CRM & Pipeline Setup
Every lead tracked, every quote visible, nothing forgotten.
Sound familiar?
“Leads come in from everywhere and some just disappear.”
Who it's for
Businesses tracking leads in texts, notebooks or memory.
What's included
- CRM or job management pipeline setup
- all lead sources flowing in (website, phone, email, Google)
- stages and reminders
- contact and job history
- mobile access
What changes
Every enquiry captured
a clear view of what's coming up
How it works
- 01
Free Health Check
45 minutes on how your business runs now and where the time's going.
- 02
Fixed-price proposal
A written scope and a fixed price. No open-ended invoices.
- 03
Build and train
I set it up, test it with you and train your team.
- 04
Ongoing support (optional)
A monthly plan if you want someone keeping it running.
Related services
- Connect
Sales Process Design
A clear path from enquiry to won job, written down and repeatable.
See what's included - Connect
Sales Dashboard
Enquiries, quotes, win rates and pipeline value at a glance.
See what's included - Connect
AI Lead Follow-up
Personalised follow-ups on every quote, sent at the right time.
See what's included
Your next step
Let's find what's costing you nights.
A free 45-minute Health Check. You get a one-page scorecard and a clear, fixed-price recommendation. No obligation.