Consultation on CRM Workflow Setup and Project Planning

The speaker addresses a client's concerns regarding previous negative experiences with other sellers and discusses the complexity and pricing of implementing B2B and B2C CRM workflows using Monday.com. They emphasize the importance of focusing on the B2B pipeline for client follow-ups and suggest breaking the project into milestones to manage scope and costs effectively. The speaker proposes a 20-minute meeting to clarify details, recommend starting fresh rather than building on previous setups, and offers a scheduling link for further discussion after the holidays.