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CRM Consulting

Implement a CRM to empower and enable your staff to sell more
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Customer relationship management (CRM) software can be complex and overwhelming. It typically involves using data analysis to study large amounts of information relating to your customers and the impact of those engagements on your business. tbk can assist with CRM set-up and optimizations to help build a refined workflow that gives you a 360-degree view of your valued customers and helps you close more deals.

Types of Services


tbk can audit your current operations and provide CRM software solutions recommendations.


tbk can work with leading CRM software solutions and integrate the right one into your company’s operations.


tbk can perform integrations amongst your critical business systems to improve your overall operations.

Staff Training

tbk can onboard and train your staff on the new CRM solution as well as provide ongoing support, making way for a smooth and empowered transition to your new platform.

CRMs We Work With:

Stages of a CRM Consulting Project

  • 0 Discussion (Book a Call)
  • 0 tbk Prepares a Plan / Statement of Work
  • 0 Client Approves Project
  • 0 Audit, Research & Consulting Occurs
  • 0 Development & Integrations if Applicable
  • 0 CRM Software Updates & Integrations Completed
  • 0 Onboarding & Training the Client's Staff
  • 0 Project Completed
  • Ongoing Consulting & Enhancements as Needed

Close more deals with more visibility into your customers

tbk is the group businesses come to when they simply cannot afford to fail. We share the same desire for greatness. We genuinely care more than others. And we refuse to settle for anything less.


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Thanks to you and your team for making this dream come true!

I wanted to share with you the incredible impact our new portal has had on our operations. First: Parents love it! All the information is in one place and the fact that it is bilingual reflects our true values. It takes parents less than 15 minutes to fill out a registration form comfortably from home. Once they have an account, it is easy for them to add another child. They can also find all the necessary resources in their account such a Parent Guide, Menus, etc. Second: Our operations have also benefited greatly from it. Because parents have to fill out all the required information online in order to register, all the forms we receive are complete. We can also manage different lists based on the data we have in the portal which is very valuable to us. The process is simplified and all needed information is now on one form. Thanks to you and your team for making this dream come true!

Did you know ~90% of our clients are referrals?

If you didn’t get a warm referral to tbk, we’re happy to connect you with a client. You’ll learn people trust us to deliver best-in-class marketing.

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Melissa McInerney, CEO

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