Services / CRM and systems
A pipeline shows you every open lead and job on one screen and where each one is stuck. I build yours around the steps your business actually goes through, so it is a tool you look at every morning.
Why it usually fails
- Nobody can say how many open leads there are or what they are worth.
- The stages were copied from a template and do not match how you sell.
- Leads sit in the first stage forever because moving them is a manual chore.
- Old leads were never cleared out, so the real ones are buried.
Why mine works
- Stages that follow your real process, from first contact to paid.
- New leads added to the pipeline automatically from forms, calls and ads.
- Leads moved on their own when they book, reply or pay, where the system can tell.
- A way to spot leads that have gone quiet so someone follows up.
- A clean-out of dead and duplicate opportunities.
A report every week
Whatever I'm building or running for you, you get a report every week: what was done, what it changed, and what's next. You never have to ask where things stand.
Questions
Do I need more than one pipeline?
Most small businesses need one for sales, and sometimes a second for the work itself once a job is sold. I recommend the fewest that cover how you work.
Tell me about your project
A few details so I can call you prepared. No prices here: every setup is quoted after a short call.
Related services
- CRM setupI set up, fix and run the CRM you already pay for, and train your team to use it.
- Automations and workflowsThe follow-up, reminders and hand-offs that should happen on their own, built and tested.
- Nurture campaignsFollow-up that keeps going after the first reply, so leads who are not ready yet are not lost.
- Forms, calendars and bookingForms that capture every lead and calendars that let people book without the back and forth.
- Reviews and reputationReview requests that go out on their own after every job, so happy customers actually leave one.
- ReportingA plain weekly report on leads, bookings and follow-up, so you know what your system is doing.