Quick Bonzo CRM Configuration -- 2
Budget: $30 – $250 USD
I just opened a Bonzo account and want it production-ready fast. The essentials are straightforward:
• Map every custom field I use so that my existing contact information imports cleanly. The file includes standard name, phone, and email columns plus a few account-setup fields I created for tagging and automation.
• Import that data without duplicates and confirm the records display correctly in Bonzo.
• Connect my Calendly link so contacts can self-book.
• Draft and load one branded email message into Bonzo’s messaging system, ready to send the moment the list is live.
No other CRMs are in play, so you can focus purely on Bonzo’s own tools. I’ll supply the CSV, Calendly URL, and email copy as soon as we start.
Looking for someone who knows the Bonzo interface inside out and can turn this around quickly, testing each step before handing it back to me.
• Map every custom field I use so that my existing contact information imports cleanly. The file includes standard name, phone, and email columns plus a few account-setup fields I created for tagging and automation.
• Import that data without duplicates and confirm the records display correctly in Bonzo.
• Connect my Calendly link so contacts can self-book.
• Draft and load one branded email message into Bonzo’s messaging system, ready to send the moment the list is live.
No other CRMs are in play, so you can focus purely on Bonzo’s own tools. I’ll supply the CSV, Calendly URL, and email copy as soon as we start.
Looking for someone who knows the Bonzo interface inside out and can turn this around quickly, testing each step before handing it back to me.
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