The problem
Inquiries come in, but replies are slow and quotes stall.
Where you are: Leads come in, but closing depends on who handles them, and usually that’s you.
You’ll recognize this if:
- New inquiries wait too long for a reply and go cold.
- Leads land with the wrong person or with nobody.
- Quotes go out and nobody follows up.
- Close rates swing depending on who handles the lead.
- Only the owner can really sell, so growth stops when you’re busy.
Our fix
Lead generation and a sales process your team can run.
What we do: We set up how leads are captured, answered, routed and followed up, then give your team the process and documents to close them.
What we build and deliver:
- Lead capture and lead forms
- Speed-to-lead and lead follow-up
- Lead routing to the right person
- Proposal and service agreement templates
- Call scripts and follow-up cadences
- A sales process map from inquiry to signed account
What changes: Every inquiry gets a fast answer and reaches the right person, quotes get followed up, and sales don’t depend on you.
What’s included
What’s included in Level 3
- Each level includes the ones before it. Level 3 includes Levels 1 and 2.
- All lead work: capture, forms, speed-to-lead, follow-up and routing
- Sales process, templates, scripts and cadences
- Up to 10 logins with two-step sign-in
- Built in 2–4 weeks
- Starts at $7,900, final price confirmed after the assessment
FAQ
Common questions
Do we need Levels 1 and 2 first?
Level 3 includes Levels 1 and 2, so you get all three together.
Will this work if I’m the only salesperson today?
Yes. The process is written down so new people can follow it as you hire.