CRM Setup Starter Guide | 123 Virtual Assistant

Digital Download · $20

Stop Losing Leads.
Start Closing More.

The complete CRM setup guide for small business owners — field setup, tagging strategy, pipeline stages, and a proven 8-touch follow-up workflow map so no lead ever slips through the cracks again.

One-Time Investment $20 Instant Download

Download the CRM Guide Now

Instant digital download · No subscriptions · Yours forever

Sound Familiar?

The fortune is in the follow-up — but first you need a system.

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Your "CRM" is a notes app, sticky notes, or scattered DMs — and leads are falling through the cracks

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You know you're losing warm leads simply because you forget to follow up

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You've looked at CRM options but have no idea how to set one up properly

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Your sales process is inconsistent — different each time, with no repeatable system

What's Inside

Your complete CRM setup system — from blank slate to organized pipeline

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Section 01

CRM Platform Comparison

Side-by-side breakdown of HubSpot, GoHighLevel (123 Momentum Suite), and Zoho — so you choose the right one for your business.

Section 02

Contact Field Setup

10 essential fields to track for every contact, with field types and explanations of why each one matters.

Section 03

Tagging Strategy Framework

A complete tagging system organized by 6 categories — lead source, interest, business type, temperature, status, and follow-up.

Section 04

7-Stage Sales Pipeline

Proven pipeline stages from New Lead to Closed — with specific actions for each stage.

Section 05

8-Touch Follow-Up Workflow

The exact timing, method, and messaging for 8 touchpoints — from Day 1 through Day 30+.

Section 06

CRM Launch Checklist

A final checklist confirming your CRM is set up, tested, and ready before you go live.

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After You Download

What changes for you

✓Know exactly how to set up your CRM from scratch — fields, tags, and all
✓Never lose another warm lead because you forgot to follow up
✓Build a consistent, professional sales process that works the same way every time
✓Follow up strategically with the right message at the right time
✓Understand the difference between platforms and choose the right one
✓Have your CRM fully launched and tested with a step-by-step checklist

This guide was built for:

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Service Businesses

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Coaches & Consultants

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Direct Sellers

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Growing Teams

From Our Clients

I had GoHighLevel sitting there for months and had no idea how to actually use it. This guide walked me through exactly how to set up my pipeline and tag my contacts. My follow-up is so much more consistent now.

— Business Coach, 123VA Client

Your Guide

EraKay Hill

Owner, 123 Virtual Assistant
25+ Years of Administrative Experience
B.S. Business Administration & Management

Serving small business owners, solopreneurs, coaches, consultants, and direct sellers since 2015. Specializing in CRM, email marketing, funnels, and the 123 Momentum Suite.

About the Creator

Built by someone who's been in the trenches

This isn't a template created by someone who read about business. Every resource inside this guide comes from real client work — actual systems, real results, and lessons earned over 25+ years of administrative experience.

When you download this guide, you're getting the same frameworks I use for my own clients every day.

Questions Answered

Frequently Asked Questions

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Yes. The field setup, tagging strategy, pipeline stages, and follow-up workflow are platform-agnostic. The guide includes specific tips for GoHighLevel (the 123 Momentum Suite), but the system works in HubSpot, Zoho, and others.

This guide was written for small business owners with no CRM experience. It starts from the basics and walks you through every decision step by step.

Yes. CRM setup and management is one of 123VA's core services, including full GoHighLevel setup as part of the 123 Momentum Suite. Book a free consultation at 123virtualassistant.com/calendar.

It's our top recommendation for service-based businesses because it combines CRM, email, funnels, and scheduling in one platform. But the guide helps you evaluate all your options so you can make the right choice.

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Every warm lead deserves a follow-up.

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