Done-for-you path
Let DaveCRM and Honen design the workflows, pipelines and automation around the way your business actually sells. The goal is not to turn on every feature. It is to build a process your team can use.
Book a discovery callDone-for-you implementation is delivered through Honen. Scope depends on the business and is agreed after discovery.
A practical implementation process
Understand the business, lead sources, team and commercial goals.
Document what should happen from the first enquiry to the next step.
Plan the account structure, pipelines, stages, ownership and reporting.
Configure the agreed forms, calendars, routing, communications and workflows.
Walk through the important paths and check that the system behaves as intended.
Put the agreed process into use with a clear handover plan.
Help the people using the system understand what happens next and why.
Continue improving the system only where ongoing work is included in scope.
What may be included
Depending on the situation, implementation work may cover:
Do it yourself
Get the underlying platform directly and build your own CRM, pipeline and automation system with HighLevel’s resources and support.
Start with GoHighLevelDisclosure: DaveCRM is an independent HighLevel affiliate. We earn a commission if you purchase HighLevel through this link, at no additional cost to you.
Done for you
DaveCRM and Honen can map your sales process and configure pipelines, calendars, automations and follow-up around the way your business actually sells.
Book a discovery callDone-for-you implementation is delivered through Honen. Scope is agreed after discovery.
