CRM Setup
A CRM is only useful if people actually use it. We configure systems that fit your workflow, connect your lead sources, and give you a clear picture of where every prospect stands—without requiring a manual every time someone joins your team.
What's included
- GoHighLevel, HubSpot, or Zoho configuration
- Pipeline setup that matches how you actually sell
- Lead source integration (web form, GBP, inbound call)
- Automation triggers connected to your CRM
- Staff training and documentation
Common questions
We believe in straightforward answers. If you have a question that isn't covered here, we can talk through it on our call.
Which CRM do you recommend?
GoHighLevel for most local businesses—it's purpose-built for service businesses and includes automation, email, SMS, and booking in one platform. HubSpot is better for B2B or larger teams with more complex needs.
Can you migrate data from my current system?
Usually yes. The complexity depends on what you're moving from and how clean the data is—we'll assess it first.
What to expect
-
Free audit
We look at your current setup and find the specific gaps before recommending anything.
-
Clear plan
You get a straightforward scope of work with deliverables, timeline, and pricing—no surprises.
-
Careful delivery
We do the work, explain what we're doing, and stay available for questions.
Additional questions
-
No. We configure it, train you on it, and document the workflows. You run your business; the system handles the rest.
-
The platform runs $97–$297/month depending on the plan. We'll set up your account and you own it directly.
Led by Bill Barker
With over a decade of technical and marketing experience, Bill acts as a direct, hands-on partner for local business owners. No account managers or high-pressure salespeople—just clean code, practical automation, and clear strategy done with care.
Read our approach & principles →