Fewer deals fall through the cracks
CRM Setup and Automation for Small Businesses
A CRM your team actually uses.
A CRM only helps if your team uses it. I set up, clean up and automate your CRM so leads, deals and follow-ups move through it on their own, and your pipeline is always up to date.
Starting from $1,500 one-time · Final price after your free audit
No manual data entry or status updates
Use the software you already pay for
Starting from $1,500 one-time Optional care plan from $199/mo. Final price after your free audit. All prices ›
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
The project · Starting from $1,500 one-time
- A review of your current CRM, or help choosing one if you have none
- Pipeline stages and fields designed around how you actually sell
- Lead capture connected from your website forms, calls and other sources
- Data import from your old system, with duplicates cleaned up
- Tasks, reminders and pipeline dashboards switched on and tested
- A training walkthrough for you and your team
After launch
- No monthly fee: the setup is a one-time project you own
- Optional care plan from $199/mo, month to month
- Care plan covers monitoring, fixes, small changes and a monthly report
- Without the plan, later changes are quoted as needed
Extra costs, billed at cost
- Your CRM subscription, if you don't already pay for one
- Any add-ons or extra seats your CRM charges for
- All tools opened in your business's name and billed at cost, with no markup
What I need from you
- Admin access to your CRM and your lead sources
- Exports of your contacts and deals from any old system
- A short session to walk me through how a lead becomes a sale
- Your team's time for the training session
Not included
- Software reselling or commissions (I don't resell software)
- Ongoing data entry for your team
- Writing sales scripts or marketing emails
- Large custom integrations beyond your CRM (quoted separately)
What you get at launch
- Every pipeline, field and automation written down in plain English
- Your CRM and all data in your business's name
- A cleaned, de-duplicated contact list
- A trained team and a short how-to guide
Example conversation
See it work
Every lead lands in one place, with a next step.
- 1
Leads come in
Website forms, calls and other sources drop straight into your CRM, with duplicates caught before they pile up.
- 2
Tasks appear
Each new lead gets an owner and a follow-up task, and deals that go quiet get flagged so someone reaches out.
- 3
You see the pipeline
A dashboard shows every deal by stage and your close rate, without anyone building a report.
The problem
Why it matters.
Many businesses pay for a CRM that's half set up, full of duplicates and ignored by the team. Leads live in inboxes, texts and memory, so nobody knows the real pipeline.
What's included
What it does.
- Pipeline and stage design for how you actually sell
- Automatic lead capture from every source
- Tasks and reminders created for your team
- Duplicate cleanup and data import
- Dashboards for pipeline and close rate
- Team training
How it works
From first call to live.
- 1
Review what you have
Your current CRM, or help choosing one if you have none.
- 2
Rebuild and import
Clean pipelines, fields and data.
- 3
Automate and train
Automations switched on, then a walkthrough for your team.
Who does what
The CRM keeps itself current. Your team sells.
- Adding new leads from your forms, calls and other sources
- Catching duplicate contacts before they're created
- Assigning leads and creating follow-up tasks
- Reminders when a deal sits too long in one stage
- Pipeline and close-rate dashboards
- The calls, meetings and conversations that close deals
- Moving a deal forward when a customer says yes or no
- Deciding how your sales process should work (we map it together)
Example
A month in the pipeline, before and after.
- About 60 leads a month spread across inboxes, texts and sticky notes
- The same customer entered two or three times
- Follow-ups depend on someone remembering
- No clear answer to "how much is in the pipeline?"
- Every lead captured in the CRM the moment it comes in
- Duplicates caught and merged
- A follow-up task created for each lead, with reminders
- Pipeline value and close rate on one screen
Illustrative example for a home services company with about 60 leads a month, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Real estate
- Insurance
- B2B services
- Home services
- Agencies
- Financial advisors
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- HubSpot
- Salesforce
- Pipedrive
- Zoho
- GoHighLevel
- Follow Up Boss
- monday.com
Pairs well with
Related services.
Lead Follow-Up Automation
More of the leads you already get turn into customers.
Starting from $199/moLearn more ›Automated Reporting and Dashboards
Spot what's working and do more of it.
Starting from $99/moLearn more ›Workflow Automation and Integrations
Faster response at every step customers see.
Starting from $750 per workflowLearn more ›CRM Setup and Automation questions.
Do I need a new CRM?
Usually not. Most of the time the one you already pay for can do the job once it's set up properly.
Which CRM do you recommend?
Whatever fits your team and budget. I don't resell software, so there's no reason to push one.
Can you move my data from an old system?
Yes, including cleanup and de-duplication.
What is CRM automation?
It means your CRM does the routine work on its own: adding new leads, assigning them, creating follow-up tasks and updating dashboards. Your team spends its time talking to customers instead of typing records.
How much does CRM setup cost?
From $1,500 as a one-time project, with an optional care plan from $199/mo. The final price depends on your CRM, your lead sources and how much data needs cleanup, and you get it in writing after the free audit.
Is there a monthly fee?
No. The setup is a one-time project you own. The care plan is optional and month to month, and it covers monitoring, fixes, small changes and a monthly report.
What if my team won't use the CRM?
That's usually because it asks them to do too much typing. I set it up around how you actually sell, automate the data entry and train your team, so using it takes less effort than avoiding it.
Does it work with my website forms and phone calls?
Yes. Lead capture is connected from your website forms, calls and other sources you use, so new leads show up in the CRM without anyone entering them.
Will my team still have to enter data?
Much less. New leads, tasks and reminders are created automatically, but notes from a conversation and decisions on a deal still come from your team.
Who owns the CRM and the data?
You do. The CRM and all data are in your business's name, and every pipeline, field and automation is written down in plain English.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.