Revenue Operations & CRM
Your leads are in five places. None of them talk to each other.
Texts, voicemails, sticky notes, a spreadsheet somebody started, and your memory. I build one system that holds all of it — and follows up whether you remember to or not.
The mess
A CRM you never set up is just another bill.
Most small businesses don't need more software. They need the software they already pay for to actually reflect how they sell.
What gets built
One place. Built around how you actually sell.
01
A pipeline that matches reality
Your real stages — not a template's idea of them. If you quote, then follow up twice, then close, that's what the system does.
02
Follow-up that fires itself
Day 1, day 3, day 7, day 30 — automatic. The deals you're losing to silence stop being lost to silence.
03
Every lead source, one inbox
Calls, web forms, social DMs, walk-ins. All of it lands in the same place with the same follow-up.
04
Your existing data, cleaned up
The spreadsheet, the old CRM, the notebook — imported, de-duplicated, and made usable instead of abandoned.
05
Numbers you can actually use
What's in pipeline, what closed, what stalled and where. The reporting a bank or investor expects to see.
06
Training so it sticks
You and your team get walked through it. A system nobody opens is worse than no system.
Pricing
Scoped to your business, priced before we start.
The range is wide because a one-person operation and a fifteen-person team need genuinely different builds. The free audit determines which — and you get the exact number before committing to anything.
Setup
The build itself
$2,000–6,000
one-time
- Pipeline & stage design
- Automation build-out
- Data import & cleanup
- Team training
Ongoing
Keeping it working
$500–1,500
per month
- Optimization as you grow
- New automations as needed
- Reporting & review
- Direct support
Already have a CRM?
We'll fix what you own
Audit first
free
- No point paying twice
- Rebuild or repair — whichever fits
- Migration if you're switching
Every build starts with a free audit.
Other systems
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Missed calls and messages, caught and booked automatically.
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TikTok, Instagram, Facebook, YouTube, Yelp — handled.
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Process documented so it isn't all in your head.
Learn more →Let's look at where your leads are going.
Fifteen minutes, free. I'll map how leads move through your business today and where they're falling out.
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