Stop Losing Leads to Disorganization
Most small businesses lose deals not because of bad products — but because follow-up falls through the cracks. We set up your CRM, build your pipeline, and automate follow-up so no lead gets left behind.
Why Your Business Needs a Proper CRM
A spreadsheet is not a sales system. Here's what a real CRM setup changes.
Stop Losing Leads
When leads live in your inbox or a spreadsheet, things fall through the cracks. A CRM keeps every contact organized and nothing gets forgotten.
Automated Follow-Up
Most deals are won on the 5th or 6th follow-up. Automation handles that for you — so you stay top of mind without the manual effort.
See Your Pipeline Clearly
Know exactly where every lead stands, what needs attention today, and how your pipeline is performing — at a glance.
Platforms We Work With
Don't see yours? Reach out — we work with most major CRM platforms.
Choose Your CRM Package
All packages include setup, configuration, and a training session — we don't just hand you a login.
Get organized. Stop losing leads.
- CRM basic setup
- Pipeline / stage setup
- Contact fields configuration
- Lead source organization
- Basic form connection
- Simple notification automation
- 1 walkthrough & training session
Good For
Move leads through a process automatically.
- CRM setup
- Sales pipeline configuration
- Lead capture integration
- Automated notifications
- Basic tagging & segmentation
- Follow-up sequence (up to 3 messages)
- Booking link or form connection
- 1 training session
Good For
A complete automated system for your business.
- Full CRM structure setup
- Multiple pipelines or lead stages
- Lead tagging & segmentation
- Automation workflows
- Email / SMS follow-up setup (if platform supports)
- Internal task reminders
- Lost-lead follow-up automation
- Booking or form integration
- Dashboard & reporting setup
- Team walkthrough session
Good For
Monthly CRM Support
Keep your CRM running smoothly. Ongoing automation updates, reporting reviews, troubleshooting, and small improvements each month — so your system grows with your business. Pricing depends on the level of automation and support needed.
Side-by-Side Comparison
See exactly what's included in each package.
$597
$997
$1,797+
How It Works
From first conversation to a CRM your team actually uses — here's the process.
Audit Your Current Process
We start by understanding how you currently manage leads and where things are falling through the cracks.
Build Your CRM Structure
We set up pipelines, contact fields, tags, and automations tailored to how your business actually works.
Connect Your Tools
We connect your forms, booking links, and notification systems so leads flow in automatically.
Train & Hand Off
We walk you (and your team) through the system so you can use it confidently from day one.
Who Is This For?
If you're spending time or money getting leads, a proper CRM makes sure they don't disappear.
Coaches & Consultants
Track prospects, automate follow-up, and book more discovery calls without manual effort.
Contractors & Trades
Organize quotes, follow up on estimates, and never lose a job lead to a missed message again.
Service-Based Businesses
Connect your booking system to your CRM so every appointment becomes a tracked lead.
Growing Sales Teams
Give your team a clear pipeline, task reminders, and reporting so everyone knows what to do next.
Not Sure Which Package Is Right?
Tell us how you're currently managing leads and we'll recommend the right fit. No pressure, no obligation — just a straight answer.
Ready to Get Your Leads Organized?
A CRM that's actually set up for your business — with pipelines, automation, and training included. Let's build it.