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Services · Business Systems

CRM Setup & Improvement

Give your team a shared view of each prospect and the next action. We configure your CRM around how you sell, connect suitable inquiry sources, and make the system easier to use in the working day.

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What this supports
  • A shared record of prospects and conversations
  • A named owner for every follow-up
  • A pipeline that reflects your sales process

What you get

  • Platform review or selection against your requirements
  • Pipeline stages, fields, access, and task configuration
  • Connections to agreed inquiry sources where supported
  • Assessment and migration of existing records within scope
  • Team training and documentation
In practice

From inquiry to the next action

Configure the system around the steps your team uses.

  1. Capture

    Create the record

    An agreed form, booking, or manually entered referral creates a customer record with the context your team needs.

  2. Assign

    Name the next owner

    A person receives the inquiry with a task and a suitable deadline.

  3. Progress

    Keep the stage current

    The record moves through stages such as consultation, quote, and decision.

  4. Review

    See what needs attention

    A view of open work shows overdue tasks and opportunities awaiting a response.

Available integrations depend on the chosen platforms and account permissions.

Working details

Timeline

A focused setup typically takes a few weeks of active work. Migration and team training affect the schedule.

What we need from you

Your sales process, sample records, access to relevant systems, and time for team review and training.

How pricing works

A setup is quoted by configuration, integrations, and migration needs. Optional support is month-to-month.

Ask what this would cost
Scope

Scope and dependencies

  • Your team remains responsible for record quality and day-to-day use.
  • Software subscription fees and integration limits are agreed before commitment.
  • Multi-team workflows and additional reporting are assessed during scoping so responsibilities and specialist needs are clear.
Selected work

A related example from the work

Examples from the founder's agency experience and our own business, spanning customer-facing websites and the systems behind them.

Prior agency work · Strategy and systems delivery

Using local insight to focus search strategy

Helped lead market-specific search strategy for a home-improvement business, connecting search demand, competitive research, and conversion data with service priorities and spending decisions.

In one market, research into local building types helped shift the emphasis from siding to windows—a better fit for the properties in that area. Related work included building and managing a lead-routing system that standardized inquiries, enriched attribution, and connected submissions with the appropriate CRMs and partner teams.

Questions about this service

Where to go next
Workflow Automation Follow-up, reminders, and handoffs that keep every inquiry moving without your team chasing it. Process Improvement Simpler processes, documentation people use, and handoffs that don't drop work. Business Advice & Team Training Focused sessions and workshops on performance, communication, and practical tools for you or your team. Real Estate Show buyers and sellers what you know about the area, and keep their inquiries organized. We work with agents and brokerages with websites, search, and follow-up suited to a decision that may develop over time.

Ready to talk about CRM Setup & Improvement?

Tell us what you'd like to accomplish. We'll say which step comes first.

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