No commitment. You get a written brief with prioritized fixes.
Most sales conversations are lost before a human ever joins them. A lead fills a form, no acknowledgment lands, the follow-up never gets sent, and the pipeline stage it sits in has no owner. We build the system that stops all of that. Speed to lead under 60 seconds, nurture sequences that sound like your best closer, and instrumented handoffs from MQL to SQL to quoted to won.
The lead that gets a response inside a minute is the lead you get to keep. Every other follow-up is a coin flip. We wire every inbound source into one automation that fires SMS and email acknowledgment before the lead has closed the tab, then routes the live reply to a named owner with full context.
No "just checking in." No "circling back." We write cadences in your voice, segmented by source and stage, so the message a lead gets fits where they actually are in the decision.
Within one business day.
Sequences drift. Offers shift. Lead sources come and go. We run a weekly cadence of sequence iteration, dormant-lead reactivation, and handoff-SLA checks so the system keeps working after the buildout is done.
Most leads are lost between the form and the follow-up.
A lead fills out the form at 9:47. The first human response goes out at 2:15 the next afternoon. The lead has already called the next competitor. A quote gets sent, then sits for ten days because nobody on the team owns the reactivation. The welcome email runs once and then the sequence just ends. Half the pipeline is sitting in a spreadsheet nobody opens. None of this shows up as a problem on any dashboard, because there is no dashboard.
Our CRM engagement starts with a forensic audit of every lead source, every handoff, and every sequence, then rebuilds the system around sub-minute speed to lead, segmented nurture, and instrumented pipeline stages. GoHighLevel for home-service operators. HubSpot for B2B. Klaviyo for DTC. Then we run it monthly so the platform changes, compliance shifts, and new offers get absorbed without breaking the plumbing.
The lead that gets a response inside 60 seconds is the lead you have a real shot at keeping. Every minute after that is a hostile competitor with the same offer and a faster phone. We route every inbound, every source, through one automation so the acknowledgment goes out before the lead has navigated away.
No "just checking in." No "circling back." No "per my last email." Nurture copy gets written in your voice, segmented by where the lead came from and where they sit in the pipeline, so the message fits the moment. The best cadence sounds like your best closer wrote it while waiting for a coffee.
Pipelines leak at the transitions between stages. A lead moves from marketing to sales and sits. A quote goes out and nobody owns the follow-up. Fulfillment gets a won deal and the clock starts unclocked. We name an owner on every transition, set an SLA, and measure the gap, so the leaks stop being invisible.
Three inputs, three numbers. Useful for framing how many deals today's close rate leaves on the table, and how many a speed-to-lead and nurture rebuild can recover inside the same pipeline. Directional only. Your real lift depends on lead source, offer, and how broken the current handoff is.
The incremental number is deals the same inbound volume can produce once speed to lead drops, nurture catches the leads sales forgot, and dormant quotes get reactivated. It is not extra lead volume. It is the share of your existing leads that stop slipping through the cracks.
Every CRM and automation engagement ships with these six as the baseline. Additional scope layers on top depending on pipeline complexity, platform mix, and how deep the SMS and email cadences need to run.
Pipeline configuration, custom fields, stage definitions, automation triggers, and user permissions. Done right the first time, inside your tenancy.
Sub-60-second automated acknowledgment via Twilio or Mailgun the moment a lead lands. The single highest-ROI automation for home-service operators.
Email and SMS drip sequences written in your voice. Segmented by lead source, service interest, and pipeline stage so the message fits where the lead is.
Dormant lead reactivation, post-quote follow-up, and repeat-customer programs. The easiest revenue most brands never go after.
For DTC: Klaviyo flows including welcome, abandoned cart, browse abandonment, post-purchase, winback, VIP, and review solicitation. TCPA-compliant SMS on top.
Pipeline velocity, stage-to-stage conversion, speed-to-lead timing, and source-to-close attribution. Dashboards your team will actually read every Monday.
What lives in the CRM today, what is leaking, and what can be recovered. Includes a sample audit of 50 recent leads to quantify lost revenue.
New pipeline stages, trigger logic, sequence map, and automation architecture. Delivered in a blueprint your team can review before anything gets built.
The actual buildout in GoHighLevel, HubSpot, or Klaviyo. Typically 3 to 5 weeks depending on complexity.
Specific numbers depend on your lead mix, your sales motion, and how broken the current handoff is. What we commit to is the method and the transparency. Here is what clients feel, quarter over quarter, when the rebuild is working.
This is a generalized example to show the shape of the work. Every engagement starts with a forensic audit, and the audit tells us what is realistic for your pipeline, your lead mix, and how tangled the current sequences have become.
Fixed-fee buildout. Monthly retainer for sequence development, reporting, and ongoing optimization. Platform licenses (GHL, HubSpot, Klaviyo) are paid directly by you.
Intake script: Ad-hoc questions → Coached inbound playbook
Program depth: No paid, no site, no CRM → Paid, web, and GHL pipeline
Klaviyo: Basic welcome → Education-led and quiz-driven flows
No. We work across GoHighLevel, HubSpot, Salesforce, Pipedrive, Close, Klaviyo, Postscript, and several others. The right CRM depends on your workflow, team size, and integration needs. We will recommend, but you decide.
We audit what you have and extend it rather than replace it where possible. Rip-and-replace is a last resort because it kills historical data continuity.
Every SMS program includes TCPA-compliant opt-in flows, clear opt-out language, quiet hours, and record-keeping. We also run A2P 10DLC registration for the brands that need it.
Yes. We regularly integrate with CallRail, Twilio, RingCentral, and OpenPhone. Call tracking, call transcription, and automated follow-up based on call outcome are common patterns.
The CRM stays with you. Account ownership was yours day one. All workflows, sequences, and data are exportable. We document the system so an internal team or another agency can pick it up without starting over.
Pulled from strategy calls, Slack threads, and end-of-quarter recaps. Names and companies anonymized, voice unchanged.
Our leads used to hit a form and sit there until someone on dispatch remembered to call. They rebuilt the pipeline in GoHighLevel with a sub-minute SMS on every inbound, a seven-touch nurture, and a dormant reactivation. The phone behaves differently now. We book deeper into the week.
Klaviyo was installed and forgotten. They rewrote the welcome, the abandoned cart, the browse, the post-purchase, and a proper winback in our voice. The flows sound like us, the segmentation actually reflects how customers shop, and revenue from email stopped feeling like a rounding error.
They walked us off a generic CRM and onto HubSpot with real pipeline stages, owner-assigned SLAs, and a handoff between marketing and sales that is actually measured. Nothing sits in limbo for a week anymore. Our closers can see which leads came in while they were on-site and which ones went cold.
The previous agency held our Klaviyo account and our SMS shortcode. Day one these guys moved everything into our tenancy, fixed a TCPA-hostile opt-in flow, and launched a VIP segment the old setup could not support. The moment the account was ours the whole tone of the partnership changed.
A 30-minute call. We'll walk your actual numbers and tell you the three things we'd change first.
