✅ Thanks! Your CRM Request Is In
We’ve received your request. We’ll review the information provided and contact you in writing to confirm which Project Freedom option fits your situation, answer any questions and explain what would be required to begin.
What Happens Next?
✅ Step 1 — We review your request.
✅ Step 2 — We confirm whether CRM Data Cleanup or a CRM Data Health Assessment best fits your situation and whether the work falls within our standard scope.
✅ Step 3 — We confirm the applicable fixed price and what information is required.
✅ Step 4 — If you decide to proceed, we send the applicable engagement details and invoice. Work begins only after full payment has cleared.
It helps to have the following ready:
CRM platform, such as HubSpot, Zoho or Pipedrive
Approximate number of CRM records
A brief description of the CRM data problem you are experiencing
Questions?
Email: louis.swart@hotmail.com
No payment is required at this enquiry stage. We confirm scope, price and requirements before invoicing.
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