{"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","url":"https:\/\/buckeyebrandingcompany.com\/products\/print-shop-crm-done-for-you-setup","provider":"The Buckeye Branding Company","version":"1.0","type":"link"}