What gets set up
Each of these is a scoped piece of work. Most businesses need four or five of them. Some need one. The first conversation is about which.
Answered personally, usually the same day. If a CRM is not what you need, I will say so.
CRM setupYou bought the subscription, watched the videos, and the account still does nothing your old spreadsheet did not. The tool is fine. Nobody has decided how your business should use it.Sales pipeline setupEvery quote you have sent this year is in an email thread, a text, or your head. You know roughly what is open. You do not know what it is worth or which ones have gone quiet.Missed-call text-backYou were on a job, in a meeting, or driving I-75. The phone rang, you could not take it, and the caller went to the next name on the list. That happens every day, and it is the most expensive thing in your business.Appointment booking automationEvery appointment costs three messages to set and one to confirm, and a fair number of them still do not show. That time is yours or your front desk's, and none of it is billable.Review request automationYou have hundreds of happy customers and a few dozen reviews, because asking is awkward and nobody remembers to do it on the day it would have worked.Lead follow-up automationA form comes in at 9pm. Someone sees it at 10 the next morning. By then the lead has heard from two other businesses and booked with one of them.CRM migrationYou are paying for a CRM that was set up for a bigger company or by someone who has left. The team works around it. Moving feels riskier than staying, so you stay.Agency handoverThe agency set up the CRM under their account. It is usually GoHighLevel, sometimes HubSpot or Keap. The phone number, the automations, the contacts, all of it sits in a sub-account you cannot leave with. You want to end the retainer and you are not sure what you would be left holding.Call tracking setupYou spend on Google, Meta, a billboard on Colonial and a mailer in Naples. The phone rings. You have no idea which one did it, so the budget goes to whoever argued loudest last month.
Tell me what is in the way.
One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.