Keep leads organized after the first touch
CRM + Follow-Up Automation
Leads get captured, tagged, followed up with, reactivated, and moved through a visible pipeline instead of disappearing into texts, inboxes, and memory.
Who this is for
- Businesses with leads spread across calls, email, forms, texts, DMs, and spreadsheets.
- Service teams that need repeatable follow-up after quotes or appointments.
- Owners who want to revive old leads and past customers.
What the client receives
- Pipeline stages and fields
- Lead source tags
- Forms and routing plan
- Follow-up templates
- Reminder cadence
- Reactivation campaign structure
- Monthly pipeline report
What must be clear
- Not an enterprise migration, custom software build, or regulated compliance workflow unless separately scoped.
- Tool/provider fees and messaging costs are separate unless included in writing.
Packages
Pricing is a starting structure. Final scope is confirmed after intake, access review, and complexity check.
Scope before billing
| Package | Price | Includes |
|---|---|---|
| CRM Setup | $750+ Starting point. Final scope is confirmed during intake. | Pipeline, fields, stages, lead forms, templates, and basic staff handoff. |
| Follow-Up Ops | $299/mo Starting point. Final scope is confirmed during intake. | Template maintenance, reactivation campaigns, pipeline cleanup, and monthly summary. |
| Automation Buildout | Quoted Starting point. Final scope is confirmed during intake. | Advanced routing, booking assistant, payment/proposal flows, and multi-location logic. |
Client inputs needed
- Existing leads/contacts if importing.
- Sales process, lead stages, offer details, and response rules.
- CRM/tool access or approval for setup.
- Staff responsible for follow-up.
Delivery workflow
Map the sales process.
Create stages, tags, fields, and sources.
Connect forms and lead sources.
Write follow-up templates and reminder cadence.
Test automations and hand off staff instructions.
Run monthly cleanup and reactivation planning.
Report after work ships
- New leads
- Pipeline movement
- Follow-ups triggered
- Dead leads
- Reactivation opportunities
- System blockers
Natural next offers
Missed-Call + Lead Recovery
Lead Dashboard + Reporting
Paid Traffic Management
Revenue Ops Retainers
These are suggested based on how this service usually exposes the next business leak.
Client-safe promise: this service is sold as managed implementation, reporting, and guidance. Any third-party software, ad platform, messaging provider, or outside fulfillment support is coordinated as part of the delivery path when it helps complete the contracted scope.