FLOWLU QuickStart SERVICE

Tired of spinning your wheels learning CRM and Flowlu?

Tired of losing lead information and tracking them on Google sheets?

Tired of trying to figure out how to set up Flowlu for your business?

Just want someone to setup Flowlu right for you?

Then this service will be right up your alley.

FLOWLU QuickStart SERVICE

Tired of spinning your wheels learning CRM and Flowlu?


Tired of losing lead information and tracking them on Google sheets?


Just want someone to setup Flowlu right for you?

Then this service will be right up your alley.

Neil Gowans
Founder & Owner
Hello - I'm Neil, and I've been in customer and business processes since before Google was born! Let me help you get a workable system in place that's customised to how your business runs (without having to search endlessly for what might work best for you).

It is VITAL for any business with leads and customers to record important information for instant retrieval - it's simply not possible to remember it all and mistakes will be made and balls will be dropped. Flowlu is a CRM platform that allows it all to be set up the exact best way for your business.

Setting up a strong CRM is a lot of work.
If you've never done it before, it's easy to waste several weeks on building workflows only to abandon them because you didn't know the best practices. That's where I come in. I've seen what works really well - and made all the mistakes so that you don't have to.

I've successfully worked with global brands like easyJet, Etihad, SITA and Roland, and have extensive CRM and customer process experience, covering 100s of use cases (have to admit - I'm a bit obsessed with CRM processes!).

Stop losing leads and wasting time on building your CRM.
Schedule your risk-free consultation today.
ESTHER GAMBRELL
Joint Owner, Shining Star Studios, Greenville, SC
We were keeping track of clients via PostIt notes and Google Sheets. When I lost a several thousand dollar client bc they fell through the cracks, I decided to purchase Flowlu, but I was overwhelmed by all the customizations. I already had enough on my plate, and I needed to implement a CRM ASAP - I didn't have time to master another powerful software!! Then I hired Neil. He did a thorough assessment of our business and learned our unique processes so that he could build sales funnels and project workflows that work for me. He helps maintain our CRM, and clients are no longer falling through the cracks. The best practices and automations he implemented for us have nearly doubled our income in one year's time.
Package includes ALL of the following;
The ultimate way to kickstart your Flowlu -
with CRM best-practice built-in and use cases that support your niche.

Set up your Flowlu as the 'single source of truth'.
Email Module
Get your email connected with a signature, all ready to communicate to your customers and leads from within Flowlu - this means you can see the complete communication history with all of your leads and clients (and indeed contractors if you want!). Also track when your emails are opened and if any links have been clicked.
Reference & Custom Fields
These are vital to making Flowlu unique to you and your clients - drop-downs showing categories that you (and they) relate to; hold data that only could be of value to you and your business. Get this right and you will impress all your clients and you will want to use Flowlu every day - because it will be the only platform that is configured to your uniqueness.
Pipelines & Automations
Have pipelines (aka sales funnels) that give your leads the ideal journey - and then support that journey with automations which respond quickly and consistently when leads move along your unique pipeline stages. This reduces your effort AND removes any errors, or worse, forgetting to do something... you do your journey many times with your leads - they only do it once, so make it easy for them and make it right, every time.
Projects & Workflows
Yay - congratulations! You won the business and now you have to do the work. Just as you may have different sales funnels for different products (think photographer; studio and wedding products), the delivery of them will also be different. We'll make sure every step of the delivery is included in the workflow so that your client gets a flawless and consistent experience - which make them want to come back! And it's not just about the workflow - in Flowlu you can have every single project communication and artefact at your fingertips in the office or on the road.

Tasks & Issues
Whether is a task for a lead or a project task - or even porject issues, we will make sure none fall the cracks and are forgotten about. Set deadlines and reminders so that you ensure that clients expectations are met in full AND that you dazzle with your attentive service!
Branding, System Settings & Client Portal
Get all the back-office stuff as you'd like it - without the hassle of having to remember where things are tucked aaway behind the scenes. Set the client portal permissions the right way for your business model and client profile. And make sure your brand is visible and in full effect.
Finance & Products
If you want to send estimates and follow-up with invoices, we'll need to get your products set and get Stripe/Paypal connected - we want to make it super-easy for clients to pay you, don't we?! We'll get it set-up so they won't feel a thing when they gladly pay you for a job well done and an experience they really value.
Knowledgebase
Have an external-facing knowledgebase set up ready for your content - this is a brilliant way to engage with and onboard customers and align their expectation or provide guidance as to how they can get the best from your service. Customers love this - and making things easier for them makes it easy for them to deal with you again (get that Lifetime Client Value graph going up!).
Team/Permissions Management
As your business grows, so does your team. With that growth cames time to delegate responsibility - or limit it as appropriate to your business objectives. We'll get all that set up for your team so that they see what they need to see to get their job done, and you keep more strategic elements to yourself or to a leadership team. Once done, it's easy to add new staff using roles, or indeed promote staff to new roles. (It's also possible to have an internal knowledgebase to help onboarding your new staff!)
Here's how it works
...
STEP 1
STEP 1
Book a call
On each of the services pages there is a Book a non-Salesy Chat button - use that to get the ball rolling...
STEP 2
STEP 2
Have the call
This is where you talk and I listen. No sales pitch or presentation. Just me listening to what you want to achieve - I will ask anything I need to know so that I totally get your current situation and exactly what it is you need.
STEP 3
STEP 3
I reflect on the call
Having heard your priorities, your issues, your opportunities and where you want to go and what you want to achieve, I prepare a proposal for you.
STEP 4
STEP 4
You get my proposal to review
The proposal will detail what can be done, what timescale it can be done in and what the costs will be to achieve it. It will demonstrate the results you can expect. You review it, ask questions, discussing as required - then, when you're happy, you approve the revised proposal.
STEP 5
STEP 5
Project Kick-off!
We get all the housekeeping paperwork signed off and agree our kick-off date for your project and get excited about the results we are going to achieve together!
WHAT THE SERVICE GIVES YOU
  • Have it all explained - What are the functions? why are they useful? and in what way they will be useful to you?
  • Make it yours - Use its creative customisations to power your business CRM processes and interactions
  • On Brand – using custom domains and emails
  • The ideal summary of all your projects and tasks
  • See what your pipeline (funnel) looks like and see any emerging trends
  • A central repository for all your client and prospect information available anywhere online and on your phone too
  • How to mind map (would love this to link to tasks – maybe one day!)
  • Using task timers to help invoicing and understanding your own or team workload
  • Using surveys of your clients or communities - using other platforms (Qwary and QuestionScout)
  • Setting up finance functions properly
  • How to use Flowlu to collaborate with your team (even if they are not employed by you – eg contractors or VAs)
  • Connect it all up in such a way you get that great feeling of being in control of your CRM (and not the other way around!)
  • A highly tuned insight into what Flowlu should look like to do brilliantly for your business
  • And so much more. Seriously – this only just touches the surface!
Sound like what you need?
Here's how it works
Prices vary on scope and objective so we need an introductory chat to determine what you need first and going forward.

Then I have the information I need to prepare and send you a proposal for you to review – we can discuss and adjust and then, all being well, we agree and move on to do the essential housekeeping paperwork – and then make Flowlu the best version of itself to serve your business and your objectives.

Not sure what to do next?

Let's arrange a chat, I’m confident you won't regret it.
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ANDREEA GRAD
Owner, Ponder and Spoon, Brazov, Romania
I came to Neil drowning in email automation if/when's/whatevers. My head was spinning with all the options and I did my best trying to do it myself and it didn't work. He came back a few days later with a beautiful matrix. He was patient and took me through the whole thing explaining the flow to me. It worked. He's a genius when it comes to putting your business on automation and thinking of all the details of your customer's journey. I trust Neil with my email list, which means I trust him with my business success.
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