Master Your CRM System Setup with this Must-Do Prep Work

Congratulations! You’ve just invested in a CRM system, a game-changer for your business operations. But before you dive headfirst into setting it up, there’s one critical step that many overlook—preparation.

Without a clear plan, even the best CRM setup can become a source of frustration rather than the efficiency machine you envisioned. That’s why I created the CRM Starter Kit, a free resource to help you hit the ground running and set up your system for success. Whether you’re using 17hats (my CRM of choice) or another CRM, these foundational steps will save you time, reduce errors, and help you get the most out of your investment.

Why Prep Work Matters for CRM Success

1. Streamline Your Setup
   • Jumping into a CRM without a plan is like building a house without a blueprint. Preparation ensures you’re clear on naming conventions, processes, and workflows before you start, so you’re not wasting time undoing or redoing your work later.
2. Create Consistency Across Your Business
   • Consistency is the backbone of any efficient system. By standardizing how you name contacts, organize leads, and structure workflows, you’ll make it easier for yourself (and your team) to use the CRM effectively.
3. Avoid Overwhelm and Frustration
   • A CRM is meant to simplify your business, but starting without a clear plan can feel overwhelming. Prep work helps you approach the setup with confidence and clarity, turning your CRM into a powerful ally instead of a complicated tool.
4. Focus on What Matters Most
   • By outlining your processes in advance, you can design a CRM system that aligns with your business goals. This allows you to focus on serving your clients, converting leads, and growing your business instead of getting stuck in the weeds of a messy setup.

What the CRM Starter Kit Covers

My free CRM Starter Kit is designed to give you a head start by addressing the foundational work that should be done before you dive into your CRM setup. Here’s what’s included:

• Naming Conventions: Establish clear, consistent naming structures for templates and workflows.
• Process Outlines: Map out your client journey and internal processes to identify what needs to be automated or streamlined.
• Tips for Efficiency: Save time with best practices that reduce manual effort and eliminate redundancy.

This is a mini-course with video lessons and supporting resources, and will apply whether you’re using 17hats, another CRM, or even transitioning from spreadsheets to your first system.

Why This Freebie Will Save You Time (and Headaches)

Taking the time to prepare with the CRM Starter Kit can:

• Save you hours of trial and error during the setup phase.
• Help you get organized right from the start.
• Help you get clear with your processes, so you can start saving time right away.
• Help you create a CRM system that scales with your business.

Download the CRM Starter Kit and Get Started Today

Whether you’re just getting started with 17hats or another CRM system, or have been using one for years, the info in this mini course will save you a ton of time in the long run!

Download the CRM Starter Kit for free and get the clarity and confidence you need to make the most of your system, right from the start.

👉 Click here to download the CRM Starter Kit now!

Your CRM is a powerful tool, but only if it’s set up to work for you. Let’s make sure you start out on the right foot!

17hats Referral Code and Free Trial Information

If you want to see what 17hats is all about, click the image to link to a FREE 7 Day Trial, or if you’re ready to purchase, follow the link for 50% off your first year or use the code debmitzel at checkout!

17hats Referral Link

Deb Mitzel is Your 17hats Guide—an experienced Small Business Operations Consultant and Coach, as well as a 17hats Implementation Specialist. With a passion for empowering small business owners, Deb specializes in helping clients reclaim their time so they can focus on building businesses that support their personal and professional dreams. Deb believes in creating an Integrated Life—a harmony where your business and personal life work together to serve you best. She knows that with the right systems, strategies, and a little guidance, you can build a business that is a blessing, not a burden. If you’re ready to simplify your processes and maximize your impact with 17hats or other tailored strategies, Deb offers a Free Discovery Call to explore how she can help. Click below to schedule your call and take the first step toward turning your vision into reality.

Schedule Discovery Call

Disclaimer: Some of the links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that I have experience with all of these companies, and I recommend them because they are helpful and useful, not because of the small commissions I make if you decide to buy something.  Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.