I set up the system that catches every lead, follows up on time and shows you exactly where each deal stands. You spend your time closing, not chasing.
How much you sign up for: One setup project. Keep me on after that to tune it as you grow.
Sound familiar?
Leads sit in your inbox for days before anyone answers.
Follow-ups happen when someone happens to remember.
You can't say what's in the pipeline without digging.
A quote takes a whole evening to put together.
You don't know which marketing brings in paying clients.
What changes
Every lead answered: Forms land in your CRM, the lead gets a confirmation and the right person gets an alert.
Follow-ups that happen: Reminders are set for you, so nothing slips through.
A pipeline you can see: Every deal, its stage and its next step, on one screen.
Intake that organizes itself: New requests become organized project folders, with the details pulled out.
Approvals with a paper trail: Approval links your clients can click, with a full audit trail.
Automations that speak up: Brittle Zaps replaced with wiring that logs, retries and tells you when something fails.
A portal for your clients: Status, files and approvals in one branded place instead of an email thread.
The Sales dashboard: Pipeline, outreach, lead sources and proposals, with the deals, stages and forecasts a manager can read.
Real businesses I've done this for
Heleos VDC: The website that brings in the work and the command center the whole firm runs on, for a BIM and laser-scanning firm.
Sky Events: A 59-page website that brings the inquiries in, and the command center that takes each one from first message to event day.
Earth First Consulting: A portfolio and lead platform for an MEP engineering firm: a project map, service and location pages, and a contact system wired to the CRM.
How we start
Tell me what's going on: A free 30-minute call or a two-line message. No prep, no jargon.
Get a plan and a price: In writing, before any work starts. Fixed scope, never hourly.
I get to work: You see progress every week, and you can stop at the end of any week.
Questions
Do I need a new CRM?
Usually not. I connect the one you already use, such as Zoho, HubSpot or Salesforce. If you have none, a simple one can be running from day one.
What happens if the CRM is down when a lead comes in?
The lead waits in a queue and is sent again, and it is logged either way. You get an alert before a lead is lost.
Will it work with my website?
Yes. Your forms write straight into your CRM, with where the lead came from, whoever built the site.
Can I see it before I commit?
Yes. Every sales tool has a click-through tour of the real screens on made-up data. Try them first.