CRM & Growth Machine Setup
We set up your CRM, pipelines, automations, and lead routing so every lead is tracked from first call to closed job — and nothing falls through the cracks. The system works whether you're on the phone or on a job.
Every lead tracked from first call to closed job — automated, not manual.
The Problem
What's quietly costing you customers
Leads disappear
A call comes in, you're busy, you write it on a notepad, and it's gone by Monday. Without a CRM, there's no system — just memory, and memory leaks leads.
No follow-up system
Someone calls for a quote, you promise to get back to them, and then you don't. Not because you don't care — because there's nothing reminding you. The lead goes cold and hires someone else.
Disconnected tools
Your phone, your email, your calendar, and your contact list don't talk to each other. Leads live in scattered places and you waste time hunting for information instead of closing jobs.
What We Handle For You
Managed, done-for-you, and built to drive real results
CRM pipeline setup
A clear pipeline — new lead, contacted, qualified, quoted, booked, closed — so you always know exactly where every lead stands.
Automated lead routing
New leads are captured, tagged, and routed automatically. No lead sits unclaimed because nobody saw it.
Follow-up automation
Automated text and email sequences that follow up with leads who didn't book the first time — without you lifting a finger.
Appointment scheduling
Online booking so customers can schedule themselves — synced to your calendar, with reminders that reduce no-shows.
Unified inbox
Texts, emails, calls, and form submissions in one place. No more checking five different apps to find a conversation.
Lead tracking & reporting
Know your lead sources, conversion rate, and where leads are stalling in your pipeline — so you can fix the leak.
Documented Client Work
Real engagements, real scope
Take A Shot Photo Booth
Automated booking flow from date selection to package choice to deposit checkout — leads captured, tracked, and routed automatically without manual follow-up.
Mr. Winter Snow Services
Commercial quote request system that routes inquiries to the right channel instantly — no leads sitting in a general inbox waiting for someone to notice them.
How We Start
A simple, structured path to launch
Discovery & audit
We map how leads currently flow through your business — where they enter, where they stall, and where they're lost.
Pipeline design
We design a CRM pipeline and automation flow that matches how your business actually works.
Build & integrate
We set up the CRM, automations, integrations, and scheduling — connected to your phone, email, and website.
Test & launch
We test every flow end-to-end, then hand it over with training so you actually use it.
Questions
Frequently asked
What CRM do you set up?
We work with the platform that powers the rest of our growth engine — the same system that handles your missed-call text-back, review requests, and email automation. That way everything is connected, not another disconnected tool.
I already have a CRM — can you set it up instead?
If you have an existing CRM we're familiar with, we can discuss it. But most small businesses find that connecting everything in one system — leads, follow-up, scheduling, reviews — is what actually stops leads from falling through the cracks.
How long does setup take?
A basic CRM pipeline setup typically takes 1–2 weeks. Full automation, integrations, and scheduling can take 2–4 weeks depending on complexity. We'll give you a specific timeline after the discovery call.
Will I actually use it?
A CRM you don't use is worse than no CRM. We design it to match how you already work, set up automations so the system does the heavy lifting, and train you on what you need to know. If it's too complicated, we simplify it.
Ready to stop losing leads to a broken system?
Let's look at how leads flow through your business right now and show you where a CRM could capture the ones you're losing. Free, no obligation.