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Select, Optimize, and Deploy The Correct CRM For Your Small Business With Private, Personalized Assistance On a Month-to-Month Basis

Consider me your CRM concierge to help you navigate the crazy tech space of today and even help you negotiate the best deal on the tools you need.


Your technology is supposed to help, not hurt, your sales...nor your head.

But things get out of hand.

You are juggling CRMs, email marketing, e-commerce, marketing automation, text messaging, direct mail, auto-dialers, voicemail drops, social media, Facebook ads, and a dozen other tools that take on lives of their own.

Or worse, you are just brute-forcing things with Gmail, sticky notes, and spreadsheets.


Wes Schaeffer, The Sales Whisperer®, founder of The CRM Butler has worked with many companies to help them grow.

Why Choose Wes and his CRM Butler program?


You didn't get into business to become a prisoner of software subscriptions...yet here you are.

First, it was a new website...then a few plugins...then it was landing page software...

then it was SMS tools...then it was social media tools...then it was ticketing/support subscriptions...

then it was SSL & SEO & CDN & APIs & e-commerce & accounting & email marketing & marketing automation...

and now it's AI and machine learning and...and...and...

Back in 2006, when I started The Sales Whisperer®, I was like you, but worse.

While I had used CRMs as an employee of bigger companies, I didn't know how to choose one for my business.

WordPress was ramping up, but I didn't know how to use it.

I didn't understand web hosting or SEO.

I didn't have a blog, I wasn't running ads, and I was years away from creating most of my social media accounts, including Twitter, Facebook, etc.

I didn't have a website or a merchant account, but what I did have was a wife and five kids who needed me to figure it all out, figure it out quickly and affordably, and then use it all to turn a profit.

No pressure!

So I quickly got my "Geek Card," my "Nerd Certification," and ramped up my "B.S. Meter" to full throttle by diving into Zoho CRM (because it was free), then got certified in Keap (Infusionsoft) (because they had a generous, lucrative partner program at the time, and they were the best at their price point for solopreneurs and SMBs), then Ontraport, HubSpot, LeadPages, and many other tools.

Now, after 17+ years of slogging away at this, I know a thing or three about what works, what doesn't, and what pitfalls to avoid to maximize your profits and minimize your headaches.


Hire The CRM Butler To Make Your Life Easy


The CRM Butler is not some long, drawn-out thing replete with constant meetings, planning documents, Slack threads, excuses, delays, and upsells.

No way, Jose!

You need...

Your contacts uploaded...

Dashboard laid out...

Pipeline stages created...

Lead capture page and welcome sequence built...

Initial new-client welcome sequence built...

and a few other things.


This is not an expensive, restrictive, onerous 12-month ordeal, nor is it complex.


Remember, I'm like you, an entrepreneur and a salesperson.

I don't want a bunch of expensive, bloated, complicated tech to grind my gears and slow down my sales.

That's why I focus on what works and kill off what doesn't, and I do it FAST!

No excuses.

No delays.

No hidden fees or surprise upcharges.


So why choose me?


That's a fair question.


Starting in 1994, while still in the Air Force, I began working with databases to streamline the work I was doing.

In 1997, when I left the Air Force, I began using databases and CRMs in sales.

In 2004 I first started working with Salesforce.com.

In 2007, Dell retained me to help them deploy Salesforce to their 3,000 North American salespeople.

In that same year, I began working with sales and marketing automation tools for my own business, and then I got certified with  Infusionsoft/Keap in 2008.

In 2014, I also got certified in HubSpot and Ontraport, and I also work with ActiveCampaign, Nimble, and more.

In 2012, I wrote "The Definitive Guide To Infusionsoft," and became one of their first Platinum Plus Partners, and, as you see in the picture above, I was the Keap Partner of the Year.

Now, a bazillion years later, I've helped over 2,355 entrepreneurs in at least 29 countries automate, integrate, and dominate their sales, as you can see below.

Talk With Wes About The CRM Butler Program



In The CRM Butler program, you can also get advice on...

  • iPaaS tools such as Zapier

  • E-Commerce tools such as Spiffy, Stripe, PayPal, WooCommerce, and Revenue Conduit

  • Membership tools such as LearnDash, Memberium, CustomerHub

  • Scheduling tools such as AppointmentCore, Calendly, and TimeTrade

  • Survey tools such as SurveyMonkey, DilogR, ResponseSuite

  • CRM multipliers such as PlusThis, Macanta, FixYourFunnel, and Novak Solutions

  • Landing Pages such as Instapage, LeadPages, Unbounce, Ontraport, and HubSpot

  • DocuSign

  • And more...

Finally, you can also receive assistance with strategy and content, including...

  • Email sequences

  • Landing page headlines, content, and CTAs

  • Social media marketing

  • Webinars

  • Trade shows and more

 Talk With Wes About The CRM Butler Program