Our services / CRM and best practices

A pipelinethat doesn'tleak.

Get more meetings from the same number of leads. A CRM sized to your growth, with the habits that make it work: answer fast, confirm, follow up, measure.

Contractor with a tablet
Where it fits in your pipeline6 of 10 stages
01Found online
02Website & calls
03Lead in call time
04Qualified and booked
05Estimate
06Site visit
07Proposal
08Signed
09Built
10After the job

Signs you need this

Leads live in texts, emails and sticky notes.

Estimates go out and nobody follows up.

You can't say where your jobs come from.

What's included

CRM setup

Sized to where you are and where you're going.

Automations

Missed-call text back, reminders, follow-ups.

Dashboard

Source and cost of every lead, conversion at each stage.

Playbooks

Call scripts, visit checklist, follow-up rules.

The patch we replace

A spreadsheet and your memory.

How we measure it

Speed to lead. Show rate. Close rate.

CRM might not be your first fix.

The leak check tells you. 5 minutes, free.