Services / [004] CRM Setup

The lead came in. Then what?

Most local businesses lose more money between the lead arriving and somebody calling it than they ever lose on ad spend. This is the part that closes that gap, and it runs whether you are free or up a ladder.

Built onGoHighLevel
Setup timeAbout one week
RunsWithout you
AccountIn your name
Add-onNot required

Where the money actually goes missing

None of these are ad problems. All of them are happening right now in most local businesses, and all of them are quiet.

01

The call you missed at 2pm

You were under a sink. They called, got voicemail, hung up without leaving one, and called the next number on the list. You will never know that happened, and it happens most days.

02

The form you found on Thursday

They submitted Monday night. By Thursday they have already had somebody out. Speed matters more than almost anything else and a form inbox is not speed.

03

The quote you sent and forgot

They did not say no. They said they would think about it, and then life happened for both of you. Nobody followed up. That job is still out there unclaimed.

04

The customer who would have reviewed you

They were thrilled. They meant to leave a review. You meant to ask. Neither happened and your Google profile stayed at eleven reviews for another year.

Missed call text back

This is a real workflow, drawn exactly as it runs. Someone calls, you cannot pick up, and this fires on its own within seconds.

01

A call comes in and goes unanswered

Busy, no answer, or straight to voicemail. All three count. You are on a job and the phone is in the truck.

Trigger
02

They get a text back automatically

"Hey, sorry we missed your call. This is [your business]. What can we help you with?" Sent before they have finished dialing your competitor.

Automatic ยท No action from you
03

You get alerted with their number

A text to your phone telling you who called and that they have already been contacted. You call back when you are off the ladder, not never.

04

The conversation continues by text

Most people would rather text than leave a voicemail. Half of these turn into a booked job without a phone call ever happening.

This one automation is usually the easiest money in the entire system. You already paid for those calls. This stops them evaporating while you are working.

New lead, first five minutes

What happens the second somebody submits a form from your ad. Same thing, drawn as it runs.

01

Form submitted

From your landing page or your ad. Their name, number, and what they need lands in the pipeline immediately.

Trigger
02

Your phone buzzes first

Before anything else fires, you get told. Name and number, so you can call while they are still on the page.

Speed is the whole game
03

They get a text and an email

Confirming somebody real received it and is coming back to them. This alone stops most people from continuing to shop around.

04

System waits for a reply

If they answer, the automation steps back and lets you take the conversation over. It is not trying to hold a fake chat with your customer.

05

No reply means follow-up starts

They go into a nurture sequence instead of a dead pile. That is the next service and it picks up exactly here.

A pipeline you can read in three seconds

Every lead sits in one of four columns. You drag them right as they move. That is the entire training.

01

Contacted

Lead came in, first message sent.

02

Replied

They responded. A real conversation is happening.

03

Quoted

Estimate is out. Follow-up runs automatically.

04

Won

Job booked. Review request fires after completion.

Everything in the setup

[01]

Pipeline build

Stages matched to how you actually sell, not a generic sales funnel borrowed from software companies.

[02]

Missed call text back

The workflow above, live on your number, running whether you are working or asleep.

[03]

Instant lead alerts

Text to your phone the moment anything comes in from any source.

[04]

Booking calendar

People pick a slot themselves. No back and forth texting about Tuesday afternoon.

[05]

Appointment reminders

Automatic texts before the appointment so fewer people forget you are coming.

[06]

Review requests

Fires after the job is marked done. This is how a Google profile actually grows.

[07]

One inbox

Texts, emails, and Facebook messages in a single place instead of three apps.

[08]

Training on it

Walked through it live until you can use it without me. It is not much use if only I know how it works.

When you don't need this

×

You already have a CRM that works

If you are on Jobber or ServiceTitan and it catches everything, keep it. We will run ads into what you have rather than sell you a replacement.

×

You genuinely answer every call

Some one person operations really do pick up every time. If that is you, the value here drops a lot and I would rather you spend the money on ads.

×

You are not running ads yet

A system for catching leads matters less when there are not many leads. Get traffic first, then build the thing that catches it.

×

Nobody will use it

If it will not get opened, it is shelfware. This works when somebody actually moves cards across the board. Be honest with yourself about that.

Questions about the CRM

Yes. The platform has its own monthly fee and text messages cost fractions of a cent each. That is separate from our setup fee and separate from ad spend. You get the real numbers on the call so there are no surprises.

No. Calls still ring your phone the way they always have. The system sits alongside it and reacts when a call goes unanswered. Your number stays your number.

The account is in your name. You keep it, the contacts, and the workflows, and you carry on paying the platform directly. Nothing gets held over you to make leaving painful.

The first text is deliberately short and plain so it reads like a person. It is not pretending to be a chatbot conversation. The moment they reply, a real human takes over, and that human is you.

The day to day is dragging a card from one column to the next and replying to texts. That is it. Everything complicated sits behind the scenes and I maintain it. You get walked through the whole thing live before it goes anywhere near a real customer.

Where this connects

How many calls did you miss last week?

Most people have no idea, which is the point. Book the call and we will look at what is slipping through before deciding if this is worth building.

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