
CRM/Automation Setup
Pipeline configuration, automations, segmentation, follow-up flows, reminders, and integrated checkout links.
A complete CRM and automation system built for lead management, follow-up, and conversions. This includes pipeline configuration, audience segmentation, automations, tagging structure, task reminders, and follow-up flows that ensure no lead is lost. Integrated checkout links are added so prospects can move from interest to purchase without manual steps. The system is built to support coaching sales, digital products, event registration, and future scaling.
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