Save time to make more money with the right CRM that’s like your very own virtual assistant (but better!)
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You’re beyond busy and want to keep growing your business
You’ve worked hard to build your business and it’s doing well. But you feel like you’re constantly juggling and sometimes things get left behind. Because there’s so much going on that things are starting to slip through the cracks… like keeping on top of enquiries, keeping in touch with clients, following up on quotes, or chasing up that invoice that hasn’t been paid… (!).
You know you need help so you’re looking for a virtual assistant. But did you know that the right CRM system can do all of this for you, without the headaches of hiring, paying for and managing an employee?
At this point you might be wondering: how do I choose a CRM from the confusing list of contenders, let alone have the time and techspertise needed to get it set up..?
Imagine if there was a way for you to get an expert to recommend the right, affordable CRM solution to suit your business. Then set up automated client communication for you, take care of the tech, and train and support you with your new system…
Cherri Truffle sets up your business for growth to give you more time to focus on the important stuff
Setting up the wrong CRM can be time consuming, cause headaches and look unprofessional to potential clients (as can hiring the wrong virtual assistant!). So why waste time and money when you can work with an expert who sets up your CRM to do all those important jobs (and more) like magic?
The right CRM automation is like having your own virtual assistant (but better) because there’s no need to find the right person, train them, pay wages, then manage any problems.
🗸 Getting back more time while you make more money with smart, automated client communication workflows
🗸 Knowing that your invoices are being followed up on autopilot
🗸 Having follow up emails sent to clients without even thinking about it
🗸 Feeling professional with branded, consistent client communication
🗸 A system that automatically adds client appointments to your calendar
🗸 Standard, professional proposal, quotation, invoice and payment follow-up templates
🗸 Finally being able to work on your business more instead of in your business
We make this happen for you in three easy steps:
We meet with you via video call to map the client workflows that work for your business
Your CRM is set up with custom branded templates and emails in just 2-4 weeks
You’ll get full training and support to get started with confidence
With a choice of packages to suit your needs
Targeted, custom automation for one or two key processes you’d like to happen on autopilot with your CRM doing all the hard work for you
Cherri On Top
We’ll work with you to decide on the best CRM for your business based on your needs, make suggestions on improving your workflow, then set up your CRM with full training and support after your launch
The Cherri Best
All the automated email templates your business needs to greet, nurture and keep clients including CRM setup, full training and implementation support
Get more time in your week while you keep building your business. Talk to us now for a free 15 minute discovery call and find out how we help business owners like you:
Like any entrepreneur, my time is important.
I didn’t realise how much of it I was wasting on duplicating processes until Juliette came along
I first approached Juliette because I was spending too much time on things like sending proposals and invoices, scheduling appointments and follow-up client communication. Like waaay too much time.
She set me up with Dubsado which firstly allows me to offer clients bookings online that go directly into my calendar. Then she made a process that took about 7 separate online tasks and two emails to clients, into one login to Dubsado and completing a few details. With the new system, clients get one email with everything they need in it, so it makes my clients’ lives easier too.
Like any entrepreneur, my time is important. I didn’t realise how much of it I was wasting on duplicating processes until Juliette came along. If you’re sick of wading through the same old blah processes and need someone to help you up your efficiency game (read: same time and money), Juliette is your gal!
Want to find out how Cherri Truffle can help your business? To read success stories about businesses like yours
Meet your business’ new best friends
Hi I’m Juliette the founder of Cherri Truffle. We love helping small business owners and online entrepreneurs like you to get more time back (while they achieve more).
As a business owner you have so much (!) to do every day. So why not make life easier by automating and optimising your regular, key client communications?
This is what we do: choose the right CRM for you, work with you to find out your key workflows and processes, then get the CRM set up and branded for your business, ready for you to add the finishing touches and press ‘go’.
If you’re like most business owners, you know that choosing the wrong tech solutions can be time consuming, cost money and cause you headaches. That’s why you should talk to a professional with the system, tech and process know-how who will just get it done for you (hint: us!).
We offer a free 15 minute discovery call, so if you’re feeling stuck and wondering how you can take your business to the next level, get in touch <link to contact page> and let’s chat.
Juliette and the Cherri Truffle team