What we set up — and what changes when it's set up
Every business we work with is missing a handful of these. We start with whichever removes the most friction fastest, set it up properly, and make sure your team is actually using it before we move to the next one. Nothing is sold as a bundle.
CRM Setup
Customer info lives in three different places — your phone, a spreadsheet, and whatever you can remember. When someone calls back six months later, you're starting from zero, and something has definitely slipped through already.
What we set up
- Salesforce, HubSpot, or a lighter tool — chosen for how your business runs, not the biggest name
- Every existing customer record migrated over and cleaned up
- Pipeline stages that match how you actually close work, not a generic template
- Your team trained on it and using it inside the first week
What changes for you
You open one thing and see the whole story — every job, every call, every note, right where you left it. New hires look competent by day two instead of week six, and nobody's carrying the customer relationship around in their own head.
Workflow Optimization
Work moves through your business by accident. A job comes in, and depending on who picks up the phone, three different things might happen next — steps get skipped, someone redoes work, and you only find out when a customer complains.
What we set up
- A full map of how a job actually moves today, start to finish
- Every manual step, double entry, and dropped handoff called out and fixed
- A documented process your team can actually follow
What changes for you
Work moves the same way every time, whoever picks up the phone. You stop hearing about the same mistake for the third time, because the step that caused it doesn't exist anymore.
Automations
Every missed call is a missed job. You're on a ladder or under a sink when the phone rings, and by the time you call back, they've already booked with someone else.
What we set up
- Missed-call text-back so no inquiry goes silent
- Automatic review requests after a job's done
- Invoice chasing that doesn't need you to remember
- Appointment reminders sent without a phone call
What changes for you
Built on n8n and running quietly in the background. Every missed call still gets a next step, even when you're elbow-deep in a job — you stop losing work to whoever happened to answer first.
Lead Follow-Up & Conversion
You know leads slip through. Someone fills out the form, you mean to call back, three days go by, and now it's cold. You don't even know how many you've lost this way.
What we set up
- Every inquiry logged the moment it comes in, from every source
- Follow-up sequences that keep going until someone books or says no
- A simple view of what's open, what's stalled, what's dead
What changes for you
Every inquiry gets chased until it has an answer — booked or not. You find out how many jobs you were actually losing to silence, and you stop losing them.
Sales Engine Building
Sales works because you personally chase it. Take a week off and the pipeline doesn't move — there's no process, just you doing the same things from memory every time.
What we set up
- The full path mapped out, first contact to signed job
- Templates and stage-by-stage next actions anyone on your team can follow
- A pipeline view that shows exactly where every deal is stuck
What changes for you
Deals move whether or not you're the one pushing them. You can finally tell a new hire what to do next instead of doing it yourself, again.
Integrations
Your calendar, invoicing, and website don't talk to each other. You enter the same customer three times in three tools, and eventually one of them gets it wrong.
What we set up
- Calendar, invoicing, phone system, and website connected to each other
- Data flows one direction, entered once
- A short list of the handful of tools you actually need, not twenty
What changes for you
You enter a customer's details once, and every tool has it. The version that's wrong disappears, because there's only one version.
Practical AI
You hear about AI everywhere and can't tell what's real from what's hype. You don't have time to run experiments on your own business.
What we set up
- AI drafting first-pass quotes from your pricing and job details
- Calls and voicemails summarized automatically, so nothing gets missed
- Inbox triage that flags what needs you and files the rest
What changes for you
No experiments — only things proven to save real hours. The first draft of the quote, the call summary, the flagged email are already done before you sit down, so you spend your time on the parts of the job only you can do.
Platform Onboarding
Customers expect you on Uber Eats, a booking app, or Google — and you either haven't set it up, or set it up wrong and it's costing you margin.
What we set up
- Proper setup on platforms like Uber Eats, booking marketplaces, and Google Business Profile
- Pricing and listings configured so platform fees don't eat your margin
- Orders and bookings flowing into the same system as everything else
What changes for you
Customers find you and book through the channels they already use, and what you make on those orders actually reflects what the job costs you. No separate tablet buried under the counter that nobody checks.
Ready to get your
business running better?
Book a free 40-minute call. We'll talk about your business, find the highest-impact changes, and give you a clear path forward — no strings attached.
No commitment. No pitch. Just clarity.