CRM
The most expensive leak in most businesses is not the marketing budget. It is the enquiry that came in on a Friday afternoon and never got called back.
In short
Missed follow-ups mean lost sales. We set up a simple CRM so every lead is tracked and no deal slips through the cracks.
- Pipeline & Stage Design
- Automation & Sequences
- Team Onboarding
- Reporting Dashboards
A CRM fails for one of two reasons: it was configured with a generic template that does not match how deals actually move, or it demands so much manual data entry that the team quietly goes back to the notes app. Both end the same way — a system nobody trusts and a pipeline nobody believes.
Deliverables, not deliverable-shaped words.
Every one of these is a real artefact you receive, or a change we make to something you own. Keep scrolling — they come one at a time.
5 deliverables
Pipeline design
Stages named after what actually happens in your business, with a written definition of what moves a deal from one to the next. Ambiguous stages are why forecasts are fiction.
Lead capture
Every source — website forms, phone, the Google profile, social DMs, paid ads — landing in one place automatically, with the source recorded so you can tell what is working.
Automation and sequences
Instant acknowledgement, follow-up reminders that fire whether or not anyone remembers, and the escalation for a lead sitting untouched. Automating the follow-up, not the relationship.
Team onboarding
A live walkthrough, a short written process, and a first month where we watch how it is actually being used and fix what is being avoided.
Reporting
A dashboard that answers the three questions you actually ask: what is in the pipeline, what is going stale, and where deals die.
In this order, for a reason.
Map the real process
How a deal moves today, including the parts nobody has written down.
Build it
Pipeline, fields, capture, automations — configured to that map.
Migrate and onboard
Existing contacts in, team trained, process documented.
Tune
Watch a month of real usage and fix the friction that shows up.
Who this is for — and who it is not.
A good fit if
- You get more enquiries than one person can reliably track in their head
- More than one person touches a deal
- You suspect leads are going cold and cannot prove it
Probably not yet if
- You have almost no inbound yet — fix the demand side first
Which CRM should we use?
Usually the one you already pay for, configured properly. Migrating platforms is expensive and is rarely the actual problem. If you have nothing, we recommend based on team size and budget, and you own the account.
Will the team actually use it?
Only if it takes less effort than not using it. That is a design constraint, not a training problem — which is why the build is followed by a month of watching real usage and removing whatever is being skipped.
Can we see it before we buy?
Yes. There is a working pipeline board on the home page you can drag leads around in — that is the real thing, not a screenshot.
Want to know what CRM would do for you specifically?
The audit answers that before anything is scoped or priced. You get a written list of what we found, what it is costing you, and what we would do about it.