Every lead answered in seconds.
A specialist builds your CRM so every call, form and ad lead gets a reply right away, and the follow-up keeps going until they book. It’s the system that catches what your ads and your website bring in. No lead sits in an inbox overnight.
Setup from $1,500 · Then $299/mo · Month to month.
Every lead on one board, moving on its own.
Each stage runs its own automations, so no lead waits on someone remembering to call back. You see every job, what it’s worth and where it came from.
Example board. The stages and automations are the ones we build.
Automations that do real work.
Three workflows we built and run for clients. Most businesses start with the basics on the board above and add workflows like these as they grow.
From consultation to revenue, and back to Google.
Every consultation gets reminders, a no-show gets rebooked, and the front desk gets a task to send the quote. When the invoice is paid, the revenue goes back to Google Ads every night, so the ads learn which searches become patients.
Every pharmacy shipment matched to the right patient.
The pharmacy’s shipping emails land in a shared inbox. Every 10 minutes the system reads them, finds the patient by name and address, and writes the tracking number to their record. Anything that doesn’t match cleanly goes to the ops team.
An estimate built before anyone touches the lead.
A lead comes in, the system looks up the property, builds a custom estimate and sends personalized follow-ups, all before anyone on the team touches it. This is where CRM work turns into AI work.
Numbers from CRMs we built.
Leads only turn into revenue when someone answers them. These are verified in the CRMs we run.
Now when a lead comes in, the system looks up the property, builds a custom estimate and sends personalized follow-ups before anyone on my team touches it.
Individual results vary.
Want to know how fast your leads get answered today? Tell us how leads reach you and we’ll map where they slip.
Set up once. Month to month after.
One setup fee covers the build and your first month. From month two it’s $299 a month for the platform and an hour of support, or $599 with three hours. Live in about two weeks, no contract.
For any business losing leads to slow replies
- Missed-call text-back
- An instant text and email to every lead
- Three follow-ups after the first reply
- Appointment reminders and no-show rebooking
- A review request after every job
- Pipeline, booking calendar and your contacts imported
- Text registration handled
For businesses that quote before they book
- Follow-up on every open estimate
- A campaign to your past customers at launch
- Email and text nurture
- A dashboard of leads and bookings
- Connections to the tools you already use
- Everything in Speed-to-Lead
For more than one location, or a complex setup
- Custom workflows
- Deeper integrations
- Every location on one system
- Recorded how-to guides for your team
- Everything in Follow-Up System
Health practice? A HIPAA-compliant setup adds $500, plus $99 a month.
Book a Call →Texts, calls and email are billed at what they cost us, usually $20 to a few hundred dollars a month depending on volume. Extra work is $125 an hour, and only after you approve it.
CRM and automations, answered.
Anything else, ask on the call. Tell us how leads reach you today and we’ll map where they slip.
How much does a CRM setup cost?
Setup is $1,500 to $5,000 or more, depending on what gets built. After the first month it’s $299 a month for the platform and an hour of support, or $599 with three hours. Texts, calls and email are billed at our cost.
Which CRM do you use?
HighLevel. Calls, texts, email, forms, calendars and reviews run in one place, so there’s nothing to stitch together.
Will it sound like a robot?
No. Every message is written for your business in plain language. When someone replies, the conversation lands in one inbox for your team, on the app or the desktop.
Why does texting take weeks to turn on?
Phone carriers require every business that texts customers to register first. We file it on day one. Approval is up to the carriers and can take a few weeks. Calls and email work in the meantime.
Can it connect to the software I already use?
Usually. The Follow-Up System includes connections through Zapier or Make, and custom builds handle deeper integrations. Tell us what you use on the call.
Is it HIPAA compliant?
It can be. Health practices get a HIPAA-configured account under our HighLevel HIPAA setup and business associate agreement, for $500 at setup and $99 a month.
What happens to my data if I leave?
It goes with you. We move your contacts, conversations, pipelines and workflows into a HighLevel account in your name and port your phone number to you, at no charge.
Where does AI come in?
Once the CRM runs, AI goes on top. For a house-moving company, the system now looks up the property, builds a custom estimate and sends personalized follow-ups before anyone on the team touches the lead. That’s our AI consulting and implementation side.
A free 30-minute call.
If I can’t help, I’ll say so.
Tell me what’s going on in the business and I’ll tell you what I’d fix first. No deck, no pitch, nothing to sign.
MONTH TO MONTH · NO CONTRACT · EVERY ACCOUNT IN YOUR NAME