No confusion. No tech overwhelm. Just a clear plan and real support.

Each month, we only take on four businesses for Implementation Support.

Because we build your systems — not cookie-cutter ones — and that level of personalization takes time and focus.

If you’re one of the four, this is what the process looks like from day one.

What to Expect When You Work With KaizenCX

  • Step 1: Get Started with KaizenCRM

    You’ll receive a welcome email with your CRM login and next steps.

    We’ll schedule your 30-minute orientation call and walk you through the essentials — email, calendar, phone integrations, and your dashboard.

    You’ll also unlock the KaizenCRM Video Learning Library, so you can reference every feature anytime you need it.

  • Step 2: The Orientation Call

    During this 30-minute session, we’ll set up your account and confirm your integrations.

    You’ll leave with the foundations and what to do next.

    (Think of this as your “pre-game” — making sure all your tools are set up correctly before we go big.)

  • Step 3: The Business Brainstorm (2-Hour Strategy Session)

    You’ll walk through your offers, your customer journey, and everything you wish you had time to do.

    We’ll talk through where you can save time with automation, and we'll negotiate where human connection matters more.

    You’ll leave with confidence that we understand your customer and your business vision.

  • Step 4: Build + Review

    Once you approve your system blueprint, we’ll build out your automations, forms, email sequences, and client workflows.

    Everything is built inside KaizenCRM — your all-in-one platform.

    When it’s ready, you’ll get:

    A personalized video walkthrough of your full setup

    A 30-minute handoff call to review how everything works

  • Step 5: Go Live + Optimize

    Thirty days after launch, we reconnect for a review session — what’s working, what needs adjusting, and what’s next for your growth.

    Our goal isn’t to hand you a system and disappear; it’s to help you use it fully and confidently.

    We’ll fine-tune automations, simplify anything that feels heavy, and make sure your CRM is driving real results.

  • Step 6: Ongoing Support

    You’ll have ongoing access to:

    Our video training library (updated regularly)

    Platform and integration support

    Priority scheduling with your KaizenCX advisor

    We’ll stay in touch as your business grows — because we’re not just here to set things up.

    We’re here to help you stay ahead.

Lean More about KaizenCRM

Let’s do this!

We only work with four businesses per month to keep things personal and hands-on.

If you’re ready to get your systems in order, scale with strategy, and finally have technology that supports you — now’s the time.

Let’s Build Your System