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CRM & Sales Automation

The follow up system that catches what marketing generates

Leads are not the hard part. Responding fast, following up long enough, and never losing a record is where most revenue is won or lost. We build that machine and connect it to everything else.

What this includes

  • CRM setup or cleanup with pipelines, stages and owners
  • Lead scoring, routing and speed to lead automation
  • Email and SMS sequences for new, nurtured and stalled leads
  • Missed call text back and voicemail follow up
  • Appointment booking, reminders and no show recovery
  • Database reactivation, review requests and referral campaigns
  • Retention, win back and sales enablement assets
  • Attribution dashboards from source to closed revenue

Typical deliverables

  • Pipeline and stage definition document
  • Automation map and sequence copy
  • Integrations with ads, site, phone and calendar
  • Sales scripts and objection guides
  • Reporting dashboard and training session

How we work

Our approach

01

Respond in seconds

Every new lead triggers instant contact across the channel they used, day or night.

02

Score and route

Budget, timeline, service and location determine who gets called first and by whom.

03

Follow up longer

Most sales come after several touches. Sequences run until the lead books or opts out.

04

Recover the misses

Missed calls, no shows and cold quotes each get their own automated recovery path.

05

Mine the database

Past customers and dead leads are the cheapest revenue available. We work them on a schedule.

06

Report to revenue

Dashboards run from source through booked, shown and closed so budget decisions are evidence based.

Built on GoHighLevel

One pipeline every lead runs through

This is the organize and follow up stage of the full system: pipeline stages, campaign source, owner assignment, tasks and notifications, deduplication, missed call recovery and abandoned form recovery all live in GoHighLevel.

  • Pipeline stages
  • Campaign source tracking
  • Owner assignment
  • Tasks and notifications
  • Deduplication
  • Missed call recovery
  • Abandoned form recovery

GoHighLevel access and software fees are separate from our fee, and nothing is connected until a project is scoped and approved. If you already use GoHighLevel, we audit and clean the existing setup before replacing anything.

Already use GoHighLevel?

We audit and clean the existing setup before replacing anything.

What is not included

  • CRM, email, SMS and dialer subscriptions plus usage charges are billed by the providers to you.
  • You own the CRM account and all customer data.
  • Opt in, consent and messaging compliance requirements are your legal responsibility; we implement to your policy.

Start with the free website diagnostic

We analyze your public pages, show what is already working, where opportunities are leaking, and the safest next marketing move. Name and business email are requested during the analysis so the report can be saved and unlocked.

Direct contact and calendar connection pending.

Analyze My Website Free