Business Development

CRM & Business Systems

Information and responsibilities are scattered.

What it is

CRM structures, pipelines, dashboards, and simple ownership so follow-up is not a memory test.

Who it is for

Practices, firms, and contractors whose information lives in inboxes, notebooks, and one person’s head.

The problem

Leads, jobs, and follow-up are scattered. Nobody is sure who owns the next step. A person leaving would take the system with them.

How we do it

We pick or keep the tools that fit, set the pipeline, and write the few SOPs people will actually use. Notion, a CRM, or both — only as much structure as the week can carry.

• CRM selection, setup, and pipelines
• Lead tracking and client onboarding
• Dashboards, reporting, and Notion workspaces
• SOPs and process documentation people will actually use

Pricing

We do not publish a rate card. Price is set for your business: what already exists, what has to be built, and whether this is a short project or ongoing work. You see the number in writing before any work starts. Systems work is usually a setup project plus a short period of support, not a permanent software lease from us.

What happens next

Start with a Free Brand Audit or a 30-minute consultation. We look at the public presence and the week you actually run. If this service is the right first move, we write the scope down. If it is not, we say so and point to what would help more.

Who this is for

See this work in a business like yours.

• ContractorsEstimates, follow-up, and the day’s jobs in one place instead of three notebooks.
• RestaurantsReservations, specials, and staff notes that do not live in someone’s head.
• Family practicesIntake, reminders, and the week’s schedule without a pile of repeated work.
• Law firmsIntake and follow-up that stay reliable when the calendar is already full.
• RealtorsLeads, showings, and follow-up that do not depend on a personal spreadsheet.
• Barbers and stylistsBooking and client notes that keep the chair full without a texting scramble.
• Med spas and aestheticsConsults, packages, and follow-up that do not live in the front desk’s texts.
• Dental practicesIntake, reminders, and the week’s schedule without a pile of repeated work.
• HVAC, roofing, and landscapingCalls, quotes, and dispatch that still move when two jobs run long.
• Plumbing and electrical servicesCalls, quotes, and dispatch that still move when two jobs run long.
• Auto repair and service shopsEstimates, the schedule, and follow-up that do not live on the counter notepad.
• Cleaning companiesRequests, recurring routes, and follow-up that do not live in someone’s texts.
• New and early businessesA light system from day one so the owner is not the only memory of your business.

Learning Lab

Try the workflow yourself.

• Organize a week of content in NotionA one-week calendar with status, assets, and a definition of done.
• Automate one follow-up without buying a new platformOne tested workflow for the callback, review ask, or new-lead note that currently lives in memory.

Continue

See how this looks on a Tuesday like yours.

A contractor and a family practice do not need the same first move. Pick the kind of business, then keep going.

Ready now? Free Brand Audit · Free consultation

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