CRM Setup
Set up and organise your CRM so your team can manage leads, contacts, and follow-ups more efficiently.
- Pipelines and opportunity stages
- Tags and custom fields
- Calendars and forms
- Contact organisation
- Basic CRM configuration
Technical Implementation Support for Agencies
Your agency's tech backlog? I'll help you clear it.
I help marketing agencies handle the technical work behind their campaigns, from CRM setup to workflows, integrations, email and WhatsApp automation, and tracking. So you can focus on your clients while I help keep the systems working.
GHL Setup · CRM Workflows · Integrations · Automation · Tracking
See How I Can Support Your Agency
A quick introduction to how I approach technical implementation, troubleshoot issues, and help agencies keep their systems connected.
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Prefer to talk directly? Let's discuss the technical support your agency needs.
The Technical Work I Can Take Off Your Plate
From setting up the basics to troubleshooting a broken workflow, I help agencies get their technical systems organised and connected.
Funnel Setup & Connections
I help connect your existing funnel pages with the systems behind them, making sure leads flow to the right places.
- Form and calendar connections
- CRM integration
- Domain and basic connection checks
- Funnel journey testing
- Lead capture troubleshooting
Workflow Automation
Set up practical workflows that reduce manual follow-ups and keep leads moving through the right process.
- Lead assignment and routing
- Follow-up workflows
- Appointment reminders
- Email sequences
- Internal notifications
- Onboarding workflows
Tools & Integrations
Connect the platforms your agency uses so information moves between systems more reliably.
- Platform integrations
- Third-party SaaS connections
- Form and CRM data flow
- Integration troubleshooting
- Automation connection testing
Workshop & Course Systems
Help set up the technical journey before, during, and after a workshop or online programme.
- Registration workflows
- Pre-event reminders
- Post-workshop email nurture
- WhatsApp reminder setup where supported
- Membership and course access
- Recording library organisation
Tracking & Technical QA
Check the technical details that can affect lead capture, tracking, and campaign handoffs.
- Meta Pixel troubleshooting
- Event and conversion tracking checks
- Form and link testing
- Funnel journey checks
- Basic technical issue diagnosis
Simple Process. Clear Communication.
You don't need another complicated process. You need someone who understands the technical task and follows it through.
01
Understand
I understand your current setup, the issue, and what needs to work.
02
Implement
I configure the tools, workflows, integrations, or tracking based on the agreed scope.
03
Test
I test the journey, check the connections, and troubleshoot issues within the agreed scope.
04
Handover
I share the completed work and explain anything your team needs to know.
A Look at the Technical Work I Do
Examples of the kinds of systems and implementation tasks I work on.
New
Contacted
Qualified
Won
Trigger → Workflow
CRM & Workflow Setup
Organising CRM stages, contact information, triggers, and follow-up workflows to support a clearer lead-management process.
Register
Reminder
Attend
Nurture
Email
WhatsApp
Course
Workshop Automation
Connecting registration, reminders, post-workshop follow-ups, and course access into a more organised participant journey.
Funnel
Form
CRM
Track
Pixel & conversion checks
Funnel Connections & Tracking
Checking the path from funnel form submission to CRM entry and conversion tracking, then troubleshooting gaps.
These are example project formats. Replace the previews and text with your real project details.
Client Words
Good Work. Real Relationships.
Clear communication and reliable implementation matter just as much as the technical work.
Verified Feedback
“I would like to thank Shrishti for helping me with the technical setup of my workshop. From setting up automations to assisting with Meta Ads and other technical requirements, she has been involved in different aspects of getting everything ready for the launch.”
“I appreciate the time and effort she has put into helping me throughout the process. Having someone to coordinate with for the technical side of things was helpful, especially while I was focusing on preparing for my workshop.”
Pooja Gahlot
Workshop Launch & Technical Setup
Direct WhatsApp feedback from a recent workshop technical setup.
Need Help With the Technical Side?
Tell me what you're setting up, what isn't working, or what your agency needs help implementing. We can discuss the next steps.
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