Capture
Turn every inquiry into an organized opportunity.
- Lead Capture
- CRM Setup
- Lead Routing
- Contact Organization
- Instant Notifications
CRM Setup
A CRM Your TeamActually Uses.
We configure the pipeline, lead capture, notifications, and follow-up automation so your team opens one system instead of five tabs.
Included in Implementation
What gets configured.
The Capture, Convert, and Scale pillars map directly to the setup work delivered in implementation.
Convert
Build automated systems that keep leads moving.
- Automated Follow-Up
- Lead Nurturing
- Pipeline Automation
- Appointment Reminders
- Lead Reactivation
Scale
Create connected systems built for growth.
- Client Onboarding
- Team Handoffs
- Connected Workflows
- Business Data Syncing
- AI Support Systems
Package Implementation Details
Implementation is scoped before work starts. Launch covers the foundational CRM setup — pipeline, one branded lead form, instant acknowledgment, basic follow-up automation, notifications, and onboarding for up to five team members. Grow adds the reactivation pipeline, nurture templates, consultation calendar, appointment reminders, existing contact import, and onboarding for up to ten team members.
How It Works
A Simple Four-Step Process.
- 01
Discover
We learn how your leads, customers, team, and existing systems currently work.
- 02
Build
We configure approved CRM infrastructure, workflows, and automation.
- 03
Connect
We connect approved systems so information moves where it needs to go.
- 04
Optimize
We review and refine implemented workflows within the approved service scope.
Ready for a Cleaner Pipeline?
We'll review your current setup and show you exactly what changes during implementation.