620 490 4944
CRM Setup and Training Services
Custom Onboarding & Training for Small Businesses and Teams
CRM Setup and Training Services
Take the stress out of CRM implementation with expert-led CRM setup and training services tailored to your business needs. Whether you’re starting from scratch or switching platforms, we ensure a smooth transition and lasting results.
We specialize in:
CRM onboarding for small businesses
HubSpot and Zoho setup services
Salesforce training for teams
GoHighLevel CRM implementation
CRM consulting for SMBs (Small & Midsize Businesses)
CRM consulting for SMBs (Small & Midsize Businesses)
Our team works closely with you to configure your CRM, import your data, and customize workflows so your business runs smarter, not harder. We don’t just set it up — we train your team to use it confidently from day one.
What’s Included (Based on Scope):
CRM Platform Setup
Selection guidance (HubSpot, Zoho, GoHighLevel, Pipedrive, etc.)
Custom pipeline setup (sales stages, lead scoring, lifecycle mapping)
Contact import, tagging, and segmentation
Email templates + automation workflows
Integration with websites, forms, payment systems, ads, etc.
Team Training
Live walk-through or recorded training for sales and support teams
How-to guides and SOPs tailored to your workflow
Q&A sessions and troubleshooting
Optimization & Support
Follow-up audit after 30 days
Custom dashboard creation (lead tracking, sales forecasting)
Retargeting sync (optional add-on)
Let's talk
We would love to hear from you!
At UnKAGEd Media, we specialize in empowering small to medium businesses with tailored digital solutions.
“Authentic Marketing Doesn’t Scam People”
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620 490 4944
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unKAGEd Media
1317 Edgewater Dr #7383
Orlando, Fl 32804
Tampa Bay
St Petersburg, Tampa, Clearwater, Sarasota
115 112th Ave NE Suite 909
St Petesburg, Fl 33716
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