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