Forte
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Work the Lead

The first business to follow up usually wins. Make sure that's you.

What I Build

CRM Setup

One place for every lead and customer. Clean data, proper tags, real pipeline stages. Not a spreadsheet pretending to be a CRM.

Automated Follow-Up

Emails, texts, and reminders that go out in seconds. Every lead gets the same professional experience without anyone remembering to send it.

Pipeline and Stages

See every deal, where it is, and what needs to happen next. Built around how you actually sell, not a generic template.

Smart Lists and Segments

Know who's hot, who went cold, who needs a nudge. Tags and segments that mean something so you're always talking to the right people.

Sound Familiar?

Leads come in but nobody follows up fast enough.

Speed wins. We build follow-up that fires in seconds, not hours. Automatically, every time.

Our CRM is a mess. Half the data is wrong.

We rebuild it clean. One source of truth. Proper tags, proper stages, real data you can trust.

I'm the only one who knows where everything is.

That's a risk, not a system. We build the CRM and document it so anyone on your team can see the full picture.

How I Work

1. Discovery - I figure out how leads come in today, where they go, and where they're dying.

2. Build - I set up the CRM, the pipeline, the automations. Everything tested with real data.

3. Handoff - Your team knows how to use it. Documentation, training, and support included.

Timeline: 3-6 weeks. Leads stop falling through.

Results

Modern Bungalow15 hrs/month back
CR Deals Cincinnati$52K/year saved
KlnBros AgencyBack online in 2 hours
Seth Forte

Got a problem?

Book a call. Just tell me what's not working.