CRM setup
One place for every lead and job, with a pipeline that matches how you actually sell.
Leads that actually get followed up.
CRM & systems
A CRM that makes sure every lead gets followed up, and the tools your team needs to handle more work.
Sound familiar?
Is this you?
- Leads live in your inbox, your phone and your head.
- You know some enquiries never got a call back.
- You have a CRM but nobody really uses it.
- Your team is flat out and more work would break something.
A CRM so no lead goes cold, automations that do the follow-up for you, and Google Workspace or Microsoft 365 set up so your team can handle more work without more chaos. If you'd rather run it yourself, we'll teach you.
Made and run by us
What's included
Follow-up automation
Texts, emails and reminders that go out on time, so no lead goes cold while you're on the tools.
Google Workspace or Microsoft 365
Email, calendars and files set up properly, so your team stops working around them.
Connected to your ads and site
Enquiries from ads, your website and Google land in the CRM, so we can see which ones turned into money.
We teach your team
Training so your team actually uses it, and help hiring if you want to run it in-house.
Start within one to two weeks
How it works
- 01
Call
A free 20-minute call. We ask where leads come from and where they get lost.
- 02
Map and build
We map how work moves through the business, then set up the CRM and automations to match.
- 03
Train and hand over
We train your team, check it's being used and stay on to look after it if you want us to.
- No lock-inA short setup period, then month to month. We earn the next one.
- No junior hand-offThe people who start the work keep doing it.
- Straight answersUpdates on WhatsApp, in leads and dollars, not likes.
- Same-day replyMessage us and a person gets back to you today.
CRM & systems
Straight answers
Usually GoHighLevel, because it handles leads, texts, emails and bookings in one place. If you already have a CRM that works, we'll set that one up properly instead.
It's the most common thing we see. We'll set one up so every lead gets followed up, and automate the bits that keep slipping.
Systems work is scoped to what you need, so we quote it after the first call. You get the quote in writing before we start.
Yes. If you'd rather run it in-house, we'll teach you and help you hire the people to do it.