02 — CRM builds
Your CRM, configured around how you actually sell.
A CRM out of the box is a demo. Configured properly it runs the business. We do the configuration.
What we run on
- HighLevel
- HubSpot
- Gmail
- Google Calendar
The problem
Every enquiry lands in the same inbox as everything else, and the follow-up depends on whoever remembers. When you are on site, that is nobody.
Seven forty am
Every enquiry in one place.
Not a shared inbox somebody has to remember to check. One list, every lead, each one tagged to where it came from.
Somewhere every lead lands
One enquiry. Fifteen places it could vanish.
An enquiry that arrives in a shared inbox is already lost. This is what happens instead, and the order matters more than any single part of it.
It arrives
01
Somebody fills in a form
With the click ID still attached, so we know which ad, which keyword and which page produced them.
- 34 fields captured
- Origin travels with it
It is saved
02
The database write happens first
Before any sync, any email, any notification. If everything downstream fails, the lead is still safe.
- One table per service
- Nothing can overwrite it
It fans out
03
Two independent syncs
One to the CRM, one to the email platform. Either can fail without affecting the other.
- Verified by reading it back
- Not by trusting a success message
It is chased
04
The follow-up starts on its own
Most people are not ready that week. The sequence keeps going while you work.
- Immediate acknowledgement
- Day two, real information
- Day six, a soft close
A lead you cannot trace is a lead you paid for twice.
Once to get it, and again to replace it.
ONE PLACE
Saved before anything else happens.
The database write comes first. If every sync, every notification and every email fails, the lead is still there.
What you get
- 01
A pipeline that matches how your team actually closes.
- 02
Automations that fire on the events that matter, not everything.
- 03
Templates for the emails and texts you send fifty times a week.
- 04
Integrations to the tools you already run.
- 05
A written record of what fires when, so nothing is a mystery.
Fourteen days
Forty one pipelines, one per service.
43
Pages published
41
Lead pipelines
123
Automated emails
Verified in the client's own accounts
How it runs
01
Half a day mapping how the business already sells, in real terms.
02
We rebuild it against that map.
03
Team walkthrough, then a fortnight where we sit close and adjust.
A lead you cannot trace is a lead you paid for twice.
Once to get it, and again to replace it.
Book a call
Show us what you already have.
One conversation. No deck, no pitch.
- 01We find the bottleneck. In time, in lost jobs, or in your own week.
- 02You get it in writing. What we would build, what it changes, what it costs.
- 03You decide. If it is not worth it, you still keep your system written down.
Also
- Websites
We build websites that do the two jobs marketing sites are supposed to do. They get found, and they turn a visitor into a lead.
- Google Ads
Search is the only channel where the customer tells you what they want before you spend anything. We build the account around what they type, not around what sounds good in a meeting.
- Meta ads
Nobody on Facebook is looking for you. The ad has to do the work of finding the right person, and the creative is what does it. Interests and audiences are a distant second.