Start organized. Move with clarity.
Every growing business deserves a thoughtful foundation.
The SassyTwenties® Essential Setup brings your customer information and sales opportunities into a clearly organized CRM, tailored to the essentials of how you work.
Created for microbusinesses, solo founders, and small service businesses, this experience establishes a central place for your contacts and a clear path for tracking inquiries and opportunities.
We configure your CRM essentials, import one prepared contact file, and set up one sales pipeline with defined stages. Guided onboarding introduces you to your configured system, helping you build confidence in the tools that support your day.
A considered beginning, with room to grow.
THE EXPERIENCE INCLUDES
Foundational CRM Configuration
Essential contact fields and record organization tailored to your agreed business needs.
One Prepared Contact Import
Import of one client-supplied contact file, formatted and ready for upload.
One Sales Pipeline
Clearly defined stages to help you track inquiries, opportunities, and next steps.
Guided Onboarding
A practical introduction to navigating your CRM, managing contacts, and using your sales pipeline.
WHY IT MATTERS
When customer information has a clear home, it becomes easier to find the details you need and see where each opportunity stands. Essential Setup gives you an organized starting point for managing relationships with greater consistency.
CREATED FOR
Microbusinesses, solo founders, and small service businesses establishing their first CRM or simplifying a basic setup.
Contact limits, configuration details, and onboarding scope are confirmed in your proposal. Data cleanup, complex migration, email templates, automation, and ongoing management are scoped separately. Software subscriptions and third-party charges are separate.
SassyTwenties®
People. Purpose. Progress.
Start organized. Move with clarity.
Every growing business deserves a thoughtful foundation.
The SassyTwenties® Essential Setup brings your customer information and sales opportunities into a clearly organized CRM, tailored to the essentials of how you work.
Created for microbusinesses, solo founders, and small service businesses, this experience establishes a central place for your contacts and a clear path for tracking inquiries and opportunities.
We configure your CRM essentials, import one prepared contact file, and set up one sales pipeline with defined stages. Guided onboarding introduces you to your configured system, helping you build confidence in the tools that support your day.
A considered beginning, with room to grow.
THE EXPERIENCE INCLUDES
Foundational CRM Configuration
Essential contact fields and record organization tailored to your agreed business needs.
One Prepared Contact Import
Import of one client-supplied contact file, formatted and ready for upload.
One Sales Pipeline
Clearly defined stages to help you track inquiries, opportunities, and next steps.
Guided Onboarding
A practical introduction to navigating your CRM, managing contacts, and using your sales pipeline.
WHY IT MATTERS
When customer information has a clear home, it becomes easier to find the details you need and see where each opportunity stands. Essential Setup gives you an organized starting point for managing relationships with greater consistency.
CREATED FOR
Microbusinesses, solo founders, and small service businesses establishing their first CRM or simplifying a basic setup.
Contact limits, configuration details, and onboarding scope are confirmed in your proposal. Data cleanup, complex migration, email templates, automation, and ongoing management are scoped separately. Software subscriptions and third-party charges are separate.
SassyTwenties®
People. Purpose. Progress.
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