as highlighted in our crm setup guide.
We’ll start with a 1:1 strategy session to plan your client journey and workflows. From there, I’ll guide you step-by-step through the setup using my proven course and coaching support. You’ll save hours of trial and error—and walk away with the skills and confidence to manage your system like a pro.
This is a great option if you’ve already started building your system (or tried and got stuck) and just need some direction to finish strong.
DIY With Templates: Start Simple, Start Smart
If you’re just getting started or working with a smaller budget, my DIY Dubsado Setup is your best bet. You’ll get access to plug-and-play templates for lead capture forms, email sequences, schedulers, and workflows—plus a guide to walk you through it all.
This is perfect if you love to tinker, want to set things up on your own time, or just need a little help to get organized and move forward.
Even if you’re not ready for a full setup package, you can still take big steps toward a better client experience, without starting from scratch.
Still Not Sure After Reviewing this CRM Setup Guide? Let’s Talk.
If you’re feeling torn between options, let’s chat it through! I offer a free 15-minute discovery call where we can talk about your goals, your systems, and what kind of support makes the most sense for your business according to my crm setup guide.
Whatever path you choose, my goal is the same: to help you save time, work less, and wow your clients with a system that feels like magic.
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