Your free 30-minute CRM call with Andy is confirmed. You’ll get a calendar invite and a quick confirmation email within the next few minutes. If it doesn’t land in the inbox, check spam.
No homework needed, but a couple of things to think about so we hit the ground running.
One sentence: what would “a CRM working properly” unlock for your business in the next 90 days? More leads through, fewer falling out the bottom, clearer reporting, something else?
If you already have a CRM, jot down what works and what doesn’t. If you don’t, jot down what you’re using instead (spreadsheets, inbox, sticky notes). No judgment.
Just you? A team of three? An agency or VA helping out? Knowing who touches the CRM shapes the recommendation.
The calendar invite you’ll get has a reschedule link. Or call us on 01543 524594 or email hello@initialit.co.uk and we’ll sort it.
Twenty pages on how to choose, manage and exit an IT support relationship without the headache. Written for owners, not techies.
Real businesses, real stacks, real outcomes. See how we’ve helped Lichfield and Midlands firms simplify and secure their IT.
Managed IT support, cyber security, Microsoft 365, business automation & CRM, Copilot rollouts and more. UK helpdesk, named team.