Lead Engine
CRM setup & sales automation that stops leads from falling through
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."
What You Get
- 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
CRM setup + 2 lead source integrations + basic follow-up sequence
One-time. Turnaround: 1 week
Standard
$2,500 + $500/mo
Full CRM buildout + lead routing + 3 email sequences + pipeline dashboard + team training
One-time + retainer. Turnaround: 2 weeks
Premium
$4,000 + $1,000-$2,500/mo
Everything in Standard + lead scoring + multi-channel sequences + monthly optimization + reporting
One-time + retainer. Turnaround: 2-3 weeks
Ideal For
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 Stop Losing Leads?
Free 30-minute pipeline audit. We'll show you where leads are disappearing.