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Custom CRM Tailored to Your Small Business

We build custom CRMs, sales and marketing systems tailored to your business so no lead gets missed and follow-ups happen automatically, turning prospects into customers.

What are lost leads costing you?
Revenue lost monthly$—Revenue lost annually$—

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See a sample assessment

Cover of the sample assessment packet. Sample: ABC Test Business (fictional data)
Cover
What we asked — ten questions, then fourteen more. Sample: ABC Test Business (fictional data)
What we asked
Revenue at risk: 10 × $5,000 = $50,000 each month, $600,000 a year. Sample: ABC Test Business (fictional data)
Revenue at risk
Fifteen-item marketing and sales scorecard, marks only. Sample: ABC Test Business (fictional data)
Scorecard
Findings and a starting package of Level 1 · Custom CRM. Sample: ABC Test Business (fictional data)
Findings

Sample: ABC Test Business (fictional data)

Before
Before: a messy spreadsheet, sticky notes and missed calls (fictional example)
After
ProspectingCompaniesPipelineFollow-upsReports
Sample prospects list with follow-ups and quote stage (fictional data)Sample company record with activity (fictional data)Sample sales pipeline board (fictional data)Sample quote follow-up sequence (fictional data)Sample sales dashboard report (fictional data)

See what changes with a custom CRM →

What’s breaking?

Pick the problem.

Leads slip through the cracksLeads sit in texts, sticky notes, missed calls and inboxes.The fix: A custom CRM puts every lead in one place.Fixed by Level 1 · Custom CRM →Follow-up is inconsistentQuotes go out and nobody chases them.The fix: Your custom CRM reminds your team who to call next.Fixed by Level 1 · Custom CRM →We don’t have marketing that worksBusiness comes from word of mouth, and nobody can tell which ads or listings pay off.The fix: We build the marketing that gets your business in front of buyers.Fixed by Level 2 · Marketing & Advertising →We don’t have a sales systemNo sales process, no playbook. Quotes stall and only the owner can sell.The fix: We build the process your team runs, with lead follow-up and routing so every inquiry gets an answer.Fixed by Level 3 · Sales & Lead Generation →
What we build

Which level fits where you are?

LEVEL 1

Custom CRM

Where you are: Leads and quotes are scattered. Deals go quiet.

What we build: Your custom CRM puts every lead, account and quote in one place, with reminders so nothing slips.

Learn more about Level 1 →
LEVEL 2

Marketing & Advertising

Where you are: Most new business comes from word of mouth. You pay for ads or listings but can’t tell which ones bring business.

What we build: Your marketing and advertising: ads structure, content, social, brand and landing pages that put your business in front of the right buyers.

Includes Level 1

Learn more about Level 2 →
LEVEL 3

Sales & Lead Generation

Where you are: New inquiries wait too long for a reply and go cold. Quotes go out and nobody follows up, and only the owner can really sell.

What we build: Lead capture and lead forms, speed-to-lead and lead follow-up, and lead routing, plus proposal and service agreement templates, call scripts and follow-up cadences, and a sales process map from inquiry to signed account. Every lead lands in your custom CRM automatically.

Includes Levels 1 and 2

Learn more about Level 3 →

See what’s included →

How it works

Four steps from first look to a system your team runs.

Diagnose

We find the root causes and what needs fixing or building.

Learn more about Diagnose →

Design

A system custom-built for your business and your customers.

Learn more about Design →

Build

We build your system in 2–4 weeks.

Learn more about Build →

Run

We train your team and keep it running.

Learn more about Run →
See it work

From new lead to signed job.

Every step of the way is set up for you, so you close more prospects sooner.

NEW

Sample CRM record: new lead from a Google Ads quote form (fictional data)
New lead logged with its source and a follow-up task

QUOTED

Sample CRM screen: three-touch quote follow-up sequence (fictional data)
Quote follow-up emails go out on schedule

WON

Sample CRM screen: sales pipeline board (fictional data)
Every deal tracked through to signed

Sample: ABC Test Business (fictional data)

See how a custom CRM works →

How Our Systems Stop the Revenue Loss

Every bid tracked. Every follow-up on the calendar.

Each contact, open bid or quote, and next step lives in one record. Follow-ups are scheduled automatically until you get a yes or no.

  • Contacts and accounts in one place
  • Bid and quote status at a glance
  • Follow-up tasks with due dates
  • Every call and email logged
Company record with contact details, an open bid, follow-up tasks with due dates and an activity timeline (sample data)

Check your revenue at risk →

Pricing

Starting prices

LEVEL 1

Custom CRM

Starts at$3,500
LEVEL 2

Marketing & Advertising

Starts at$5,500
LEVEL 3

Sales & Lead Generation

Starts at$7,900

Each level includes the ones before it. One-time build fee, plus a monthly care plan ($100/mo) for hosting support and updates. Month-to-month care plan after your build. Final price confirmed after the assessment. Add-ons: Market Research & Competitive Analysis, Website Creation, and Data Migration.

See Pricing → Compare what’s in each Level →

Your data stays yours. We don’t sell or share it.

Your Business. Our Systems.

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