Small Biz CRM Starter Kit

Launch your first CRM automation in under an hour—no Salesforce license required.

This DIY Salesforce setup kit helps small businesses create a simple automation that sends a welcome email and follow-up task when a new client is added.

Whether you're a coach, freelancer, or service provider, this guide gives you the tools to start managing client relationships with confidence.

What’s Included:

• Step-by-step Salesforce Flow instructions
• Custom field setup for Client and Order tracking
• Bonus: Marketing tips to promote your CRM-based service
• Works with a free Salesforce Developer Org

Perfect for:

• Freelancers and consultants
• Small teams and startups
• Business owners curious about CRM automation
• Anyone new to Salesforce

Need help?

I offer hands-on setup support for just $50 if you’d rather skip the tech part.

Created by: Davistopia Consulting

Visit us: https://taydaviz.github.io/DavisTopia.io