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Operations Setup + CRM Customization Package
This hands-on implementation package is designed to help your team create a more efficient, organized, and scalable operation.
We customize and configure your CRM, Sphere transaction management system, and database structure to align with your market, local contracts, business model, and workflow. This includes building custom transaction checklists, custom contract fields, and workflow automations that support consistency and streamlined communication across your team.
What's Included:
Database organization, segmenting and loading to Sphere
Sphere transaction management setup and configuration
Custom transaction checklists
Custom contract fields and workflow structure
Dropbox integration with transaction management
Operations team training
Team-wide system training and implementation
Video tutorial library for ongoing reference
Structural setup and customization for one account
Two 1:1 customization + strategy meetings per week for the first 5 weeks
Implementation + Coaching Support
Successful implementation requires more than simply setting up systems. To ensure adoption and long-term success, this package includes ongoing coaching and support throughout the rollout process.
Seven 1:1 Implementation meetings from week 6-12
Strategic guidance for leadership and operations team
Workflow troubleshooting and optimization
The goal is to ensure your team not only has the right systems in place but also understands how to use them consistently and effectively.
Additional Accounts
The package includes setup and customization for two accounts. Additional account duplication and setup is available for $650 per account.
Operations Setup + CRM Customization Package
This hands-on implementation package is designed to help your team create a more efficient, organized, and scalable operation.
We customize and configure your CRM, Sphere transaction management system, and database structure to align with your market, local contracts, business model, and workflow. This includes building custom transaction checklists, custom contract fields, and workflow automations that support consistency and streamlined communication across your team.
What's Included:
Database organization, segmenting and loading to Sphere
Sphere transaction management setup and configuration
Custom transaction checklists
Custom contract fields and workflow structure
Dropbox integration with transaction management
Operations team training
Team-wide system training and implementation
Video tutorial library for ongoing reference
Structural setup and customization for one account
Two 1:1 customization + strategy meetings per week for the first 5 weeks
Implementation + Coaching Support
Successful implementation requires more than simply setting up systems. To ensure adoption and long-term success, this package includes ongoing coaching and support throughout the rollout process.
Seven 1:1 Implementation meetings from week 6-12
Strategic guidance for leadership and operations team
Workflow troubleshooting and optimization
The goal is to ensure your team not only has the right systems in place but also understands how to use them consistently and effectively.
Additional Accounts
The package includes setup and customization for two accounts. Additional account duplication and setup is available for $650 per account.