Our Services
CRM Setup and Ongoing Management
We set up your CRM so all leads, clients, partners, and contacts live in one organized place. This includes building pipelines, tags, custom fields, and workflows, then maintaining the system so data stays clean, updated, and easy to use as your business grows.
Website Design, Updates, and Lead Capture Systems
We build and maintain your website as an active business tool, not just a brochure. This includes pages designed to capture leads, connect forms and calendars, route inquiries correctly, and ensure your website works seamlessly with your CRM and marketing systems.
Forms, Calendars, and Intake Workflows
We create forms and scheduling tools that collect the right information upfront and automate what happens next. From intake questionnaires to booking confirmations, everything is designed to reduce back-and-forth and keep your process smooth for both you and your clients.
Automation for Follow-Ups, Scheduling, and Communication
We build automations that handle reminders, confirmations, follow-ups, and basic communication so nothing falls through the cracks. This keeps your business responsive without requiring you to manually manage every message or task.
Pipeline and Contact Organization
We design pipelines that reflect how your business actually works, whether that’s sales, referrals, onboarding, or partner management. Contacts are organized by status and stage so you always know where someone is in your process.
Marketing System Setup and Management
We set up the systems that support your marketing, including lead tracking, campaign organization, and automation tools. This ensures your marketing efforts are connected to your CRM and follow-up processes instead of living in separate platforms.
Social Media Content Creation and Posting
We help create and post consistent social media content, including copy and graphics, and manage posting schedules. The focus is on keeping your presence active and aligned with your brand without adding extra work to your plate
Email Marketing and Campaign Automation
We build email templates, sequences, and campaigns that support your business goals. This includes newsletters, follow-ups, promotions, and informational emails that are automated and tracked inside your system.
Platform Integrations and Data Cleanup
We connect your tools so they work together properly, whether that’s websites, CRMs, calendars, email, or third-party software. We also clean up duplicate contacts, broken links, and messy data that slow systems down.
Process Mapping and System Documentation
We map out how your business flows from lead to client to follow-up so everything is clear and repeatable. This includes visual process maps and documentation so you understand how your systems work and can scale with confidence.
Project and Task Management System Setup
We organize your projects, tasks, and ongoing work into a clear management system so nothing gets lost. This includes setting up boards, lists, and workflows that help you track progress and priorities.
Ongoing System, Marketing, and Automation Support
We stay involved after setup, providing updates, improvements, troubleshooting, and support. As your business changes, your systems and marketing tools evolve with it instead of breaking or becoming outdated.
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Chantel@Chantella.co
(906) 257-7070
Monday - Friday, 8:00 am - 5:00 pm
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