Your leads come in from five places, live in three spreadsheets, and nobody follows up on time. We set up your CRM properly, connect it to your lead sources, build automated follow-up sequences, and give you a pipeline view so you always know who to call next. No more lost leads, no more "I forgot to follow up."
Deliverables
- CRM setup and configuration (HubSpot, Pipedrive, or your existing platform)
- Lead source integration: website forms, landing pages, social ads, referral tracking
- Automated lead routing: assign leads to the right person based on rules you define
- Email/SMS follow-up sequences: automated nurture for new leads, re-engagement for cold ones
- Pipeline dashboard: visual view of every deal stage, expected close dates, next actions
- Zapier/Make automation flows connecting your CRM to calendar, invoicing, and communication tools
- Lead scoring model: prioritize hot leads over tire-kickers
- Training session (recorded) for your team on how to use the system
Pricing
Starter
$1,500 one-time
CRM setup + 2 lead source integrations + basic follow-up sequence
Standard
$2,500 one-time + $500/mo retainer
Full CRM buildout + lead routing + 3 email sequences + pipeline dashboard + team training
Premium
$4,000 one-time + $1,000-$2,500/mo
Everything in Standard + lead scoring + multi-channel sequences + monthly optimization + reporting
Turnaround
Starter
1 week
Standard
2 weeks
Premium
2-3 weeks for initial build, ongoing monthly optimization
Ideal client
- B2B service companies (agencies, consultants, contractors) with 5-50 leads/month and no system
- Sales teams still tracking leads in spreadsheets or email
- Businesses running paid ads but not converting because follow-up is manual
- Companies that bought a CRM but never set it up properly
Ready to get started?
Tell us about your project. We will get back to you within a day.
[email protected]