System build

Start with a sales system your team will use. Grow it into one system for the whole company.

Most owners already paid for software that never got set up right. I build the system around how your business really works, then we meet every week to work through it together until it sticks.

Talk about your system From $5,000 a month

What I build

CRM set up rightGoHighLevel, HubSpot, or what you already have. Pipelines, fields and automations that match how you sell.
Lead follow-up systemFast first replies, follow-up rules and message templates, so no lead or estimate slips through the cracks.
Dashboards that show moneySpend, leads, booked jobs and revenue by source. The few numbers you need to decide what to do next.
Custom softwareWhen off-the-shelf tools don't fit, I build the piece that's missing, from internal tools to full operating systems.
A written sales processCall basics, follow-up steps and pipeline rules, written down and trained, so it doesn't live in one person's head.

From CRM to company operating system

Most clients start with sales and marketing. Once that runs, the same approach can take over the rest of the business, so everything lives in one place instead of ten disconnected tools.

Level 1 Sales and marketing system Lead tracking, follow-up, pipeline, a written sales process, and a dashboard that shows money by source.
Level 2 Company operating system Projects, income planning, the weekly numbers for every department, training and how-to's, all in one system your team runs the company from.

Example: for a design-build firm, I'm building their company operating system week by week: income planning tied to project milestones, a tracker for improvement projects, and a training portal for staff.

Weekly working sessions

We keep one shared list of what's next. Every week we meet, go through it, and move it forward: what got built, what's stuck, what the numbers say. You always know where things stand, and nothing gets lost between meetings.

The sessions continue until the system is built and your team uses it every day without me chasing it.

Recent builds

  • Marketing and sales reporting for an online parts seller
  • A client tracking system for a marketing agency
  • A CRM rollout and sales process for a product maker

Questions

Do I need the assessment first?

It's the best start, since it tells us what to build first. The fee counts toward your first month.

Which CRM do you use?

The one that fits. Often that's the one you already pay for, set up properly.

Why won't my team use our CRM now?

Usually it was set up for features, not for how they work, and nobody checks it. We fix both: a simpler setup and a weekly review that keeps it used.

Let's get your system set up right.

Book a 30-minute intro call