Standalone Project

Fable CRM System Implementation

A fast-track CRM and scheduling implementation for a solo consultant, focused on usability and independence.

Clients & sponsors

1 relationship

PPPeak Performance ConsultingClient

Project details

Capabilities and tools

Core work

CRM Implementation

Supporting work

Account Management

Tools used

GoHighLevel

Case study

How the work came together

Work summary

Delivered a fast-track CRM implementation featuring a simplified pipeline and automated scheduling, migrating the client from Calendly to Fable CRM (a white-labeled instance of GoHighLevel) and providing significant hands-on technical support. The focus was on usability and training, ensuring the consultant could independently manage his bookings and deal flow.