Automation and CRM That Help Your Business Run Itself
Smart systems that capture leads, follow up automatically, and keep your pipeline organized so you can focus on serving clients and growing revenue.
Why Most Small Businesses Lose Leads
• Leads slip through the cracks because there is no follow up system
• Manual texting and emailing eats your time and still misses opportunities
• No central CRM, so contacts, notes, and deals are scattered everywhere
• Slow response times cause potential clients to choose someone else
• Business depends on you remembering everything instead of systems handling it
What You Get
CRM Setup and Customization
We set up or clean up your CRM, organize pipelines, tags, and stages so every contact and lead has a clear place.
Automated Follow Up
Pre built sequences for new leads, missed calls, form fills, and existing clients with email, text, and reminder flows.
Booking and Pipeline Systems
Integrated forms, calendar booking, and deal tracking so you always know who is ready, and what happens next.
Our Automation Build Process
Step 1
Strategy Mapping
We map your lead sources, services, and client journey to design the right automations.
Step 2
Build and Integrate
We connect your website, forms, calendar, and CRM, then build the workflows and pipelines.
Step 3
Test. Launch. Refine
We run test sequences, go live, and make adjustments so everything runs smoothly.
What Automation Can Handle For You
Lead Capture and Response
• Website form submissions
• Social media inquiries
• Landing page opt ins
• Missed calls and voicemails
Client Nurturing and Operations
• Appointment reminders
• Follow up after consults
• Review and testimonial requests
• Reactivation campaigns for old leads
Automation Packages Designed For Real Businesses
Essential Automation Setup
Includes
• CRM setup or cleanup for one pipeline
• Basic lead capture form and contact routing
• Simple follow up sequence for new leads
• Basic appointment reminder flow
Turnaround Time
7 days
Best For
Businesses starting with automation for the first time.
Signature Automation Setup
Includes
• CRM setup with multiple pipelines or stages
• Lead capture from website and one additional source
• Multi step follow up and nurturing sequences
• Missed call and voicemail automation
• Basic tagging and segmentation rules
Turnaround Time
10 to 14 days
Best For
Businesses ready to depend on automation for day to day lead handling.
Luxury Automation Setup
Includes
• Full CRM architecture with pipelines, tags, and automation rules
• Multi channel capture from website, forms, ads, social, and phone
• Advanced nurturing sequences for new leads, existing clients, and reactivation
• Automated review and testimonial requests
• Integrated calendar and booking flows
• Monthly performance review and optimization option
Turnaround Time
14 to 21 days
Best For
Businesses that want a true operating system for growth, not just a few workflows.
Platforms We Can Connect
We integrate with most leading CRMs and tools.
• Popular small business CRMs
• Email marketing platforms
• Online calendars and booking tools
• Website forms and landing pages
Real Results From Real Small Businesses
Small Business Automation Transformation
Before: Leads scattered in email, phone, and DMs with no consistent follow up.
After: Centralized CRM, automated workflows, and a predictable pipeline of booked calls.
Common Questions
Do I need a CRM before working with you?
No. We can help you choose and set up the right CRM for your business.
Will I understand how to use everything after it is built?
Yes. We include a walkthrough and simple instructions so you know exactly how to use your system.
Can you connect to my existing tools?
In most cases, yes. We work with the platforms most small businesses already use.
What if I am not tech savvy?
That is exactly why we handle the setup. You focus on running your business while the system does the heavy lifting.
Do you offer ongoing support?
Yes. Ongoing support and optimization options are available after launch.