CRM & lead systems
Leads shouldn't live in texts, DMs, and sticky notes. We set up one simple system where every enquiry lands, gets followed up, and never falls through the cracks — usable by your whole team on day one.
Everything set up, installed, and managed.
One place where every lead lands, gets followed up, and never falls through the cracks between texts, DMs, and sticky notes.
Lead Follow-Up — $1,499 setup + $199/moSee full pricing
- CRM setup or clean-up
- Lead capture from every channel
- Pipeline & stages
- Owner notifications
- Simple, usable for your team
A clear path from problem to system.
We move fast, install inside your existing tools, and report on the results — no long discovery decks.
- 01
Discovery & audit
We map how your business actually runs and find the highest-leverage fix — the one task quietly costing you the most.
- 02
Build & install
We configure everything inside your existing tools where we can. No rip-and-replace, no months of disruption.
- 03
Train & hand off
Your team gets a plain-English walkthrough, short docs, and a number to call. No one is left guessing.
- 04
Measure & expand
We report on hours saved and leads captured, then tackle the next system worth automating.
See it in a complete system.
Every service slots into a productized Industry System — fully managed for one fixed monthly price.
Plumbing Growth System
Stop losing four-figure emergency jobs to a missed call.
HVAC Lead Capture System
Turn seasonal demand and one-time installs into year-round revenue.
Electrician Growth System
Never lose an urgent call-out or a cold estimate again.
Browse all industry systems or find your industry playbook.
Explore the rest of the toolkit.
Websites & digital presence
A fast, modern site that does more than look good — it turns visitors into booked work and replaces a Facebook-only presence.
AI assistants & chatbots
Assistants that answer common questions, qualify leads, and route bookings — so customers get a reply in seconds, any hour.
Automation & workflows
Small systems that capture leads and follow up the moment a call is missed or a form comes in — without anyone remembering to.
Dashboards & reporting
One screen that shows what the business actually did this week — bookings, leads, reviews, revenue — without a spreadsheet marathon.
AI training & managed support
We train your team on the tools that matter and keep every system running, monitored, and improving month over month.
AI training & coaching
Friendly, plain-English AI training for any skill level — for your business, your job, or just for yourself. We teach the parts that actually help you.
CRM & lead systems — questions, answered
How much does crm & lead systems cost?
Do you work with my existing tools?
Is there a long-term contract?
Who is this for?
Ready to set up crm & lead systems?
Book a 20-minute call and we'll map the highest-leverage version for your business — or build a package to see your exact CAD pricing.