Implementation Support
A working partnership to build systems your business can rely on.
The KaizenCRM Onramp is a three-month CRM implementation and business systems support engagement designed for business owners who want their technology, marketing, and operations working together — not patched together.
This is a working partnership focused on building systems you can trust, understand, and rely on as your business grows.
What is KaizenCRM ImplemEntation Support?
A guided CRM implementation and business systems build
We work together to:
CRM setup and configuration
Business systems and process design
Marketing strategy and automation support
Technology coaching and ongoing guidance
Rather than handing you a finished setup and walking away, the Onramp brings you into the process — so your systems reflect how your business actually operates.
Why This Support Is Different
The unicorn you didn’t know you needed.
You’re not choosing between business consulting, marketing strategy, or technical implementation. You’re getting all three — integrated into one working partnership focused on building systems you can trust.
Business Consulting
Your systems and processes are designed around how your business actually operates — not how it looks on paper. Decisions are guided by firsthand experience building and running businesses, with a focus on reducing friction, supporting growth, and creating long-term stability.
Marketing Strategy
Your customer journey, marketing workflows, and automations are built to generate leads and adapt based on real performance data. Decades of marketing experience inform how systems are structured, monitored, and refined so marketing is working for you by the end of the engagement.
Human Behavior & Systems Thinking
Technology is designed with human behavior in mind. With a Master’s degree in psychology, systems are built to account for decision-making, attention, and adoption — resulting in technology that’s easier to use, more reliable, and more likely to be maintained over time.
Who This Is Best For
Implementation Support is for business owners who:
Are past the startup phase and actively growing
Feel the mental load of holding their business together
Want systems they can trust without constant oversight
Are ready to collaborate and build intentionally
This is for owners who want their business to run with clarity — not constant attention.
How Implementation Support Process Works
Step 1
Purchase CRM Full Access + Implementation Support
You start with full access to the KaizenCRM platform along with the implementation onramp. This ensures your system is available and ready to be built intentionally from day one.
Step 2
Two-Hour Strategy Session
We meet for a deep-dive working session to understand your business, customer journey, and goals. Together, we determine where human decision-making matters most and where systems should lead.
Step 3
Weekly Working Sessions
We meet weekly to build, review progress, evaluate data, and make adjustments. These sessions keep the system aligned with how your business is evolving.
Step 4
Build, Integrate, and Optimize
Your CRM, workflows, automations, marketing systems, and integrations are built and refined based on real usage and performance.
Step 5
Documentation and Handover
Everything is documented, and you’re brought up to speed on how your systems work so you can manage them confidently moving forward.
Step 6
Ongoing Access and Support
After the onramp ends, you keep full access to the platform and KaizenCX support. We don’t disappear, and additional help is always available when you need it.
Frequently Asked Questions
How long does the implementation support last?
Implementation support is a structured three-month engagement from the time of purchase designed to build, test, and stabilize your systems with ongoing collaboration.
What level of involvement is expected from me?
This is a working partnership. We meet weekly, review data, make decisions together, and adjust as needed. Your input matters, but you’re not expected to figure things out alone.
What exactly is included in the implementation support?
Implementation includes CRM setup, workflows, automations, marketing systems, email setup, customer journey design, data review, documentation, and education so you understand and trust your systems.
Can this include marketing and business guidance, not just tech setup?
Yes. Implementation support integrates business consulting, marketing strategy, and technology coaching. Systems are built alongside real decisions about how your business operates and grows.
Will I understand how my systems work when we’re done?
Yes. Everything is documented, explained, and reviewed with you throughout the process. The goal is confidence and clarity, not dependency.
What happens after the three months end?
You keep full access to your systems and platform, along with KaizenCX support. You can reach out with questions, fixes, or future builds. We don’t disappear after implementation.
