How to Build a CRM Scope of Work as a Freelancer

As a CRM (customer relationship management) manager, you know how essential CRM systems are to run a business smoothly.

But are you charging enough for your services? If you’re an independent CRM manager, check out our top CRM implementation scope of work template to see how your services and pricing stack up.

Welcome to Scope Smarter, Not Harder, a series from Wethos highlighting our services and scope of work templates. In this installment, we’re highlighting our CRM Implementation scope of work template!

Wethos users have access to over 70 scope of work templates and 800 services ranging from brand strategy to social media and design. Our scope of work tools streamline your proposal process so you can skip the freelance pricing mistakes and get to work.

Here’s our breakdown of a CRM Implementation scope of work so you know how to charge for your next project!

Please note that our pricing recommendations are powered by tens of thousands of data points, all from real studios on our platform. If you have feedback on the pricing below, please let us know! We always want our system to become smarter with your help.

CRM Implementation scope of work

Phase 1: Plan

Kick off the project by reviewing CRM systems to recommend to your client based on their needs. Put together a report with your recommendations for this project.

Next, work with the client to set high-level goals and objectives for a CRM implementation, based on a review of existing sales and marketing data. Articulate the goals in a short briefing document for the client to review. 

To wrap up the planning phase, create CRM requirements to specify which CRM modules will be configured, map out all objects and attributes, and define the required automation workflows. Create one detailed document for this scope.

Phase 2: Build

Time to build. The second phase of the CRM implementation scope of work is all about configurations. 

You’ll start by configuring account settings for cloud subscriptions on one platform. 

Next, based on detailed CRM requirements documents, configure new company accounts on the CRM platform with the required user roles, objects, workflows, and reports. This configuration should be priced as its own deliverable, according to our scope of work template. 

The last configuration you implement will be on the CRM platform itself. Configure branding elements, customer and vendor information, email and document templates, and configure inventory and pricing lists.

Phase 3: Launch

Once you’ve completed the build phase and launched the CRM system, you can hand-off the deliverables to the client. Walk them through the final project materials and credentials. Trainings and walk-throughs are commonly overlooked freelance services, but since you’re taking the time to educate the client, they’re worth charging for.

But before you officially hand the reins over to the client, prepare a training manual with everything they need to know around software set-up, maintenance, and best practices. This way they’ll be able to confidently take over once the project wraps up. Prepare one training manual for the client. 

Once your proposal is approved, you can easily turn your scope of work into an invoice using Wethos.