What to Expect

Professional CRM ImplementationFrom Day One

Complete business system onboarding and CRM setup. We don't just install software - we implement integrated systems with automated workflows that transform how your business operates. Professional implementation and training for Canadian businesses.

More Time
Automation handles the busy work
More Leads
Systems that work 24/7 for you
More Growth
Everything working together

How We TransformYour Business

We don't just install software - we create systems that work together to grow your business automatically.

We Understand Your Business

First, we learn what makes your business unique and what's holding you back from growing faster.

  • What's working: Your current strengths
  • What's not: The bottlenecks slowing you down
  • Your goals: Where you want to be
Let's Talk About Your Business

We Build Your Growth Engine

Then we create systems that work together to automate your business and generate more leads.

  • Everything connected: All your tools work together
  • Automation active: Systems work while you sleep
  • Data organized: Everything in one place
See What We Can Build

You Start Growing

Finally, we teach you how to use everything and you start seeing results immediately.

  • You're in control: Easy to use, easy to understand
  • Results start flowing: More leads, more sales
  • We're here: Ongoing support when you need it
Start Growing Today

What We Can DoFor Your Business

We can help with everything from simple setup to complete business transformation. Here's what we're capable of.

Your Website & Online Presence

  • Make your website work better for you
  • Get found on Google and social media
  • Turn visitors into customers automatically
  • Show up in local searches
  • Track what's working and what's not

Customer Communication

  • Answer customer questions automatically
  • Follow up with leads while you sleep
  • Send personalized messages at scale
  • Book appointments without phone calls
  • Keep customers engaged and coming back

Customer & Lead Management

  • Keep track of every customer and lead
  • Know who's ready to buy and who's not
  • Never lose a customer's information
  • See your sales pipeline clearly
  • Organize everything in one place

Getting Paid & Selling Online

  • Accept payments from anywhere
  • Sell products online automatically
  • Process orders without manual work
  • Track inventory and sales
  • Handle returns and refunds easily

Keeping Everything Secure

  • Protect customer information
  • Follow privacy laws and regulations
  • Control who sees what information
  • Back up everything automatically
  • Keep your business safe and compliant

Understanding Your Business

  • See how your business is performing
  • Know which marketing works best
  • Track revenue and growth
  • Make decisions based on real data
  • Get reports that actually help you

How Long DoesIt Take?

Most businesses see results within 2-4 weeks. Here's what happens and when.

Week 1-2: We Learn About You

We understand your business, your challenges, and your goals

Days 1-14

What We Do:

  • Talk to you: Learn about your business and goals
  • Look at your systems: See what's working and what's not
  • Set up basics: Get your online presence ready
  • Connect your phone: Make sure customers can reach you
  • Set up email: Professional communication ready
  • Booking system: Let customers book appointments easily

Your Role:

  • Provide business information
  • Share current system access
  • Review and approve setup
  • Attend training sessions
  • Test new systems
  • Provide feedback

What We'll ReviewDuring Setup

These are the areas we'll assess and potentially integrate during your onboarding process.

Don't see a specific tool or integration you need? No worries - we can add it if it's possible. We work with hundreds of different platforms and can usually connect anything that has an API.

What We Need to Understand

Key questions we'll ask during the initial consultation

Lead Generation

  • • Where do leads come from today?
  • • How are they handled today?
  • • Do you have customer and lead databases?
  • • What fields are important for workflows?

Current Systems

  • • Which tools are already in use?
  • • Are you tied to specific platforms?
  • • What's working well currently?
  • • What pain points need solving?

Ready to Start Your Onboarding?

Now that you know what to expect, let's get started with your Frayze onboarding process.

Step 1: Initial Setup

We understand your business needs

Step 2: System Implementation

We handle all the technical work

Step 3: Training & Launch

We train your team and go live