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Capsule CRM Set up - Streamline your consultancy in just four weeks

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Why this works

  1. If the thought of having to work out how to set it up yourself brings you out in hives, my done-for-you service removes that fear. 
     

  2. You're busy and don't have time to spend building Capsule (and you don't need to know the nuts and bolts of it, you just need it to deliver results).
     

  3. Having worked in consultancy practices, I understand how they operate and can add value with suggestions of what has worked well in other businesses.
     

  4. No protracted build because you get distracted with your day-to-day business. Rather than fiddling about with it in the margins, taking months to do the work, or deciding it's too much effort and your spreadsheets were ok really, with my focus and guidance, you'll be up and running in four weeks flat.

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Fast-track option

Short on time and working with a simpler setup? I can deliver the project in just two weeks for an additional fee, provided you can supply the necessary inputs and approvals quickly.

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What works

The key ingredients for success are:

  • You have the time to spend at the outset, so I can get the information needed to build Capsule for you.
    Typically, I do this over two meetings lasting between 1-2 hours each.
    It also gives you the opportunity to think about your business and where you want to take it.
     

  • This one is really important. You have someone who can run the back-end of Capsule. Ideally, they will be an administrator or assistant who works with you. You don't need the headache of managing new users, or adding new templates, boards or automations. That's not your key area of skill, and is an expensive use of your time. 
    If you need help getting someone, even if it's part-time, I can support you with that.
     

  • You commit to you and your team using it. The benefits of Capsule are enormous and transformative. But only if you use it. Embed it as the backbone of your business. Capture all information relating to your contacts, leads, projects and delivery. Use it to manage your team meetings where everyone can see the dashboards and know what's going on.
     

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The Business Systems Build package

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Still juggling spreadsheets, sticky notes, and scattered sales info? If you're running a growing consultancy, managing everything manually isn't just inefficient, it's risky:
 

  • Leads fall through the cracks.

  • Projects lack oversight.

  • Delegating feels like losing control.

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If you want:

  • To be able to delegate to your team but not lose sight of what’s happening

  • Consistent processes to deliver and maintain high standards of quality and service for your clients

  • Consistent processes to improve your sales conversions to ensure a steady flow of clients and projects

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Then you need a tool that can help you.


Capsule CRM is a simple, powerful tool that brings your sales, delivery, and team coordination into one place. With my support, you’ll have a fully tailored, ready-to-run system that works for your business, without the tech stress.

​'Done for you' Capsule CRM set up.

This four-week accelerator package gives you more than a tool; it gives you a structured way to run and grow your consultancy with confidence.


Here’s what the package includes:

Week 1 - Map and design

We'll work together to:

  • Understand your business, your goals and map the end-to-end flow.

  • Define key fields, workflows and user roles to ensure Capsule works for you.

  • Audit your current data and identify what needs importing

Week 2 - Data gathering

  • You provide your client and prospect data (ideally in Excel, but other formats are OK)

  • I'll support you with templates and advice on how to extract what’s needed​

Week 3 - Build and test​

I get to work! I'll:

  • Clean, consolidate, and de-duplicate your data

  • Build Capsule for you with the custom fields, tracks, and automations we designed in Week 1

  • Import a test sample of data to make sure it's all going to the right places.

  • Walk you through the system for feedback

Week 4 - Finalise and launch​

  • I'll run test scenarios to make sure the system behaves as expected

  • Make any final refinements

  • Deliver the handover and run team training sessions

  • I will provide recorded training videos for on-going reference

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Post go-live support

I won't leave you, never to be seen again! I want to make sure that everything is working as it should. So you'll get two weeks of hands-on support for any questions, tweaks, or clarifications.


If you need integrations with tools like Xero or Transpond? Or want bespoke email templates? These are available as extras - just ask.

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Ready to reclaim control and build capacity?

Book a free 30-minute call now. There's no pressure, just a practical chat about what's possible and if it's right for you and your business. If it's not, I will tell you and recommend other suitable options.

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