Setting up a CRM workflow can be overwhelming. Which is why your services are key to helping clients get everything set up and running smoothly! You want the CRM Set-Up process to be as professional, smooth, and easy as possible. Enter TLP’s Customer Relationship Management (“CRM”) System Set-Up Contract Template! This contract helps you lay out a payment structure, prevent scope creep, and maintain confidentiality with your clients’ workflows and systems. The CRM Set-Up Contract is: - Attorney-drafted and reviewed, so it's detailed and thorough.- 100% customizable to match your business’s unique needs.- Quick and easy to download, edit, and share with your clients.- Clear and concise to help make the legal side of the CRM Set-Up process a breeze. You’ll receive fast delivery via email. The template comes with a video guide and helpful instructions from an attorney to walk you through. Just fill in the blanks and edit as needed! You’ll also receive access to any future updates to this contract based on changes in the law. We’re actively engaged in the ever-evolving legal world and want to keep you up to date and legally legit! Give yourself peace of mind with a CRM Set-Up contract template in your back pocket This CRM Set-Up Contract Template is Best Suited For Any entrepreneur who sets up CRM workflows for clients with Dubsado, Honeybook, or any other CRM system for their clients. This CRM Set-Up Contract Template Covers Situations Like - A detailed project schedule to keep both you and your client on the right track- Both Client responsibilities and your responsibilities as they relate to setting up a new CRM workflow - What happens when your client is late in meeting the deadlines set forth in the Agreement - How to handle when your client wants to incorporate new ideas and changes to the project scope - Maintaining strict confidentiality of all client information divulged as part of the project - and much more! → Click on “What's Included” to see all features included. Bonus Features A video tutorial by Paige on how to use your contract template with our easy step-by-step process. Tips throughout the contract template from a lawyer on how to customize it to YOUR business. Any updates from The Legal Paige. We update our contracts often so you don’t fall behind on legal trends. → Click on “Template Features” to see all features included. Frequently Asked Questions What does my purchase come with? Your purchase comes with both PDF and Word versions of each contract template and clearly marked fill-in-the-blanks with simple instructions. Are these contracts customizable? Yes! This is YOUR contract, so you can always add, take away, or modify as needed. Easily customize your contracts using Microsoft Word or Google Docs. ADDITIONAL QUESTIONS Have additional questions about the CRM Set-Up Contract Template? Contact us HERE.
