Systems
Where your leads go
A lead comes in through your website. It sits in someone's inbox, gets copied into a spreadsheet, and gets a call back whenever somebody remembers.
You're probably already paying for tools that could handle this. They were never connected, so the connection is a person, and people get busy.
Every lead nobody called back is a customer who called someone else.
What the work is
CRM setup and cleanup
Every lead in one place, showing where it came from, what happened, and what's supposed to happen next. Nobody retypes a name.
We build on software you already pay for whenever we can. A process problem rarely needs another subscription.
Sales pipeline automation
Your pipeline is the list of jobs you're trying to win, sorted by how close each one is to a yes. Right now it's probably in your head. In the CRM, your whole team can see it.
Then it moves on its own. Send a quote, and a reminder to follow up shows up three days later. Mark a job won, and the job folder, the calendar hold and a draft deposit invoice appear without anyone typing the customer's name again.
The stages match how you actually sell. If you always visit the site before quoting, that's a stage. Stages nobody uses are where deals go to hide.
Lead capture and follow-up
Your website form, your phone calls and your texts all land in one place, instead of in someone's personal inbox until Monday.
Follow-up starts on its own: a quick reply, a nudge to your team if nobody has called back, and a second note for the people who went quiet. You decide what it says and when.
Anything that needs judgment goes to a person, so your team spends its time talking to customers instead of chasing them.
Missed-call text back
When you can't pick up, the caller gets a text from your business number saying you saw the call and asking what they need. A lot of people who reach voicemail just call the next business.
It has to come from the number they dialed, or it looks like spam. Carriers also filter texts from numbers that were never registered for texting, so we register yours before the first message goes out.
Connecting what you have
Your website, CRM, calendar, accounting and phone probably don't talk to each other. Someone on your team is the bridge, copying information from one to the next.
We connect them. It's unglamorous plumbing, and it's usually the work that gives the most hours back to your week.
Workspace and migrations
Google Workspace set up so your email stays out of spam folders, your shared drives make sense, and moving off your old system doesn't lose fifteen years of mail.
A migration puts all the risk on one day. We plan backward from what can't be lost.
Questions people ask
- Do we have to switch CRMs?
- Usually not. Most businesses are paying for something capable that was never set up. Switching is a last resort, because it means moving your data and retraining your team.
- Who owns the accounts?
- You do. Every account is created in your name with your billing, and you hold the top-level login. We get access, not ownership.
- Can you connect a system nobody supports any more?
- Often, if it can export data or has any way in at all. Sometimes connecting it costs more than leaving it alone, and we'll tell you which.
- What about the data we already have?
- It comes with you. Cleaning out duplicates is usually part of the job, because a CRM full of five-year-old duplicates is why nobody trusted the last one.