{"title":"Done-For-You CRM Setup","description":"\u003cp\u003eDon't have time to set up a new system? We do it for you. We import your customer list (up to 1,000 rows), set your pipeline stages, team and goals, add your branding, walk you through it on a 30-minute setup call and send a walkthrough video. Includes 10 team seats and 30 days of email support.\u003c\/p\u003e\u003cp\u003eGrowing team? Add seats in packs of 5, up to 25. For more than that, or a system built around your own process, see \u003ca href=\"\/pages\/custom-crm\"\u003eCustom CRM \u0026amp; Business Systems\u003c\/a\u003e.\u003c\/p\u003e","products":[{"product_id":"real-estate-crm-done-for-you-setup","title":"Real Estate CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Real Estate CRM + Live Dashboard built around your business: your client list imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for real estate agents and teams. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Real Estate CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour client list imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour client list as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour stages from new lead to closed\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClient database for buyers, sellers, investors and renters: source, status, price range, pre-approval, lender and next follow-up\u003c\/li\u003e\n\u003cli\u003ePipeline by stage with commission %, brokerage split, projected GCI, net to you and weighted GCI\u003c\/li\u003e\n\u003cli\u003eContract-to-close tracker for inspection, appraisal, financing, walkthrough and closing deadlines, with color alerts\u003c\/li\u003e\n\u003cli\u003eFollow-up list that turns red when overdue, plus a needs-attention-today list on the dashboard\u003c\/li\u003e\n\u003cli\u003eLead source ROI: spend, cost per lead and cost per closing by source\u003c\/li\u003e\n\u003cli\u003ePast clients: home anniversaries, birthdays and touches due this month\u003c\/li\u003e\n\u003cli\u003eAnnual goal gauges for GCI, closings and follow-up compliance\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Pipeline, Transactions, Clients, Lead Sources, Past Clients and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a deal with no stage, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916192776439,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero.jpg?v=1793608828"},{"product_id":"small-business-crm-done-for-you-setup","title":"Small Business CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Small Business CRM + Live Dashboard built around your business: your customer or lead list imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for small business owners. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Small Business CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer or lead list imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer or lead list as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eThe steps a customer goes through with you, from first contact to paid\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eContacts for leads, customers, partners and vendors, with source, owner and next follow-up\u003c\/li\u003e\n\u003cli\u003eSales pipeline by stage with win probability, weighted value and deals with no recent activity\u003c\/li\u003e\n\u003cli\u003eFollow-up tracker: overdue turns red, due today turns amber\u003c\/li\u003e\n\u003cli\u003eJobs and orders from quoted to paid, with balance owed and receivables aging\u003c\/li\u003e\n\u003cli\u003eRevenue goals for the month and year, win rate, average deal size and sales cycle\u003c\/li\u003e\n\u003cli\u003eTeam leaderboard: won revenue and follow-ups by team member\u003c\/li\u003e\n\u003cli\u003eTop customers, lead source conversion and repeat customers\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Sales Pipeline, Jobs \u0026amp; Orders, Customers, Team, Reports and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a deal with no stage, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916193857783,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_40cbe144-81b8-4f40-912a-ddfe5bea12ab.jpg?v=1793608940"},{"product_id":"auto-repair-shop-crm-done-for-you-setup","title":"Auto Repair Shop CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Auto Repair Shop CRM + Live Dashboard built around your business: your customer list (an export from your shop software works) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for auto repair shop owners and service managers. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Auto Repair Shop CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer list (an export from your shop software works) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer list (an export from your shop software works) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour RO statuses, pay types, advisors and techs\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRepair orders with advisor, tech, pay type, hours sold and actual, labor, parts and sublet sales and costs, and comebacks\u003c\/li\u003e\n\u003cli\u003eCar count, ARO, effective labor rate, hours per RO, gross profit % and comeback rate\u003c\/li\u003e\n\u003cli\u003eTech productivity, proficiency and bay utilization, by tech\u003c\/li\u003e\n\u003cli\u003eDeclined work follow-up list, with recovered dollars when the work sells later\u003c\/li\u003e\n\u003cli\u003eCustomers, vehicles and retention, with vehicles due for service and not booked\u003c\/li\u003e\n\u003cli\u003eAppointments for the next 14 days, show rate and how they were booked\u003c\/li\u003e\n\u003cli\u003eGoal gauges for sales, car count, hours sold and labor rate, prorated by selling day\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Repair Orders, Techs \u0026amp; Productivity, Declined Work, Customers \u0026amp; Retention, Appointments and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an RO with hours sold but no tech, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916202770679,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_15569159-d251-4887-8a3e-ef3a258190d3.jpg?v=1793609026"},{"product_id":"contractor-home-services-crm-done-for-you-setup","title":"Contractor \u0026 Home Services CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Contractor \u0026amp; Home Services CRM + Live Dashboard built around your business: your customer or lead list imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for contractors and home service companies (construction, roofing, landscaping, HVAC, plumbing and more). Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Contractor \u0026amp; Home Services CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer or lead list imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer or lead list as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour steps from lead to estimate to job to paid, plus your job types and crews\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLeads and estimates with source, status, close rate and why jobs were lost\u003c\/li\u003e\n\u003cli\u003eJobs with crew, schedule, contract, change orders, budget vs actual cost and hours\u003c\/li\u003e\n\u003cli\u003eJob costing: estimated vs actual margin by job type, and jobs trending over budget\u003c\/li\u003e\n\u003cli\u003eCrew schedule and utilization by crew\u003c\/li\u003e\n\u003cli\u003eDeposit, progress and final invoices, with AR aging and days to pay\u003c\/li\u003e\n\u003cli\u003eReviews by platform and rating, plus a follow-up list that turns red when overdue\u003c\/li\u003e\n\u003cli\u003eGoal gauges for revenue, sales, close rate and gross margin\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Leads \u0026amp; Estimates, Jobs \u0026amp; Schedule, Job Costing, Crews, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a job with no crew, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916203163895,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_e82f1577-4c1c-4b92-85e5-55f151e880bc.jpg?v=1793609111"},{"product_id":"electrician-crm-done-for-you-setup","title":"Electrician CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Electrician CRM + Live Dashboard built around your business: your customer list imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for electrical contractors. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Electrician CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer list imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer list as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour steps from call or lead to estimate to job to paid, plus your job types and techs\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eService calls with dispatch, arrival and completion times, first-time fix and ticket amount\u003c\/li\u003e\n\u003cli\u003eProjects and estimates: backlog, close rate and project margin\u003c\/li\u003e\n\u003cli\u003ePermits and inspections: permit pipeline, upcoming inspections and first-attempt pass rate\u003c\/li\u003e\n\u003cli\u003eService agreements: recurring revenue (MRR), renewals in the next 30 days and visits used\u003c\/li\u003e\n\u003cli\u003eBillable utilization and hours by tech\u003c\/li\u003e\n\u003cli\u003eInvoices with AR aging and days to pay, plus reviews and a follow-up list\u003c\/li\u003e\n\u003cli\u003eGoal gauges for revenue, billable utilization, inspection pass rate and MRR\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Service Calls \u0026amp; Dispatch, Projects \u0026amp; Estimates, Permits \u0026amp; Inspections, Service Agreements, Techs, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a service call with no tech, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916212076791,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_4138fc67-e35d-48cb-b7a3-5c112022e01e.jpg?v=1793609197"},{"product_id":"crm-extra-team-seats","title":"Extra Team Seats (+5) for CRM + Live Dashboard","description":"\u003cp\u003e\u003cstrong\u003eAdd 5 more people to your team's live dashboard.\u003c\/strong\u003e For any Buckeye CRM + Live Dashboard. After you order, we add 5 seats to your team within 1 business day, up to 25 seats in total.\u003c\/p\u003e\u003ch3\u003eWorks with\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eReal Estate CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eSmall Business CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eAuto Repair Shop CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eContractor \u0026amp; Home Services CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eElectrician CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eInsurance Agency CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eCleaning Business CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eSalon \u0026amp; Spa CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003ePhotographer CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003ePrint Shop CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eLawn Care \u0026amp; Landscaping CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003ePressure Washing CRM + Live Dashboard\u003c\/li\u003e\n\u003cli\u003eDumpster Rental CRM + Live Dashboard\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eOrder this add-on. Then reply to your order confirmation email (or email sales@buckeyebrandingcompany.com) with the account owner's email and which CRM you have.\u003c\/li\u003e\n\u003cli\u003eWe add 5 seats to that team within 1 business day and email you when they're ready.\u003c\/li\u003e\n\u003cli\u003eThe account owner opens the dashboard, taps \u003cstrong\u003eTeam\u003c\/strong\u003e and adds teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eSelf-serve CRMs include 3 seats and Done-For-You includes 10. Each pack adds 5, up to 25 seats per team.\u003c\/li\u003e\n\u003cli\u003eSeats belong to your team, so you can remove someone and add someone else anytime.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed more than 25 people? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e.\u003c\/li\u003e\n\u003cli\u003eThis is a digital add-on; nothing ships.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916212830455,"sku":null,"price":199.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/seats-01_19e3f7d6-df53-4011-b525-06e0ac80b6b7.jpg?v=1793609283"},{"product_id":"insurance-agency-crm-done-for-you-setup","title":"Insurance Agency CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Insurance Agency CRM + Live Dashboard built around your business: your client or household list (an export from your agency management system works) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for independent and captive insurance agents and small agencies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Insurance Agency CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour client or household list (an export from your agency management system works) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour client or household list (an export from your agency management system works) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour lines of business, carriers, lead sources and producers, plus each producer's monthly goals\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eHouseholds, quotes and policies with line, carrier, producer, effective and expiration dates, premium and commission\u003c\/li\u003e\n\u003cli\u003eRenewals in the next 30, 60 and 90 days, with review status and rate change on each renewal offer\u003c\/li\u003e\n\u003cli\u003eRenewal risk flags from a rule you can see: pending cancellation, rate increase at or above your alert %, monoline, first renewal, not reviewed\u003c\/li\u003e\n\u003cli\u003ePolicy and premium retention, retention by line, and cancellations by reason\u003c\/li\u003e\n\u003cli\u003eX-date calendar for the next 12 months and a call list; passed X-dates roll forward 6 or 12 months\u003c\/li\u003e\n\u003cli\u003eCross-sell list of monoline households with the next line to offer, plus bundle, umbrella and life penetration\u003c\/li\u003e\n\u003cli\u003eLead source ROI: cost per lead, cost per bind and first-year commission per $1 spent\u003c\/li\u003e\n\u003cli\u003eProducer scorecards against each producer's own monthly goal, and commission by month, line and carrier\u003c\/li\u003e\n\u003cli\u003ePre-filled renewal review and X-date emails that open in your own email app, plus tap-to-call (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Pipeline \u0026amp; Quotes, Policies \u0026amp; Book, Renewals \u0026amp; Retention, X-Dates, Producers, Commissions and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an active policy whose expiration date is weeks past, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768041719,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_00343cb1-7200-4bb9-8d46-b36e7a9f807e.jpg?v=1793638337"},{"product_id":"photographer-crm-done-for-you-setup","title":"Photographer CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Photographer CRM + Live Dashboard built around your business: your client and inquiry list (from your studio software, email or an old spreadsheet) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for wedding, portrait and commercial photographers, videographers and event vendors. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Photographer CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour client and inquiry list (from your studio software, email or an old spreadsheet) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour client and inquiry list (from your studio software, email or an old spreadsheet) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour event types, packages and inquiry steps (new to booked), plus your gallery delivery days and peak season\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eInquiries with event date, source, referrer, budget and first response time, plus a reply queue (unanswered first, then date conflicts)\u003c\/li\u003e\n\u003cli\u003eYour own booking rate by how fast you replied, and lead source conversion and revenue\u003c\/li\u003e\n\u003cli\u003eSaturday availability for the next 12 months, with open peak-season Saturdays counted\u003c\/li\u003e\n\u003cli\u003eSeason pacing: each coming month's bookings vs where you stood on this same date last year\u003c\/li\u003e\n\u003cli\u003ePayment schedules: due soon, overdue, aging, and bookings whose payments don't add up to the contract\u003c\/li\u003e\n\u003cli\u003eGallery workflow board (culling, editing, client review, delivered) with turnaround against your gallery days\u003c\/li\u003e\n\u003cli\u003eProfit per booking and per hour, from expenses and hours you log\u003c\/li\u003e\n\u003cli\u003eTop referrers, review requests and repeat clients\u003c\/li\u003e\n\u003cli\u003ePre-filled inquiry replies, payment reminders, timeline requests and review requests that open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Inquiries \u0026amp; Pipeline, Bookings \u0026amp; Calendar, Payments, Deliverables, Clients \u0026amp; Referrals and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a signed booking with no signed date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768107255,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_f25d07e0-fc23-4673-a606-5396b1f9d314.jpg?v=1793638520"},{"product_id":"pressure-washing-crm-done-for-you-setup","title":"Pressure Washing CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Pressure Washing CRM + Live Dashboard built around your business: your customer list (from your scheduling software, invoices or phone contacts) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for pressure washing, soft washing and exterior cleaning companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Pressure Washing CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer list (from your scheduling software, invoices or phone contacts) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer list (from your scheduling software, invoices or phone contacts) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour services, price per sq ft or minimum charges, crews and a revenue goal for each month of your season\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLeads and quotes with reply time, close rate by quote size and price per sq ft won vs lost\u003c\/li\u003e\n\u003cli\u003eSuggested price on each quote from your Settings price table (price per sq ft and minimum charge)\u003c\/li\u003e\n\u003cli\u003eJobs with crew, labor cost, job profit and margin %, plus a 3-week schedule against your daily goal\u003c\/li\u003e\n\u003cli\u003eSeasonal revenue goals: set a goal for each month and every gauge prorates by work day\u003c\/li\u003e\n\u003cli\u003eRevenue per crew-day with per-crew gauges and a crew scorecard ($\/day, $\/labor hour, margin, rain moves)\u003c\/li\u003e\n\u003cli\u003eRebook pipeline: last-ticket revenue coming due over the next 12 months at your own rebook rate\u003c\/li\u003e\n\u003cli\u003eCommercial contracts with next visit due, overdue visits and renewals\u003c\/li\u003e\n\u003cli\u003eAlerts for completed jobs with no invoice, low-margin jobs and leads waiting for a reply\u003c\/li\u003e\n\u003cli\u003eToday's route with Call and Map buttons, plus rebook, quote follow-up and renewal messages to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Leads \u0026amp; Quotes, Jobs \u0026amp; Schedule, Recurring \u0026amp; Commercial, Customers \u0026amp; Rebooks, Job Profit \u0026amp; Crews, Invoices and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a won quote with no decision date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768303863,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_c178db2e-5ce4-493e-bfe6-d1e3c79eff66.jpg?v=1793638628"},{"product_id":"dumpster-rental-crm-done-for-you-setup","title":"Dumpster Rental CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Dumpster Rental CRM + Live Dashboard built around your business: your customer list (contractors and homeowners) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for roll-off dumpster rental companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Dumpster Rental CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer list (contractors and homeowners) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer list (contractors and homeowners) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour container sizes with base price, days and tons included, plus your containers, trucks and landfills\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRentals with size, container, truck, delivery and pickup dates, tons, overage and extra days, with a rental total that figures itself\u003c\/li\u003e\n\u003cli\u003e14-day availability by size, color coded, with a running-low alert and the date it runs low\u003c\/li\u003e\n\u003cli\u003eDispatch board for today and the next work day, grouped by truck, with Call and Map buttons, plus a driver run list to copy\u003c\/li\u003e\n\u003cli\u003eBilling check: rentals billed less than their total, and extra-day charges building on rentals still out\u003c\/li\u003e\n\u003cli\u003eUtilization and revenue by size, idle containers, and quotes turned away because no container was free\u003c\/li\u003e\n\u003cli\u003eLandfill cost per ton by facility, margin per rental by size and overweight share\u003c\/li\u003e\n\u003cli\u003eSeasonal monthly revenue goals plus goals for utilization, margin per rental, hauls per truck-day and landfill cost per ton\u003c\/li\u003e\n\u003cli\u003eContractors gone quiet, with a check-in message to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003cli\u003eInvoices with AR aging and days to pay\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Dispatch Board, Rentals, Fleet \u0026amp; Utilization, Landfill \u0026amp; Margins, Customers, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a rental with no delivery date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768434935,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_44516e2a-8281-437b-b50a-41efe3fa7073.jpg?v=1793638738"},{"product_id":"cleaning-business-crm-done-for-you-setup","title":"Cleaning Business CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Cleaning Business CRM + Live Dashboard built around your business: your client list (with each client's frequency and price) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for residential maid services and commercial cleaning companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Cleaning Business CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour client list (with each client's frequency and price) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour client list (with each client's frequency and price) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour services and visit frequencies, your cleaners and pay rates, and your office hours\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClients with frequency (weekly, biweekly, monthly, plus commercial 2x, 3x and 5x weekly), price, cleaner and status\u003c\/li\u003e\n\u003cli\u003eVisits with cleaners and labor hours, and labor cost including payroll burden and optional drive minutes\u003c\/li\u003e\n\u003cli\u003eRecurring clients due but not scheduled, and a two-week team-by-day capacity grid\u003c\/li\u003e\n\u003cli\u003ePrice review: clients under your $ per labor hour goal, the price at goal and the monthly lift\u003c\/li\u003e\n\u003cli\u003eSkip reasons and repeat skippers, 3\/6\/12-month retention, lifetime value and a win-back list\u003c\/li\u003e\n\u003cli\u003eLead response time counted in office hours, a not-contacted-yet alert, and cost per lead and per new client by source\u003c\/li\u003e\n\u003cli\u003eMonth forecast: done plus booked plus recurring not yet booked, against your goal\u003c\/li\u003e\n\u003cli\u003eComplaints and quality, with a printable quality checklist tab\u003c\/li\u003e\n\u003cli\u003eCopy tomorrow's reminder texts or each cleaner's day list, or open email drafts in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Schedule, Clients \u0026amp; Recurring, Leads \u0026amp; Quotes, Team \u0026amp; Labor, Quality, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a cancelled client with no cancel date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768500471,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_327221f7-38f4-4666-8c06-2561f7731197.jpg?v=1793638845"},{"product_id":"lawn-care-landscaping-crm-done-for-you-setup","title":"Lawn Care \u0026 Landscaping CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Lawn Care \u0026amp; Landscaping CRM + Live Dashboard built around your business: your customer and property list imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for lawn care, landscaping and fertilization companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Lawn Care \u0026amp; Landscaping CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer and property list imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer and property list as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour services and season (start and end months), your crews, and this season's contracts and fert program\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eProperties and contracts by service and season, with next season's renewals tracked as sent, signed, declined or not sent\u003c\/li\u003e\n\u003cli\u003eVisits with crew, minutes and crew size, so man-hours, crew cost and revenue per man-hour figure themselves\u003c\/li\u003e\n\u003cli\u003eRoute-day table (stops per day, minutes per stop, $ per man-hour) and a mowing price check against your goal\u003c\/li\u003e\n\u003cli\u003eRain make-up check and rain-day counts, with rain-delay texts to copy\u003c\/li\u003e\n\u003cli\u003eFert program rounds applied vs planned\u003c\/li\u003e\n\u003cli\u003eUpsell attach rate and a no-upsell-yet call list, plus estimates with close rate and follow-ups\u003c\/li\u003e\n\u003cli\u003eInstall job costing (margin, hours vs budget) and a three-week install timeline\u003c\/li\u003e\n\u003cli\u003eSeason-aware revenue goals (the off-season shows no goal) and season-over-season renewal rate\u003c\/li\u003e\n\u003cli\u003eCopy each crew's route, print a crew day sheet, and copy reminders for renewals still waiting (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Routes \u0026amp; Schedule, Customers \u0026amp; Contracts, Estimates \u0026amp; Upsells, Install Jobs, Crews \u0026amp; Productivity, Invoices \u0026amp; AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a contract with no season, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768566007,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_5aa8935c-beaf-46ec-8ff5-7f5819231cb2.jpg?v=1793638957"},{"product_id":"print-shop-crm-done-for-you-setup","title":"Print Shop CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Print Shop CRM + Live Dashboard built around your business: your customer list (an export from your shop software or invoices works) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for custom apparel and print shops: screen printing, DTF, embroidery, laser engraving, UV printing, awards and signs. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Print Shop CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour customer list (an export from your shop software or invoices works) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour customer list (an export from your shop software or invoices works) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour print methods and pieces per day, your price breaks and your blank suppliers\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eQuotes and orders by print method, with stage, due date, blank, supply and labor cost, and margin\u003c\/li\u003e\n\u003cli\u003eCapacity planner: open orders scheduled by method at your pieces per day, a 10-workday load grid and jobs at risk of missing the due date\u003c\/li\u003e\n\u003cli\u003e\"When could a new job finish?\" check before you promise a date\u003c\/li\u003e\n\u003cli\u003eProof alerts weighted by due date, plus blanks-not-in and late purchase order alerts\u003c\/li\u003e\n\u003cli\u003eDeposit policy alert, ready-shelf balances and pickup reminders\u003c\/li\u003e\n\u003cli\u003eProfit by method: earned per labor hour, price per piece, margin by quantity break, rush vs standard and misprint rate\u003c\/li\u003e\n\u003cli\u003eSupplier on-time scorecard and a quote check calculator\u003c\/li\u003e\n\u003cli\u003eDaily run list per method and a printable job ticket with sign-off lines\u003c\/li\u003e\n\u003cli\u003eQuote follow-up, proof reminder, pickup and reorder messages to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Quotes, Orders \u0026amp; Production Board, Proofs \u0026amp; Art, Customers \u0026amp; Reorders, Profit by Method and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an order with no due date, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768697079,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_3c7efb94-a591-4d3c-a243-e0d970d27d3a.jpg?v=1793639065"},{"product_id":"salon-spa-crm-done-for-you-setup","title":"Salon \u0026 Spa CRM + Live Dashboard: Done-For-You Setup","description":"\u003cp\u003e\u003cstrong\u003eWe set it up for you.\u003c\/strong\u003e Get the Salon \u0026amp; Spa CRM + Live Dashboard built around your business: your client list (an export from your booking software works) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eMade to order.\u003c\/strong\u003e After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.\u003c\/p\u003e\u003cp\u003eMade for hair salons, barbershops, nail and lash studios, day spas and med spas. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEverything in the Salon \u0026amp; Spa CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card\u003c\/li\u003e\n\u003cli\u003eYour client list (an export from your booking software works) imported from a spreadsheet or CSV, up to 1,000 rows\u003c\/li\u003e\n\u003cli\u003eYour pipeline stages, team, goals and business name set for you\u003c\/li\u003e\n\u003cli\u003eA 30-minute setup call\u003c\/li\u003e\n\u003cli\u003eA walkthrough video of your finished CRM\u003c\/li\u003e\n\u003cli\u003e10 team seats, with your team added for you\u003c\/li\u003e\n\u003cli\u003e30 days of email support after delivery\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat happens after you order\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrder.\u003c\/strong\u003e We email you within 1 business day to schedule your setup call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup call (30 minutes).\u003c\/strong\u003e We confirm your stages, team, goals and business name, and collect your list.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWe build.\u003c\/strong\u003e We import your list, set everything up and load it into your live dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview and go.\u003c\/strong\u003e You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eHave these ready for the call\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eYour client list (an export from your booking software works) as a spreadsheet or CSV export (up to 1,000 rows)\u003c\/li\u003e\n\u003cli\u003eYour service menu (prices, durations and rebook weeks), your providers with commission or booth rent, and any memberships\u003c\/li\u003e\n\u003cli\u003eThe names and emails of the people who will use it (up to 10 seats, including you)\u003c\/li\u003e\n\u003cli\u003eYour logo, if you'd like it on your workbook\u003c\/li\u003e\n\u003cli\u003eWhether you'll use Microsoft Excel or Google Sheets\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eAppointments with provider, service, status, duration, ticket, retail and tips\u003c\/li\u003e\n\u003cli\u003ePersonal due-back dates from each client's own cycle or the service's rebook weeks, with an overdue-regulars call list (VIPs first)\u003c\/li\u003e\n\u003cli\u003eFill the gaps: open slots per provider on the next open day, with suggested clients who are due back\u003c\/li\u003e\n\u003cli\u003eDay book for today and the next 7 days, and a repeat no-show flag\u003c\/li\u003e\n\u003cli\u003eProvider scorecard: occupancy, rebooking, new-client 90-day return, $ per hour, commission owed, tips and booth rent\u003c\/li\u003e\n\u003cli\u003eService and category scorecards, retail attach rate and a busy-times heat map\u003c\/li\u003e\n\u003cli\u003eMemberships: MRR trend, ending soon, package sessions owed and member vs non-member visit frequency\u003c\/li\u003e\n\u003cli\u003eBirthdays this month, plus six message templates to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Appointments \u0026amp; Calendar, Clients \u0026amp; Retention, Staff Performance, Services \u0026amp; Retail, Memberships and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an appointment for a service that isn't on your Services tab, the dashboard tells you.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eDone-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 more at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMade to order. This is a setup service plus a digital product; nothing ships.\u003c\/li\u003e\n\u003cli\u003eWe import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields, more than 25 people or something built from scratch? Ask about a \u003ca href=\"\/pages\/custom-crm\"\u003efully custom CRM\u003c\/a\u003e (from $3,000).\u003c\/li\u003e\n\u003cli\u003eBecause every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768762615,"sku":null,"price":997.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/dfy-01-hero_87742d67-36f5-40ee-bda2-89cffdf23545.jpg?v=1793639174"}],"url":"https:\/\/buckeyebrandingcompany.com\/collections\/done-for-you-crm-setup.oembed","provider":"The Buckeye Branding Company","version":"1.0","type":"link"}