Stage 1 of 4
Foundation
Get your system built and everything connected.
Before you spend on ads or hire a sales team, you need infrastructure that doesn't leak. Most businesses are running on duct tape, a CRM nobody uses, emails landing in spam, a booking form that goes nowhere. We fix all of that first.
What's Included
●
CRM Setup & Configuration
We set up your CRM (GoHighLevel, HubSpot, or similar), configure pipelines, and connect it to your existing tools. No more leads tracked in a spreadsheet or lost in your inbox.
●
Payment Processing
Stripe, Square, or PayPal integrated directly into your booking flow or sales process. Invoices, subscriptions, and one-time payments all connected and automated.
●
Email Deliverability
Custom domain email setup, DKIM, SPF, and DMARC records configured. Your emails stop landing in spam and your sender reputation is protected before you send a single campaign.
●
Booking & Scheduling
Calendly or native CRM scheduling connected to your calendar, confirmation emails, reminders, and follow-up sequences. Clients book; it just works.
●
Lead Tracking & Pipeline
Every lead source captured and tagged. Pipeline stages configured so you always know where a deal is and what's next. No more leads falling through the cracks.
●
Basic Follow-Up Automation
Automated SMS and email follow-up when a lead comes in or a form is submitted. Speed-to-lead handled automatically so you respond before your competitor does.
Who This Is For
New businesses that need to build their tech stack from scratch
Businesses running everything manually with no real system in place
Companies that just switched tools and need everything reconnected
Businesses where leads are coming in but nothing is being tracked
Anyone spending on ads before they have a system to handle the leads
Teams where every new hire has to learn a different way of doing things
Ready to build the foundation?
We start with a 30-minute call to understand your current setup and figure out what needs to be built. No pressure, no pitch, just a clear picture of what it would take.
Schedule a Call
Book a Call
Prefer to skip the back-and-forth? Pick a time and let's talk.
