Services / CRM Automation
Stop ghosting your own leads.
See who needs an answer and what comes next. I set up your CRM around how you sell.
What’s included.
- A review of how your leads move
- Stages that match how you sell
- Follow-up reminders and tasks
- Tracking for quotes and lead times
- Clean contact records
- Simple pipeline reports
- Built on the CRM you already use
How it works
- 01Walk me through itShow me how leads come in and where they get stuck.
- 02Get a planWhat changes and why.
- 03I set it upYou approve each part.
- 04LaunchI show your team how to use it.
Common questions.
What is a CRM?
A customer relationship manager: one place for every lead and customer, where each one stands, and what needs to happen next.
Do I have to switch CRMs?
No. I start with the CRM you already use. If it can’t do what you need, I’ll tell you and show you the options.
Why do leads fall through the cracks?
Usually no one owns the next step. A lead comes in, gets a first reply, then waits. Stages, reminders and tasks make the next step clear.
Will my team actually use it?
I set it up around how your team already sells, and show everyone how it works at launch. Simpler stages get used.
Is your CRM working for you?
Tell me what’s getting in the way. I’ll show you where Ai fits.