Good fit
You're generating enquiries and can't confidently say what happens to them.
Systems & AI
Stop losing leads in a spreadsheet.
We build your pipeline properly — stages, fields, lead sources, automated follow-up, and dashboards that show you where deals actually die.
The problem
You spend money to generate leads, then store them in a spreadsheet, three inboxes and someone's memory. Nobody can tell you how many enquiries came in last month, where they came from, or how many never got a second contact.
The uncomfortable part is that this is usually the cheapest problem to fix and the most expensive one to ignore. Most businesses don't need more leads. They need to stop dropping the ones they have.
What’s included
- CRM setup or migration — GoHighLevel, HubSpot, or whatever you already run
- Pipeline and stage design that reflects how you actually sell
- Lead capture integration from every source — forms, ads, DMs, calls
- Automated follow-up sequences by email and SMS
- Reporting dashboards showing conversion by stage and by source
- Team training and written documentation
What you get
A configured CRM with every lead source connected, live follow-up automations, a dashboard you'll actually open, and a documented process your team is trained on.
How it works
- (01)
Map
We document your real sales process before touching software.
- (02)
Build
Pipeline, stages, fields and sources configured to match it.
- (03)
Connect
Website forms, ad platforms, calls and chat all feeding in automatically.
- (04)
Automate
Follow-up sequences so no lead goes untouched.
- (05)
Train
Your team gets walked through it, with documentation to keep.
Not a fit
You have a single-step transactional sale with no follow-up at all — a CRM would be overhead you don't need.
FAQ
Which CRM do you recommend?
GoHighLevel for most service businesses, HubSpot where there's an existing sales team. If you already have one that works, we'll build on it rather than sell you a migration.
Do you migrate our existing data?
Yes, including deduplication and cleanup — which usually surfaces some uncomfortable things about the old list.
Who owns the account?
You do. It's billed to you and we work inside it.
Let’s find out if we’re a fit.
Thirty minutes on a call, then a written plan within 48 hours: where the biggest gap is, what we’d do about it, and what it costs. Yours to keep, whether or not you hire us.