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CRM Setup Guide
Go from zero to a clean, working CRM in one afternoon
$49
One-time purchase, instant access
Everything you need to set up a CRM that your team will actually use. Includes: - Pre-built Notion workspace with 5 pipeline views - Lead scoring template (hot/warm/cold system) - Contact intake form + enrichment checklist - Deal stage automation rules - Weekly review dashboard template - 3 onboarding videos (setup walkthrough) No monthly fees — runs entirely in Notion. Works with any tool, any team size.
What's included
- CRM Setup Notion Template
- Setup Walkthrough Videos
- Quick Start Checklist.pdf
Instant access after payment. Secure checkout via Stripe.