Scope Confirmation: Final scope, deliverables, timeline, and pricing for every service are confirmed in the client agreement, invoice, proposal, or onboarding document before work begins. No services are started without a confirmed written scope and completed payment.
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Core Service
CRM Setup & Configuration
We configure your CRM account from the ground up, aligned with your business process and workflow. This includes account structure, user setup, contact record configuration, and foundational system settings required for the other services to function correctly.
Typically Includes:
- CRM account and sub-account configuration
- User roles and access setup
- Contact record fields and organization
- Business profile, branding, and basic system settings
- Integration connections required for agreed scope
- Initial testing and validation of core system functions
Final scope and specific deliverables are confirmed in the client agreement or onboarding document. Scope varies by project.
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Lead Management
Pipeline & Lead Management Setup
A sales pipeline gives your business a structured view of where every lead stands. We build and configure pipelines that reflect your actual sales process — from first contact through closed deal or completed job.
Typically Includes:
- Sales pipeline creation with agreed stages
- Opportunity record configuration and custom field setup
- Lead source tagging and organization
- Stage-based automation triggers (where included in scope)
- Basic pipeline reporting setup
Pipeline structure is designed based on the client's stated sales or service process. Final stages and field configuration are confirmed before work begins.
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Automation
Lead Follow-Up Workflows
Automated lead follow-up sequences help ensure new inquiries receive timely responses and are moved through the pipeline systematically. We build these workflows based on your agreed process, message content, and timing preferences.
Typically Includes:
- Trigger-based workflow creation (new lead, form submission, etc.)
- Multi-step follow-up sequences (SMS, email, or both, based on scope)
- Wait conditions and timing logic
- Lead assignment and notification setup
- Workflow testing and validation
Message content and channel selection (SMS, email) must be provided or approved by the client. Client is responsible for compliance with applicable messaging laws.
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Scheduling
Appointment Scheduling Workflows
We configure an online booking system connected to your calendar and CRM so prospects and clients can schedule appointments directly, reducing back-and-forth and ensuring new bookings are captured and confirmed automatically.
Typically Includes:
- Calendar and booking system configuration
- Availability, buffer time, and booking rules setup
- Confirmation and reminder notifications (email and/or SMS)
- CRM contact and opportunity creation on booking
- Cancellation and rescheduling workflow configuration
- Connection to agreed calendar platform
Calendar platform integrations depend on third-party access provided by the client. Final scope is confirmed in the client agreement.
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Communications
Missed-Call Text-Back & Customer Communication Workflows
When a business misses a call, an automated text message can be sent to the caller — keeping the conversation open rather than losing the lead. We configure these workflows where applicable and compliant, based on your phone and CRM setup.
Typically Includes:
- Missed-call trigger and automated text response setup
- Inbound SMS conversation routing
- Customer inquiry acknowledgment workflows
- Two-way messaging configuration within the CRM
- Phone number and messaging compliance setup guidance
Client is responsible for ensuring their messaging practices comply with applicable laws (including TCPA and carrier regulations). We configure the technical system; compliance responsibility remains with the client and their business.
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Automation
Email & SMS Automation Configuration
We configure email and SMS automation sequences for specific business purposes such as lead nurture, appointment confirmations, post-service follow-up, and re-engagement campaigns. All automations are built to your approved message content and workflow logic.
Typically Includes:
- Email sequence and campaign setup within the agreed platform
- SMS campaign or drip sequence configuration
- Trigger logic, timing, and audience segmentation
- Email template configuration using client-provided or approved branding
- Unsubscribe and opt-out handling setup
- Deliverability and sender configuration guidance
Email sending domain and SMS registration may require separate third-party setup by the client or third-party provider. Message content and compliance remain the responsibility of the client.
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Reporting
Reporting & Dashboard Configuration
We configure dashboards and reporting views within your CRM so you can monitor pipeline activity, conversation volume, booking rates, and other metrics relevant to your business operations.
Typically Includes:
- Dashboard and reporting view configuration
- Pipeline value and stage reporting setup
- Lead source and conversion tracking
- Appointment and booking activity views
- User-level and team-level reporting (where applicable)
Reporting capabilities are limited to what the CRM platform natively supports. Advanced analytics or third-party reporting integrations are scoped separately.
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Optional Monthly
Ongoing Software Support, Maintenance & Optimization
After initial setup, businesses can choose to continue with a monthly support and optimization retainer. This covers ongoing access to our team for questions, adjustments, platform updates, and system improvements as your business evolves.
May Include (Based on Retainer Scope):
- Workflow adjustments and optimization
- New automation or funnel additions (within agreed scope)
- Platform monitoring and update support
- Email or support ticket-based troubleshooting
- Monthly or periodic review of system performance
- Ongoing configuration changes based on business feedback
Monthly support retainers are optional and billed separately from the one-time setup fee. Retainer scope and pricing are confirmed in a separate agreement. Monthly services can be canceled with written notice per the Cancellation Policy.
No Outcome Guarantees: We do not guarantee any specific number of leads, appointments, calls, sales, revenue, rankings, or business results from the use of our services. Results depend on each client's business operations, offer quality, market conditions, responsiveness, and how consistently the systems are used.